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Retailers have been at the centre of February reporting season; mostly not in a favourable manner. This turned out the ideal background for Lovisa Holdings to show not...

The investment management industry tends to present issues in zero-sum ways. Active versus passive, large cap stocks versus small cap stocks, liquid assets versus...

ASEAN (the Association of Southeast Asian Nations) is an attractive opportunity that is largely overlooked by global investors at the moment. In the second part of a...

With International Women’s Day (IWD) coming up on 8 March, we asked Channel Capital how they're celebrating and to share some of the stories that make women...

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color and...

China is undergoing a fundamental structural shift. It is moving away from an economy reliant upon low value manufacturing-based exports towards high value...

In case you missed it, Michelle Lopez from abrdn and Blake Henricks from Firetrail provide their assessments of three high-flying stocks post reporting season. Our...

In the AFR I write that back in October 2021, we warned that the risk of global military conflicts was much higher than many people---including those in...

Forecasting is a tough business. With Russian aggression in Ukraine coming hot on the heels of a one in a hundred-year pandemic, followed by the fourth or fifth one in...

Welcome back to the report for the February 2022 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief...

My beat at Fat Tail Investment Research is looking for beaten-up/out-of-favour ASX 200 stocks and analysing the macroeconomic environment. Having a good grip on macro...

Weakness into the weekend ruined what was a solid week from a markets perspective. The local index was up 154 points to yesterday’s close in the first four days,...

In late January, we recommended trimming equity risk and adopted overweight position in cash. The risks flagged have intensified in February. Inflation has been...

Russia's invasion of Ukraine and the subsequent sanctions have enormously affected energy and broader commodity markets. Emmanuel Datt of Datt Capital explores three...

A choppy session for the ASX overall today with some big divergence between the haves and have nots, the Resources & Energy sectors again the beacon of hope while...

The copper price was doing nicely long before Russia invaded Ukraine, having risen 51% from its 2020 average to a 2021 average of $US4.22/lb. The price has been swept...

In April 2021, a reader, Andrew, suggested we go directly to the Livewire audience and ask them about investing. Soon after, "Meet the Investor" was born. Here, you'll...

Picture what you were doing in 2002. Ah, they were simpler times. What I was doing in addition to working my butt off was helping my mother manage her SMSF. She lived...

Historically, fuel consumption has been on a modest scale, but growing urbanisation has led to rising fuel consumption by households, including wood, coal, coke and...

Gold mining stocks, along with the gold price, have been rising recently as inflation and political instability weigh investors’ considerations.NYSE Arca Gold Miners...