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It’s become impossible to ignore extreme weather phenomena. In Australia, uncontrollable bushfires, storms and floods destroy people’s homes and possessions far too...

This article was first published in Money Management magazine 6 May 2021 issue. Epicormic buds lie dormant, hiding underneath tree bark waiting for the right...

Thus far April’s US economic data has had a consistent theme despite the nation’s rapid progress on the vaccination front and the bounty of monetary stimulus that has...

At the beginning of 2021 we asked you to pit your wits against our experts by picking your stock tips for the year ahead. The response was overwhelming, and...

Responsible Investing has been around for a long time, but the COVID pandemic seems to have transformed it into a secular trend that could become the dominant strategy...

Last week, at one of our Livewire team meetings I told my colleagues that I'd been getting interested in Hybrids, especially since the listing of the brand new...

Global equities can provide significant benefits to a diversified investment portfolio, ranging from higher return opportunities, enhanced portfolio diversification,...

After more than two decades working in funds management, Fidelity International's James Abela has proved himself a force to be reckoned with. The portfolio manager's...

In a market where an increasing proportion of the winnings are going to a decreasing proportion of companies, it can be difficult to consistently find quality stocks...

In the AFR on Friday I wrote that the wonkish deputy governor of the Reserve Bank of Australia, Guy Debelle, delivered some profoundly important home truths in a...

We have deep dived into fixed income markets, searching for value before the ruck forms. Despite an awfully weak inflation print, we have little faith in the long...

To be successful in the changing asset management environment, fund managers need to continuously reinvent themselves. In the past, they had to deal with...

Looking for the next big thing? We're already onto it. The Lennox Australian Microcap Fund is an actively managed portfolio of 20 to 40 microcap companies listed in...

When thinking about COVID winners, a 70-year-old US-centric payroll solutions company is unlikely to be top of mind. However, complex requirements for stimulus...

As governments and central banks around the world try to set their economies into overdrive, inflation has quickly become the key story of 2021. Rising inflation is...

Many listed investment companies are flush with cash at the moment, especially equity-based vehicles that aggressively dialled back their dividends in the first half...

Well, well, well. What a week it's been. Serenity fled the markets and panic seemed to be the biggest driver this week. Concerns about earnings reports (or lack...

Inflation fears have taken the lofty tech giants for a wild ride over the past few months, after what was nothing short of a spectacular 2020. The NYSE FANG+ Index,...

It's highly likely that over the past 12 months you have become acquainted with fresh-faced portfolio manager Michael Frazis. After all, he has graced the pages of...

What challenges plague the mind of a CIO? SPACs and cryptos? An equity markets hangover? Or perhaps something more sinister and complex? We sat down with the chief...