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At NAOS Asset Management we find podcasts a great learning tool across a wide array of topics, issues and opinions. With so many great listens on offer, we thought...

After a flat open, the ASX found its mojo by mid-morning. And while US Futures plus Asian markets were positive today, it seemed more a case of the local market...

With no end to the current tailwinds for artificial intelligence in sight, COVID uncertainties and work from home measures continue to push AI into the spotlight. ETF...

If income is your primary investment goal, a broad fixed income exposure  is only going to get you halfway there, at best, based on recent returns.  So said JP...

Many investors have poured over Warren Buffett’s letters to Berkshire Hathaway’s shareholders to glean insights from the investment legend. But another investment...

As the curtain closes on another year of surprises, investors are hoping for smoother sailing next year. But with inflation on the rise and a new Omicron variant in...

Often regarded as investor enemy number #1, uncertainty and volatility are key drivers of the short-term thinking that is so dominant in the retail market currently. ...

In the final episode of this season’s Investing for Life podcast series, I interview Stirling Mortlock AM, Founding Partner of XV Capital Advisory and former...

A more consistent environment for global asset prices and investment is being forged by China’s more “normal” interest rate approach, while other central banks dither...

Mitsubishi Electric (ME) is one of Japan’s largest industrial conglomerates with a hugely diversified product range including air conditioners, refrigerators, car...

In case you missed it... Livewire's Patrick Poke recently spoke with Marcus Padley from Marcus Today. Marcus explains how he avoids the big drawdowns while still...

As a holiday send-off, here is a list of the top six stocks in Wilsons’ healthcare coverage that excite us about coming back from the break. In every case, we see 2022...

It was a tough session for pockets of the ASX, however overall it was a fairly resilient day with a bounce-back in the Healthcare and Consumer Staples stocks (i.e. the...

As we approach year-end, we’re revisiting the impact of corporate activity on our holdings and seeing vindication for our value investing stance. Value investing has...

Working from home most likely won't have a big effect on demand for office space as the economy reopens, says Chris Bedingfield, principal and portfolio manager of...

There are two types of consumer companies: staples and discretionary. Staples deal in goods that we need every day, generally companies like supermarkets or food and...

Keeping to the theme of our original note, EGL has unlocked a major achievement this month, announcing highly positive results from its commercial trials for...

The majority of Australian listed companies report their financial results in February and August. It is common during these ‘reporting seasons’ for trends to emerge...

In the AFR I write that NSW premier Dominic Perrottet and new Treasurer Matt Kean have presided over one of the most extraordinary budget turnarounds in the history of...

The Annual General Meeting (AGM) season in Australia is no longer just for procedural matters. It can really be considered a quasi 'third earnings reporting period'...