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A solid session for the ASX with the market edging higher after the RBA raised rates by 0.50% (as expected) to 1.85%. They also amended their language somewhat to...

Back in April we wrote up our thoughts on one of Airlie’s core holdings, Tabcorp (ASX:TAH), prior to its demerger of The Lotteries Corporation. As part of the...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

After hiking for the fourth consecutive month, the RBA’s tone has shifted to suggest a pause at the September meeting is possible, reflecting in part the troubling...

While many wait and hope for a Fed pause or pivot - hanging on every piece of text and utterance from the Fed, the real focus should be on inflation expectations....

The US economy shrank last quarter and many economic indicators range from weak to bleak, but the picture painted by the best businesses is quite different. In this...

The last twelve months can best be described as a game of two halves. The first half saw decent mid-single digit returns across equity markets, but the story...

Stock markets always dive after interest rates rise, right? Wrong. Global stocks rise by an average of 9.2% in the 12 months after a US Federal Reserve rate hike,...

In what has been a challenging quarter for growth companies, fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to provide his...

When people think of investing in Australian assets, three things probably spring to mind: sky-high property prices,  generous dividends, and  our inextricable...

At Airlie we are looking to invest in high-quality businesses, which we would define as businesses that earn high returns on their invested capital. Airlie...

We have consistently forecast a US recession using models that draw on both bond and equity market data. Our preferred bond market model was reporting the highest...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

The ASX continued to climb the wall of worry today, opening near the session lows before grinding higher throughout the day to close on the high, just a whisker...

If you are like me, you're probably sick of reading about rising interest rates, inflation and the dreaded R word - recession. We get it. It's not the easiest time...

The recent major selloff in bond markets has highlighted the potential issues associated with managing distributions. More specifically issues can arise in fixed...

Large-caps dominate the headlines, but investors should not ignore the multitude of mid-caps and small-caps on offer, with the opportunity to invest in innovative...

The term "blue chip" was first coined in 1923, when an employee at Dow Jones observed several stocks trading at US$200 or more a share. As any good poker player knows,...

The first half of 2022 has been challenging for investors across asset classes, and the uncertainties plaguing markets remain—particularly with regard to inflation,...

An annual corporate earnings growth rate of just under 10% would normally pique investor interest – especially when you also throw in a below-average market...