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Corporate capex growth crashed in 2020 for understandable reasons.Commodity capex in particular contracted at a record pace and now its weighting of total S&P500 capex...

We are in the fourth and final mini reflation cycle of this 12-year bull market. Price signals across capital markets are suggesting we have reached an important...

At midnight a couple of days ago the US Food and Drug Administration announced the approval of Biogen's Alzheimer's drug Aducanumab. Usually, when a drug is approved...

The famous 1955 quote by then US Federal Reserve Chairman William McChesney Martin was that “The Federal Reserve… is in the position of the chaperone who has ordered...

Step right up, step right up! Welcome to the Stock Market Circus, an unruly bazaar that is full of brazen salespeople, fortune tellers, sham wealth remedies,...

With concerns looming about the possibility of an inflation fuelled market sell-off and the eventual tightening of monetary policy at the forefront of investors’...

The performance in US equities in particular over the last 12 months has been massive. However as the below charts show that run might be coming to an end for now –...

Sustainability means something different for everyone. For investors, you've probably heard the term being thrown around a lot recently as companies begin to...

If 2020 was a wild year for equities, 2021 has been just as exciting for fixed income investors. In February, a sharp rise in bond yields and inflation expectations...

In this episode, David speaks with both Prasad Patkar (Head of Qualitative Investments) and Peter Brooke (Head of Quantitative Investments) at Platypus Asset...

In this first-ever analyst’s forum for Wilson Asset Management, our Equity Analysts share the stocks they would buy, hold and sell in sectors including financials,...

As an investor, you understand that diversification is key to protecting and growing your wealth, but are you applying it effectively? There’s a lot more to this vital...

They say that behind every great business is often an even better management team. We're told to invest in people rather than the business, to find leaders with "skin...

When you’re sifting the listed company universe, some stocks are just impossible to ignore. If you’re lucky enough to stumble across businesses with wide moats of...

Autonomous and advanced driver assistance solutions have revolutionised the driving experience and are tackling road safety head on. Over many years, automakers and...

In the AFR this weekend, I write that make no mistake, Treasurer Josh Frydenberg has pulled off a minor miracle saving Australia’s prized AAA credit rating, which has...

Truly special businesses don’t come along very often. Those with enduring competitive advantages, the ability to grow for long periods and produce high returns on...

When I put out the call inviting Livewire readers to share their investing journey, I was struck by the diversity of philosophies that our readers employ. One...

Pantoro Limited is a Western Australian gold producer with the potential for near term value growth. The company has operated its 100% owned Halls Creek Gold...

A wise portfolio manager once told me that he thinks in decades. Usually, each decade is different with different investment trends and opportunities. It is...