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Liquidity is something we all value very highly. If you need cash, knowing you’ve got a few thousand in your kitty – but which you can’t access for a decade – is not...

Everybody knows Microsoft. It is a business that has been the bedrock for how we get things done for decades. From taking notes, creating valuation models, producing...

Over the past two decades, private capital markets have surged 10-fold to become a massive $US7.2 trillion industry. In this wire, Montaka Global Investments' Chris...

In this month’s Insight, we showcase how we can use the changing business cycle as a signpost for asset class and investment style performance, a strategy known as...

Amid the media and market frenzy surrounding well known growth stocks such as Amazon and Tesla, one of the many values of an active fund manager lies in its ability...

We talk a lot about US monetary policy, because they are an economic superpower, and what they do affects asset classes everywhere.We had jobless claims out overnight,...

Tim Toohey from Yarra Capital – who was rated Australia’s number one economist for 13 consecutive years – recently sat down with Malcolm Maiden to share his latest...

While the initial economic and market disruption from COVID was short last year, Shane Oliver from AMP Capital says there will be longer lasting implications. He...

In recent weeks, the share prices of Australian banks have been heading south. The ASX300 Banks Accumulation Index has lagged the broader market by over 6% from late...

Given all the bad press it’s copped recently, it might be surprising to learn that inflation isn’t something all investors must fear. Particularly if you hold equities...

Declining growth with industry headwinds, questionable management, and overpriced valuations. That’s what Nick Dekker at Fiftyone Capital has uncovered in one of the...

The expression ‘TINA’ (There Is No Alternative) has reached meme status in recent years as high prices in almost every asset class have left investors frustrated. With...

A strong bounce back from early morning weakness today as the late sell-off in Tech shares overnight cast a shadow over the market early, however with commodities...

Rising levels of education, entrepreneurship and wealth in Asia’s female population has fueled demand for luxury goods such as watches and jewellery. In the following...

Gold is in a sweet spot; in our view, this could be an opportune time to invest into those companies that benefit from the rising gold price, its miners. Gold prices...

At our recent Global Supertrends Forum, we had three panels discussing what we call Supertrends. These are the long-term themes we believe reflect societal change, and...

Investors found their festive spirits in 2020 despite a raging pandemic. Even with most of the global economy shut due to Covid-19, US stocks recorded their best...

Say what you will about the film, but I thoroughly enjoyed 1998-smash Armageddon. For those who haven't seen it, NASA agents discover a large asteroid is set to hit...

Stocks have soared on the back of the more than US$3.6 trillion of M&A deals inked in 2021 so far. But private debt has also done well, as Jeremiah Lane, a partner in...

Across three decades the market has valued Commonwealth Bank at a premium relative to its three peers. Whether we look at earnings, dividends or book measures of...