popular wires

Claremont Global is a boutique fund manager owning the best 10 – 15 companies globally. Over the last three years the Fund returned 22.3% p.a., an outperformance of...

The head of cyber filtering mob Family Zone (ASX: FZO), Tim Levy is bemused about the lack of cyber protection policies covering schools and parents when homeschooling...

The RBA "taper vs non-taper" decision for its bond purchase, or quantitative easing (QE), program will be resolved in September with many banks (eg, UBS, DB, CBA,...

Local market started positive and then fading to nearly flat before a last hour pump finished it positive. We have now delivered 3 consecutive positive days after a...

One of our preferred market valuation indicators is the CAPE model derived from macroeconomic fundamentals. The basic idea is that lower levels of interest rates...

There is no doubt in the world of sport that the likes of 20-time tennis Grand Slam winner Roger Federer outperforms because of skill, not luck. When investors...

At Wilsons, we believe an allocation to private equity (PE) makes strategic sense within the broader alternative investments portion of diversified portfolios. In our...

As interest rates have fallen globally over the last decade in response to “kicking the can down the road” post GFC, valuations have mattered less and less. Discount...

By 2025, Global ESG assets are on track to exceed $53 trillion, representing more than a third of the $140.5 trillion in projected total assets under management,...

It’s been 35 years since Capital Group first ventured into emerging market investing. Over this time, many changes have unfolded. The world has shrunk in the face of...

In an apparent suspension of collective logic, it appears few people have asked what happens when you provide massive incentives to bring forward an unprecedented...

Despite rising bond yields through most of 2020, continued low interest rates have underwritten record valuations across markets. Meanwhile, rampant M&A activity is...

We covered inflation in a lot of detail in our four-part series earlier this year. So far, the inflation cycle is playing out largely as foreshadowed. In particular,...

The biggest question on most investors’ minds in the first half of 2021 has been ‘will inflation be transitory or lasting?’ While the issue is far from settled, the...

There are several recent developments in this important story, which I originally covered here. On Friday I wrote in the AFR that the NSW Treasurer, Dominic Perrottet,...

With the announcement that Netflix is moving into video games, the crucial role of the US technology giants known as the FAANNGs – Facebook, Apple, Amazon, Netflix,...

As with many other discretionary retailers, FY21 proved to be a bumper year for homewares and online furniture retailer, Adairs (ASX: ADH). The company enjoyed record...

A crazy FY21 saw the market up almost 30% and many different macro phases for investors to navigate. As we head into the new financial year, we feel really excited by...

Local market started the relatively positive on US lead before fading to finish slightly positive. We have now delivered 2 consecutive positive days after last week...

With last year showing the importance of government support in limiting the economic fall-out from the pandemic and contributing to economic recovery, the NSW...