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Slowing growth has forced many of the big institutional lenders to take a step back. That's paved the way for Realside (now Keyview) to step forward.

Like many, we have recently read the headlines around two Blackstone funds that hit redemption gates over the last quarter. Much of the reporting has bordered on...

Check out Wilson Asset Management's Vault Series to hear more about how our investment team are positioning their portfolios throughout the rest of FY2023.

Taking into proper consideration advantages and benefits as well as costs and disadvantages, any conventional investment portfolio shouldn’t merely consider fossil...

Analysts Shaun Weick, Sam Koch, Will Liu, Cooper Rogers and Will Thompson deliver their buy, hold and sell selections for Australian and global companies.​​​​​​

Because podcasts are a great learning tool across a wide range topics, issues, and opinions, we've listed some of our favourites for the Christmas break.

When conducting strategy research and development, we like to think in terms of what the new strategy will add to our current portfolio of systems. In general, we are...

In this episode, Ofer Karliner, Infrastructure Portfolio Manager hosts a wide-ranging discussion with three of his colleagues about the travel sector and the...

Juan Penelas joins David to discuss e360 Power, a Texas-based asset management firm founded in 2009 designed to generate superior absolute returns through fundamental...

Security selection and selective contrarianism are two of T. Rowe Price's guiding lights next year, as CIO Sebastien Page reveals.

This is an edited extract of a report that went to clients earlier this week. All I hear about is how tough a year 2022 has been. I guess that all depends on how you...

This household name in consumer electrics is just one of the opportunities we’re buying within this powerhouse Asian market.

The US Fed spooked markets with hawkish rhetoric. In this wire, I show why the Fed will have to pause soon, and why that bodes well for diversified portfolios in 2023.

The Oaktree Capital co-founder's latest memo reflects on the events and investor beliefs that led us to this point and provides some thoughts on the future.

Investing is a "choose your own adventure" pursuit. There is a sea of variables and the last thing you want to be is adrift without a rudder or map. We like to think...

Martin Currie Australia's annual summary of the investment thematics arising from ASX-listed company AGMs

US inflation came in lower than expected yesterday. It is probably getting better, but I'll also note that you can see what you want in the numbers. If your view is...

It’s all so short-term when you write daily. I sometimes go back to newsletters from a year or more ago and, with the knowledge of hindsight, read in minute detail the...

Our base case for 2023 is that Australia is likely to experience an earnings recession even if we do not suffer an economic recession.

In the context of the bond market signalling a US recession in late 2023/early 2024 - where CCI has been forecasting a recession since earlier this year - we have...