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Nathan Lim developed an early sense of self-reliance, immigrating as a child to Vancouver, Canada. His parents moved there with Lim and his older brother when the...

Whether you think there is a bubble, or the current valuations are justified doesn’t matter. It’s a fact that valuations are higher than they have ever been for many...

The details of the first of two parts of President Biden’s ‘Build Back Better’ plan, The American Jobs Plan (‘AJP’), was released on March 31 by the White House with a...

With a market cap of more than $200 billion, Novartis is one of the largest pharmaceutical companies in the world and a leader in developing trusted innovative...

If you’ve been following the news – which, two of my recent posts concluded, is a mistake! – for the past six months or more, you’ll be forgiven for thinking that the...

After years of cable broadband, is 5G set to change everything in the communications market? How are the opportunities in 5G benefitting infrastructure, and...

The local market delivered a choppy negative day on very low turnover. We have started the sixth consecutive week without a double-digit billion-dollar turnover day....

The rotation into low multiple - or value - stocks has gathered pace in recent months following an acceleration in the vaccine rollout, combined with additional...

Traditionally, a company would appear to have “made it” when the founders were able to ring the bell when listing in the public market via an initial public offering...

One of the prevailing investment themes of the past decade has been the long-term underperformance of value stocks versus growth stocks. Many have blamed falling bond...

Having launched the first corporate-focused green and sustainable bond fund in Australia, a common question posed to us is in relation to the current green premium or...

Everywhere you look are signs the property market is as hot as ever. Capital city markets residential clearance rates are hitting all-time highs, regional markets are...

At the start of any chess game, any pawn has the potential to become a Queen. The hard part for investors is to identify those small companies that will grow to be...

Few would have predicted it a year ago but house prices are booming again. Twelve months back, coming off the longest housing boom in Australian history, residential...

What's the first thing that comes to mind when you hear "shorting"? For me, it's every finance fanatic's favourite film The Big Short. Or, if you twisted my arm, the...

The last 12 months in markets have sure been wild. On average, the top five gainers across the ASX 200 returned a whopping 371.5%. And no to you cynics out there, that...

In the mid-1990s, Shane Oliver was recently married and in the market for a new house. He was driving around Sydney's northern beaches in the middle of winter...

Casting a critical eye over the Value stock universe, our four fund managers reveal which sectors they’re most bullish on as the vaccine-led reopening and recovery...

In the AFR I write that the most daunting challenge Australia’s central bank boss, governor Philip Lowe, faces is surmounting the formidable slopes of what is...

A Q&A with one of Israel’s leading equity fund managers. Q. What does Alpha LTI invest in? A. Alpha LTIs investable universe includes listed and pre-IPO companies...