popular wires

The Australian housing market is a source of endless barbeque conversation and media pontification. Potential first home buyers complain that they are perpetually...

A fairly lacklustre morning gave way to a bullish afternoon for stocks with the IT sector surging back into vogue at the expense of Energy, the first day of red in...

Capital markets exist to improve transactional efficiency, providing a venue to allow the transfer of capital between those who possess it, and those who demand it....

Following in the footsteps of Evergrande, our credit analysts have provided the following update on two other Chinese real estate companies that are failing to repay...

Consumers have never been more fickle, in a world of fast fashion and next-day delivery. Covid has further upended our purchasing behaviours and expectations. Against...

While the Evergrande episode continued, Fantasia, a Chinese property developer, missed its $205 million bond repayment on 4 October. The latter is making the headline...

Tobias Vernon of the UK owns two small galleries that sell 20th-century ceramics and artworks. Thanks to marketing efforts, the business has almost 50,000 Instagram...

When it comes to equity market investing, L1 Capital Founders Mark Landau and Raphael Lamm have many bases covered. L1's suite of strategies ranges from their flagship...

One theme we continue to follow is the impact of the ongoing flood of liquidity being provided to financial markets and the impact it is having on the value and demand...

While Dimitri is a proud Greek-Australian, he wields the luck of the Irish when it comes to picking his moments in life and the market. Dimitri moved to Australia to...

The addition of Accent Group to our Montgomery Small Companies Fund portfolio reflects the opportunity apparent from a domestic reopening right before Christmas. Our...

If the year past has shown investors one thing, it's that taking too bearish a view on the outlook for equities and bonds is seldom and only briefly rewarded. Equity...

Have you considered the difference in valuations between public and private technology companies? It would be fair to argue that, on average, private company...

The ASX was looking promising this morning with futures implying a start to trade up +40 points however that quickly evaporated as the more influential sectors of...

The online age has heralded a new era of warfare, which pits not only sovereign nations against one another, but also cyber criminals against businesses, individuals,...

It’s every fund manager’s quest to find undervalued gems in the market, particularly quality companies that can compound growth into the foreseeable future. In today’s...

Investors jumping onto the decarbonisation train, now have a new way to play this theme. One of the beautiful things about this particular theme is that there are so...

The manipulation and editing of DNA is a field of study which can be quite divisive in conversation. On the one hand, we are exploring new frontiers of scientific...

With Australia’s record-low interest rate sitting at 0.10%, many Australian Mum and Dad and SMSF investors are struggling to find income in a ‘lower for longer’ world....

It’s fair to say that small-government, free-market ideas have dominated the political economies of many countries for the past few decades. They’ve been so persuasive...