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It was actually an interesting trading session today at the stock level despite the index finishing little changed. The high value (tech & others) were sold off fairly...

In this episode, David is joined by Warren Ebert, the founder and CEO of Sentinel Property Group. It's a group that has secured over $2bn of property transactions,...

In the AFR I write that while the comparatively benign Omicron variant of the virus may provide a path out of the pandemic, it will only serve to amplify the...

The mainstream consensus regards insurance as increasingly risky on a warming planet. In fact, some commentators have warned that Australia could be “uninsurable”. But...

In this episode of Success and More Interesting Stuff, we introduce Sam Hupert, founder of Pro Medicus. When computers began to take off, Sam saw the possibilities for...

Some forms of risk you want in your portfolio. Others, you should want no part of. When it comes to wholesale lending, bad risk generally means concentration, or...

Are you measuring your performance? If so, are you doing it holistically – taking account of all the wins and losses across your entire portfolio? Then you’re in a...

One of my favourite bond issuers, CBA, has just announced a mandate for a new fixed-rate and floating-rate, benchmark 5-year senor bond issue in Aussie dollars. This...

Episode three of Success and More Interesting Stuff features Rob Millner, the patriarch of Washington H Soul Pattinson. Soul Patts is the closest investment vehicle...

The last 12 months have been very kind to equity investors, with the ASX trending upwards throughout the year. The ASX finished +17% ahead of where it ended 2020 and...

Fear, panic, despair, relief, hope, and euphoria. These are some of the emotions driving investor sentiment. Love it or hate it, investor sentiment plays a large role...

In case you missed it... It was a great year for bulls in 2021, but can the momentum be sustained in 2022? Eight fundies shared their view on the prospects for the...

It's hard enough to predict what might happen in our local communities, let alone how global markets could perform over the year ahead. But they say there is strength...

Several months before the pandemic began, Pulitzer Prize-winning author Liaquat Ahamed wrote a piece for The New Yorker with a bold headline aimed at a contentious...

Global transport is changing at breakneck speed, rushing to meet the demands of global warming. Electric cars — unheard of just five years ago — are now almost...

Given the costs associated with moving to an environmentally sustainable future, the ability of entities to access appropriately priced capital to enact change becomes...

It’s something of a magic number, three. Regarded by various cultures as mystical, three is thought to symbolise harmony, wisdom and understanding. And in ancient Rome...

With the S&P 500 and the S&P/ASX 200 racing ahead approximately 27% and 10% in 2021, it's fair to say investors have had a surprisingly good year. Despite the ups and...

Theme 1 Battery market consolidation Looking back at 2019, we initiated coverage on the battery metals sector and mentioned at the time the market had reached an...

John McBain has had quite the varied career, starting out as a OB-GYN, pioneering IVF treatment in Australia, and then finding success as a small cap investor. If you...