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Despite lots of worries – around the resurgence of coronavirus driven by the Delta variant, peak growth, peak monetary and fiscal stimulus and high inflation – global...

Interesting thoughts here from UBS on the RBA's QE program (see below), which reflects the emerging consensus, although I would personally like to secure some more...

Understanding a company's economic moat is a core part of investing. While pure monopolies are hard to come by, there is a compelling duopoly in one of Australia's...

Local market started positive and faded into a slight negative close with BHP pulling the index lower. Global growth worries and local recession worries continue to...

All but drowned out by the mammoth merger news with BHP, Woodside Energy (WPL) announced a solid return to profit for the 1H21. Revenue was in-line with consensus at...

I have directed Secretary Connally to suspend temporarily the convertibility of the dollar into gold or other reserve assets, except in amounts and conditions...

Using carbon pricing as a research input is an illustration of our integrated approach to evaluating ESG considerations in our normal investment due diligence process....

There are tentative signs that substantial supply chain bottlenecks in the US are starting to ease. But delivery times remain elevated, and we see inflationary...

In June this year, Philips was forced to recall 14 sleep and respiratory care devices due to safety concerns. While this has been a setback for the Dutch company, it’s...

Like all good venture capitalists, I started my career in the trenches working on the front line of my target industry, as a molecular biologist at LaTrobe University....

Philip Lowe’s recent comments on the impacts of migration were basic economic analysis but hit a raw nerve for those invested in Australia’s population Ponzi scheme....

At a time of bumper dividend payouts from the likes of Rio Tinto (ASX: RIO) and BHP (ASX: BHP), most investors seeking a resources exposure would be happy to invest...

One of Perpetual’s key filters when assessing businesses to invest in is the quality of our management teams. However, the importance of sound management was even...

With Growth stocks and momentum largely driving markets over the past decade, it's easy to be swept up with the crowd and invest in the "next big thing". However, it...

In this interview with Gary Rollo, Portfolio Manager of the Montgomery Small Companies Fund we focus on the bull market associated with the decarbonisation thematic,...

The Alphinity Sustainable Share Fund and Global Sustainable Equity Fund both invest in companies we have found to be doing good for society and the environment (by...

The local market started negative and kept on sliding into the close for the second day in a row. Global growth worries and local recession worries continue to rise on...

We’ve often stated that real estate (listed and direct) tends to outperform equities during periods of high inflation and I have previously cited the following chart...

Plus, the short-term impact of stylistic factors in an already attractive sector. Over the last few years, larger, "growthier", US-based businesses have outperformed...

Elanor Investors Group (ASX: ENN) is a real estate investment firm that invests across multiple asset classes including commercial, office, retail, hotels and leisure...