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The year started with such optimism - vaccines were on their way, the recession that could have lingered turned into one of the best reporting seasons on record...

Before drawing back the curtain on some stocks to play the megatrends identified during this three-part series, let’s recap the first two instalments. In part one,...

As investment managers, we deliberately narrow our investment universe, leaving large swathes of the market we would never approve for investment. Sometimes this means...

A second spot market auction later this month could put the extent of the spodumene shortage on full display. Plus, Beament goes green as Klein fights for gold,...

We recently compiled a fairly detailed note for investors and subscribers that addresses an evergreen question: how much can an investor safely pay up to own a...

Just a few days after Australian sailors Matthew Belcher and Will Ryan scooped Australia’s 15th gold medal of the Tokyo Olympics, it's a fitting time to reflect on...

Masco Corporation, a recent addition to the Fairlight portfolio, has quietly transformed itself following a near-death experience in the GFC. The company has evolved...

Earlier this week I published is a growth shock coming? which was included in today's daily Livewire email. This podcast we recorded last week is a continuation on...

The local market had a choppy flat day with banks and staples holding it from falling into negative territory. Relatively low turnover continues into the eighth week...

ETF liquidity – everyone wants it, and sure enough, the most common questions clients ask us at ETF Securities are about liquidity. Investors want assurance that ETFs...

We recently mentioned Capricorn Metals (ASX:CMM) as a stock to watch with the company entering the commissioning phase of the Karlawinda project. Since then, there...

To be forewarned is to be forearmed, and so we thought it’s worth sharing some insights on themes that investors should keep an eye on. 1. Income: this is...

Increasing regulatory scrutiny is feeding uncertainty in the Chinese equity markets and has once again raised the question of whether the local Chinese equity market...

Michelle Lopez, Head of Australian Equities at Aberdeen Standard Investments, got her fierce work ethic and sensible attitude to investing from her parents....

Not too long ago, in November of 2020, the investing gods answered the prayers of value investors and the market experienced a rare rotation from growth into value...

Prima facie, Australian shareholders have plenty of reasons to feel excited ahead of the upcoming August results season. Most companies have recovered from last...

If MM is correct and stocks are going to continue rallying before a period of consolidation then some healthy yield will add even more relative performance than it...

ASX listed companies report their earnings to the market at least twice a year, typically in August (full year results) and February (half year results). 2020 was a...

Every generation of value manager can expect to read the obituary of their investment style at some point in their career. Over the past decade or so, this has...

With interest rates near all-time lows, ASX-listed bank hybrids have become an increasingly popular source of regular and stable income for clients alongside the...