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From morning to night, a procession of politicians lining up to front the media has ensured none of us could miss the fact a federal budget was delivered last week....

Global micro-caps is a relatively unfamiliar asset class for most investors and one which is dogged by misconceptions. We want to challenge these myths and help...

Intel Corp (XNAS: INTC) has experienced several setbacks in recent years due to technological delays and increased competition. Competitor AMD (XNAS: AMD) has taken...

The 20th Century didn’t get off to a great start. The First World War produced death on a previously unknown scale. Then, in its final year, a global influenza...

It has been a tough 12 months for investing in quality, particularly for those who pay close attention to valuations. There has been a double-whammy from the...

Markets and commentators alike are fixated on inflation, as signs suggest it is coming and will be anything but transitory. Meanwhile, most central banks –...

Recession, divorce, unemployment, losing a trusted adviser and becoming a father at age 56. These are just a few of the unexpected twists that have confronted Neil,...

The transition to a clean energy future is gathering pace and requires trillions of dollars of investment in the decade ahead. Bloomberg NEF estimates that US$500...

The investment outlook is about to get murky as we wade into a challenging period for markets. Turbulence from economic activity should start to pick up as the...

The economic consequences of COVID-19 hitting Australia were tragic – both at the aggregate level and because certain industries and occupations were far more heavily...

In this episode, David Clark, partner at Koda Capital, speaks with Tim King, founder and chief investment officer (CIO) of the investment management firm, Melior....

The lingering impact of COVID-19 varies by different regions in Asia. In China, domestic life has largely returned to normal. Restaurants, malls and even movie...

Love them or hate them, you really have to hate the banks. Right? Well - maybe not so fast. After all Aussie investors love them, and why not? They've been a trusty...

In parts of the world where COVID-19 is more under control, activity is returning to normal, particularly in toll roads and freight rail. Work-from-home is happening...

It takes a special type of person to be a contrarian investor. Few people are willing to buy companies while others predict doom. It requires accepting that you won’t...

No, it's not just you. The world felt peculiarly unstable this week. Was it the cyberattack in the US that struck the heart of a major infrastructure pipeline and...

Any analysis of the potential for conflict in the Taiwan Straits must take into account Taiwan’s critical and dominant position in the global semiconductor supply...

Earlier in the year, we found that Australia's best performing sectors of the past decade were healthcare and technology. They are both fan favourites given their...

Local market had the bounce back day after bashing like the US market. Local market keeps moving on weak to low turnover as sentiment remains weak on up and down days....

In the AFR this weekend I write that over the years my column has been the staunchest possible defender of Australia’s prized AAA sovereign credit rating, regularly...