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Despite the recent rotation toward cyclical stocks, secular-growth companies should remain the main driver of tech earnings over the next several years.With...

Runaway inflation is the theme du jour. “Protect your portfolio from hyperinflation” scream headlines from investment newsletters. I have an alternative scenario for...

There has been a sharp rotation out of growth and steep sell-off in technology since the speculative highs of February. Of course, moments like this offer rare...

With the rise of speculative asset classes, risk-taking retail investors and the threat of inflation looming over markets, the last place I expected to find a safe...

The local market followed the US market again with a positive start that faded to a mainly flat close. After more than nine weeks without a turnover above $9 billion,...

Monash Investors hit headlines recently when it dropped the fund's Listed Investment Company (LIC) structure for a more favourable Exchange-Traded Managed Fund (ETMF)...

Unlisted companies valued at less than US$100 million are among the most attractive global investment opportunities over the next year or two, says Schroders...

Little-known $10 million Traka is out to repeat Lefroy’s porphyry success and Kin wins support with 22m at 9gpt in first-up drilling. A mix of copper and gold in an...

We’re in a place we could never have foreseen just 18 months ago, and in more ways than one. COVID, of course, blindsided everyone. But looking back a little over a...

In recent years, the general sentiment across much of the investment sector has been one that pushes industries towards a greater embrace of environmental, social and...

As we approach the midpoint of 2021, infrastructure is at an inflection point. Different markets are emerging from COVID-19 at their own pace, while long-term...

In Australia, citizens are embracing the new ‘COVID-normal,’ and this is synonymous with the economic recovery experienced across our largest sectors. The banks and...

Shooting the lights out (as an investor) is great, but even many small-cap investors need to strike more of a balance between risk and reward. As a family office...

A year ago, the big worry was depression and deflation, but the big worry now appears to have shifted to inflation. Just as share markets surprised with their rebound,...

Globally, governments are setting emission targets, some even with a 2050 deadline. This presents a colossal challenge for companies, particularly considering that the...

To say that the past year has been a good one for investors in L1 Capital’s Long Short Fund (ASX:LSF) would be an understatement. Investment returns and the share...

The local market followed the US market with a positive start that faded to a negative close. We are still stuck on the 10th consecutive week without a single day’s...

Travel businesses have really suffered due to the COVID-19 travel restrictions and border closures, but with many economies re-opening, unleashing a likely tsunami of...

The Polen Capital Global Growth Fund attempts to own 25-35 of the highest quality businesses which meet all of the manager’s five guardrails – a sustainable return on...

In the second episode of 'Direct from the Desk', I'm joined by senior analyst Jules Cooper as we do a deep dive into the software business Altium (ASX: ALU). The stock...