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Much of the market’s interest in the Federal Reserve’s (Fed) review of its monetary policy has focused on its embrace of average inflation targeting. While the...

In a world where intangible assets such as research and development, employee training and branding increasingly form the backbone of companies’ competitive...

There have really been three key phases to investment markets over the last year: the chaos at the start of the pandemic, followed by the incredible financial...

Universal Store (ASX: UNI) is a youth-focused retailer of trend-led and casual fashion, shoes, accessories, lifestyle and ‘gifting’. It only listed last November, but...

One significant event risk that we have been actively positioning for is a tsunami of senior bond issuance from Australia’s banks as they seek to gradually repay the...

A new league of portfolio managers have stepped onto the playing field, ready to take on incumbents with new strategies, refreshed focuses and an insatiable hunger for...

With reporting season well and truly behind us, we thought we’d take a look at the state of LIC balance sheets as it pertains to dividend coverage. The company...

The goal of equity fund investors should be to identify and stay with top-performing managers over the long term (at least five to 10 years). Data shows that virtually...

The local market started positive and faded to flat, before global buying after lunch in the large caps drove the market into a positive low turnover day. We continue...

The psychologists call it middle child syndrome. The firstborn gets the responsibilities and privileges. The youngest is the over-indulged baby. But what about the...

More non-bank lenders are clamouring to list on the ASX, but is it a harbinger of a permanent new banking paradigm or a sign the bull market is nearing a peak? We’re...

Australian income investors have experienced a remarkable turn-round in recent months when it comes to dividends. After a weak 2020, the first three months of 2021...

The government's policies have been focused on spending and have encouraged Australians to borrow more, driving strong credit growth. However, the more indebted...

Those who twigged Web 2.0 would transform the world over the past decade are doubtless feeling pretty smug right now. And why not? The likes of Facebook, Amazon,...

L1 Capital is perhaps best-known for its listed investment company, which made headlines for all the wrong reasons when it launched almost exactly three years ago. ...

Twelve months ago, COVID-19 was wreaking havoc on people’s lives, financial markets and the economy. Significant uncertainty weighed on markets, with key questions...

Back in February 2011 my estimation Woolworths' intrinsic value put it at $23.36. At the time the company traded for $26.42, a 13% premium. Six months later, the...

The outlook for income investors looks remarkably bright, especially when you consider how things were looking just six months ago. Today, Westpac outperformed...

I covered Westpac (WBC) a year ago almost to the day on this forum (click here to view) with the conclusion being: The case to buy banks into current weakness with a...

Recently I sat down with my colleague Andrew Baume to reflect on 2020 and what lessons can be drawn. As he says, with the dubious benefit of over 35 years in...