popular wires

For Magellan’s Brett Cairns, understanding innovation came from an unusual source: a story about McDonald's' milkshakes written by Harvard professor Clay Christensen....

A lacklustre session for the ASX today saw the market climb initially. That didn’t last long, but the sell-off was hardly aggressive. Healthcare bounced and so did the...

Housing values in Sydney’s booming residential market have continued to grow despite the ongoing lockdowns, albeit at a slower pace. According to CoreLogic data, the...

Global hybrids are a fresh frontier among income opportunities offering strong, risk-adjusted returns. While Australian investors may be familiar with domestic hybrids...

A classic Buffett-ism is "Only when the tide goes out do you discover who's been swimming naked" and Lazard Asset Management's infrastructure portfolio manager Warryn...

As vaccination rates increase around the world and we (hopefully) return to some normality in our daily lives, world economies appear to be stabilising. Economic...

Whether you’ve tried to fuel up your car recently, were warned by a friend to buy your Christmas presents in August, or are currently waiting over a month for the new...

The Delta outbreak has seen a big decline in hours worked, a fall in employment and a lower unemployment rate. The Delta outbreak has seen a large hit to activity in...

We’ve spent the last 2 wires talking about the importance of equity income as part of total return, but also looking at some of the challenges with chasing it in...

Investors seeking income generally do so at the expense of growth. After all, a dollar returned in income, is a dollar not reinvested. But the 'Fourth Industrial...

At AIM, one of our favourite pieces of wisdom from Charlie Munger is his so-called first rule of compounding: “never interrupt it unnecessarily.” Would you get out...

A softer start to the week although the market did fight back well from early morning lows to close down only ~20pts. US Futures were sold off around our open today...

Recent regulatory crackdowns in the Chinese market have triggered selloffs across many of their largest tech names. BAT stocks (Baidu, Alibaba, Tencent) alongside the...

As long-term investors, we understandably care about the quality of our investments now. But it is the future direction of these companies where we can realise the...

The recent update to the Fairlight brand and the internal process that we undertook in working through the defining characteristics of our business and how to...

Most investors love a good theme. A long-term industry-shifting thematic trend provides fantastic structural support to a portfolio. Today there is no shortage of...

The backdrop for Europe is increasingly positive, but there are risks that warrant caution. The economic recovery is well underway: gross domestic product growth in...

Considering Australian investors' thirst for yield and the growing popularity of exchange-traded funds, it may surprise some to learn that around 20% of ETFs listed...

With governments around the world pledging to reduce emissions, there are bound to be major beneficiaries who will soak up investment spending on the decarbonisation...

You might be laughing if you hold a stake in the likes of Maersk or the Mediterranean Shipping Company, given the combination of COVID’s supply chain snarls and the...