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Our team enters its fourth decade in natural resources management in a state of great anticipation. We are seeing companies busily writing 25-year growth contracts....

For a 10-15 portfolio, it pays to be disciplined on the screening process. But how do you know which stocks to include? For Claremont Global, screening those companies...

In the AFR I write that financial markets are riddled with seemingly intractable inconsistencies right now. Arguably the best barometer of the global price of money,...

In case you missed it, Livewire's Ally Selby was joined by Ausbil Investment Management's Arden Jennings and Wilson Asset Management's Tobias Yao for their thoughts on...

Fallen angels, for a microcap investor, can be heaven-sent. They may also wreak havoc on your portfolio if they skip the crucial “turnaround” component and hit the...

Wealth manager Credit Suisse has dubbed 2022 the "great transition", as the world begins to see a future beyond COVID-19, and as global growth and inflation continue...

One of the most challenging problems plaguing superannuation choice is how to evaluate historical performance outcomes against a fund’s stated objectives, which has...

Kieran Davies from Coolabah Capital shares research showing that unlike in the US, there's no sign of the "great resignation" in Australia. Davies says this raises...

We are a global long-short fund manager, and in respect of both the long and the short side of the portfolio we are looking at business fundamentals and a catalyst...

In an ideal world, there would be a stock we can put away that pays a high dividend, has a stable share price, and grows a bit over time. So, what is this holy grail...

Adding exposure to smaller companies in any portfolio brings a certain amount of risk, but as Justin Woerner from Elston Asset Management points out, some additional...

Each year, the Hearts and Minds conference brings together some of the best investors from Australia and overseas for a day of investment insights and high conviction...

Peter Lynch once famously declared: “If you spend 13 minutes a year on economics, you’ve wasted ten minutes.” Similarly, Warren Buffett once averred: “If Fed Chairman...

Plus, Red 5 eyes re-rating as first gold production draws near and Firefinch is a hot bird in demand with lithium feasibility study imminent. The copper price is...

A soft session in the US saw the local market face to face with a fall of around 100 points, as futures dropped like a stone. But the worst of it was seen even before...

Markets had a hissy fit this week as news of the latest COVID variant, Omicron, hit the stands. But is Omicron actually worthy of investors attention? We spoke...

In global markets today, much hype surrounds concept stocks and companies trading on nose-bleed valuations. But as inflation drumbeats grow louder, it is resilient...

In this edition of the IIR LMI monthly update, we take a look at the key news for the sector in November. The capital raisings continued with Plato Income Maximiser...

Despite the world speeding along the road to electrification, we think the humble petrol station will still be needed in Australia for some years to come. This is why...

Oscar Oberg, Tobias Yao and the team of analysts at Wilson Asset Management discuss the environment for investing in small and emerging companies and some of the...