popular wires

The ongoing pandemic lockdowns may have been a boon to online commerce, but don’t presume the unprecedented tide of spending on the part of captive shoppers has lifted...

Since late 2020, we’ve pivoted our portfolios to businesses likely to benefit from the economy’s reopening – and generated excellent returns. But the emergence of the...

There’s a lot of talk about the importance of environmental, social and governance issues in investment decisions, but is there sufficient action? And if there is,...

Australia’s sustainable bond universe blew past $15 billion in 2020, but still lags the European market by four or five times on a relative basis, says Realm...

The 2021 Fidelity Investment Forum webinar presented a chance to reflect on the past and consider the future pathway being paved. It has been a long time since there...

The rally in value stocks has faltered after hawkish comments from the Federal Reserve (Fed) about the pace of interest rate hikes. But prospects for US economic...

The financial year to June 2021 was a bumper year for the Australian share market. The ASX300 Accumulation Index return of +28.5% was the strongest financial year...

In this episode I was fortunate enough to speak with Andrew Rado, Managing Director & CIO of Longreach Maris. A strategy that aims to provide an ecologically...

When generating returns in portfolios, active managers have two levers. The first of these is beta, the returns to markets from passive investing. The second lever is...

James Anderson, the star stock-picker of Baillie Gifford’s Scottish Mortgage Investment Trust, announced in March that he will hand over the reins of the fund....

A few weeks back at a presentation I was asked whether I thought Mainfreight was expensive. With the stock up over 200% since the lows of March 2020 and a forward...

In our most recent Asset Allocation Insights update (Quality Time June 9, 2021), we retained a positive stance on commodities but also expected more modest gains from...

One of Australia’s best long-short equity managers, Tim Carleton from Auscap Asset Management put it very simply: “Rent – it’s an essential cost for most business and...

A degree in aeronautical engineering is surely the most unconventional route for a career in funds management but it's a route that has greatly assisted Nick Kirrage,...

When it comes to market sentiment, a quarter can make a world of difference. Much hype surrounded value during the first quarter of 2021. Now, throughout the second...

Local market started positive on a choppy low turnover day before sliding back to flat at the close. We have started seventh week without a double-digit turnover day....

For global investors, the past 16 months stand out for me as a period that is both intensely painful and incredibly instructive. On or about March 23, 2020, the...

PIA, Australia’s largest international ethical LIC, has announced an increase to its latest fully franked quarterly dividend. The Listed Investment Company has...

Nike (NYSE: NKE) is the global athletic market leader selling footwear (~60% of sales), apparel and equipment across all regions of the globe (~40% North America, ~25%...

After 18-months that has seen retail investment soar to previously unimaginable highs, it's obvious that many are chasing the next big idea. We’ve all heard the terms...