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The local market had a choppy positive day on the back of miners, after falling early morning into negative territory. Relatively low turnover continues into the...

Buy Now Pay Later darling Afterpay (ASX:APT) has seen its share price soar today on news of an international takeover by US payments giant Square (NYSE:SQ), with the...

We may not know the answer to this first question for years to come – at least until the “artificial supports” from the government and broader public sector are...

The situation is still evolving with regard to China’s new regulations for the after‑school tutoring (AST) sector and the subsequent sell‑off in platform education...

Looking at fixed income as an asset class in isolation, there are three key benefits required to make an investment allocation. These are: The expected income or...

Welcome to the Risk Return Metrics Listed Investment Company (LIC) / Listed Investment Trust (LIT) Monthly for July 2021. As usual, the key components of this monthly...

Ampol is a new position we established in the Firetrail High Conviction Fund. It may not be immediately recognisable as an ASX-listed company – this is because it...

For those unaware there was a market storm in China over the last week or so which brought the usual mix of challenges and opportunities in what was the steepest...

The US is at the centre of financial markets: When it sneezes, the world catches a cold. So recent concerns around inflation have put the world on notice. But,...

If the coronavirus were an Olympic athlete, it would be smashing the best-ever marathon time by taking a sneaky short cut, or else heaving to a weightlifting record...

IDP Education is a business with a strengthening competitive advantage that we added last year during COVID-19. In this article, we explore the emerging...

Local market had a choppy negative day despite BNPL pushing the market higher by over 10 points. Relatively low turnover continues into the eighth week without a...

As interest rates hover at historic low levels, investors are being starved of income from traditional fixed income sources. Investors are taking on more risk and are...

The explosion of COVID-19 cases in early 2020 saw economic uncertainty hit the markets. Volatility spiked and equity markets fell sharply – the S&P/ASX200 almost...

The financial year has ended and it’s a fitting time to take stock of what’s transpired and to also look ahead. Double-digit gains across many share markets featured...

Howard Marks’s latest memo on the “topic du jour” of inflation stretches to about 15 pages, around 8,000 words and graciously references the work of dozens of his...

Stock markets are expensive. Debt levels are extremely high. But earnings growth is strong. Really strong. And government/central bank support continues. Making asset...

If the world thought 2020 was "unprecedented", then what, my friends, could we describe as the seven months we have seen so far of 2021?  In just over half a year,...

In the July edition of the IIR LMI Monthly, we review some of the key news events and shine a spotlight on WAM Global Limited (ASX: WGB), which has just ticked over...

The local market had a strong positive day on takeover optimism, despite weak US market lead and weak China data. Relatively low turnover continues into the eighth...