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With lots of hype around some rapidly growing sectors with fast paced businesses, it can be easy to overlook opportunities amongst the noise. In this weekly update,...

Who would have thought it? In the 2020 financial year, the ASX300 fell 7.6% while the ASX 300 AREIT index crashed 20.7%. Much of the last calendar year was spent...

At Watermark, we love uncovering falling angels. This is typically a market favourite that lands itself in the fund manager "sin bin" after lofty expectations. Some...

Finding the tiddlers that can grow into tomorrow’s whales is one of the best things about fishing in the microcap pond. Laboratory and environmental services business...

From dodging growth traps in global markets to navigating the maze of global small and micro-caps and hunting down defensive property assets, top stock-pickers from...

We believe inflation linkage is a key attribute of infrastructure as an asset class. And we’re often asked to prove it, especially now with fiscal and monetary...

If income investing was an Olympic sport, Australia would hold a silver medal, ranking second highest in the world for its dividend yield. And you can thank our...

When Hyperion duo Mark Arnold and Jason Orthman caught wind of Square’s $39 billion bid for Afterpay they weren’t happy. Afterpay is the largest holding (11.8%) in...

With the wall of cash dividends hitting investors’ accounts over the coming months due to surging iron-ore prices, there is one question top of mind: What to do with...

While the risks from Tencent being based in China are salient in investor’s minds at present, with many Chinese tech stocks seeing material share price declines, we...

Long-term investing is relatively common but Prime Value’s foundation as a family office means that it is embedded in our investing DNA. Generating significant wealth...

In this episode, David is joined by Emma Fisher, Portfolio Manager and Head of Research at Airlie Funds Management. To date, Arlie's flagship Australian Share Fund has...

It was Paul Kelly who famously sang that "from little things, big things grow". And that sure has been true of our waistlines during lockdowns. On the other hand,...

March of 2020 put the blow torch on credit-related funds. When ‘defensive’ allocations needed to step up, some funds melted with investors unable to redeem units or...

Strong underlying fundamentals and a favourable outlook for 2022 and beyond are apparent across non-investment grade (IG) credit. Within such markets, issuer default...

There's nothing better than a discount, and nothing better than beating the crowd. Well folks, welcome to value investing - where everything is on sale! But as with...

All roads in this scandal lead to the potentially career-defining decisions made by the NSW Treasurer Dominic Perrottet. Until now, Perrottet stayed conspicuously...

Most of the global reporting season is over before the Australian reporting season has begun. It has been a cracking reporting season; upgrades are running as high as...

The local market had a choppy flat day where weakness in miners was covered by the strength in financials. It was about the commodity weakness and yield bounce. The...

The macro and policy transition we flagged last month is now more clearly underway. The pace of the recovery from 2020’s global recession looks set to peak in the...