popular wires

The Evergrande saga is intensifying daily. The firm’s equity is all but gone. Its debt barely trades. Its sales and assets are crashing in value. Its brand damage is...

The ASX was hit ~2% today on concerns largely stemming from China, firstly towards the rout in Iron Ore prices which were down another ~10% today in Singapore if we...

At the time of writing, both local and global markets were down for the month of September. Could this be the start of a correction? Statistically speaking, we expect...

While incentives are high, face rents and valuations remain stable. With a large portion of our investment portfolio located in Brisbane, MP Funds Management has a...

Since its inception in July 2009, Wavestone's Dynamic Australian Equity Fund has produced a respectable net of fee return of 11.5% to Aug 2021 compared to the ASX...

Horizon 3 Biotech is an AU$100m venture capital fund investing to improve lives globally through investments in public and private later-stage companies targeting a...

The retrofitting of global energy systems designed to run on fossil fuels is a shift unsurpassed by anything since the industrial revolution. While on the surface it...

When investors think about commercial real estate investment opportunities, asset classes such as office, retail and industrial typically spring to mind -...

For readers that may identify as “boomers”, the title is a play on the slogan used by EA Sports for around two decades in the loading screen intro of its sports video...

Wasn’t the reopening trade a 2020 thing? Perhaps for some, but not so for us down here in the Lucky Country. With mid-October flagged as the reopening date, the...

Cloud computing, which involves renting someone else’s computer power or using software on the internet, is one of the fastest-growing technologies in the world. It...

Fund manager James McDonald at the Pengana High Conviction Equities Fund provides insight into some of the current opportunities arising for the Fund. In particular,...

Long term investment strategy has always been the perennial optimisation between the macro and micro cycles. The main cycle we are seeing in the current macro is in...

Here we are once more in the teeth of the great "super-cycle" debate as iron ore probes daily new lows in the reach for a China-Crisis clearing price. This is my first...

Elizabeth Holmes is currently in court, facing 12 counts of fraud over her role at Theranos, the now notorious blood-testing firm that was once an illustrious Silicon...

In the first part of this collection, I asked three fund managers (below) whether they are bulls or bears when it comes to the reopening. In the second part they...

Plus, Boss positioning to be the first cab off the uranium rank and Kingston prepares to finish DFS on 2.5Moz Misima. It has been a champagne week for the ASX-listed...

In the AFR I write that it is the single most important national security decision Australia has made since the Second World War: Prime Minister Scott Morrison forging...

One of the most persistent errors made by investors, on my observation, is a too stringent application of the 'Buy Low, Sell High' principle, usually translated as:...

The market struggled into the weekend with the heavyweights of the banks and resources stocks trading lower. Iron ore and coal names were hit hard by more aggressive...