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In this report, our analysts share their sector view and top stock picks for FY22 across a range of sectors including listed investment companies, agricultural & FMCG,...

“Finding the really outstanding companies and staying with them through all the fluctuations of a gyrating market proved far more profitable to far more people than...

Another bumpy ride this week. The positive economic recovery data was overshadowed by the latest Melbourne lockdown, the extension of Sydney's and increasing concerns...

Founders have changed the world and will continue as long as capitalism exists. Our system motivates bright individuals to pursue dreams and build companies that...

Despite a worldwide rotation into value and cyclically-exposed companies, the rotation in Australia has been modest, and weighted to the performance of just seven...

The local market started negative and ground its way back to flat territory before the pump at the close delivered a slightly positive day. The market has been...

“In the short run, the market is a voting machine but in the long run, it is a weighing machine”. The triumph of emotion over fundamentals to which Benjamin Graham’s...

Capital markets do not always behave as expected, as evidenced by the decline in core government bond yields in recent weeks, and the flattening yield curves that have...

July is a natural time for us to review the financial year just past – both in terms of The Montgomery Fund as well as the investment journey of the broader market....

The ASX200 Accumulation Index, which combines share price appreciation with dividends paid, closed off FY21 with a total return of 27.80%. It wasn't the best...

The news out of the US on Tuesday night was pretty much all bad for the domestic and US BNPL space. I refer here to: Speculation rife that tech goliath Apple Inc...

Listed investment companies and exchange-traded funds have had nothing short of a stellar financial year, with funds under management skyrocketing in the 12 months...

Barry Dargan knows a crisis. The CEO and founder of Intermede Investment Partners started his investment career not long before the 1987 crash and proceeded to work...

And speaking of hunger, is St Barbara about to consume Kin and kick-start a regional consolidation? The nickel price has rallied hard since the setback earlier in the...

Large caps had a smashing year in FY21. The S&P/ASX 100 index returned more than 20% over the past 12 months - which is pretty incredible when you think that in the...

The local market started positive and then faded through the day, with slowing China data and Melbourne lockdown adding to the negative sentiment. Mid-caps were the...

I’m borrowing from Financial Times columnist Merryn Somerset Webb’s expression that inflation is a wealth tax because it so elegantly puts into relief what the current...

The last three months have seen a dramatic rally in the AREIT sector as Australian 10-year bond yields came down from highs of 1.9% in late February to 1.5% currently,...

Why do we remember some things as clearly as the day they happened decades later, yet in other circumstances cannot remember what we did last Tuesday? The answer is...

It sometimes seems that the worry list for investors has become more threatening and more confusing than ever. This was an issue prior to coronavirus – with trade...