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It’s that time in the cycle again. US bond markets and commentors are worried about inflation. But with US unemployment at 6.2%, should this be a concern? ...

Here's a little sizzling fun fact for your Friday after-work drinks. There is now more than $102 billion invested in exchange-traded funds (ETFs) in Australia, with...

Since its insolvency just over a month ago, plenty of information has come to light that helps us understand what went wrong at Greensill. Whilst most of the media...

Here we are at the Q1 checkpoint to see how our peloton of fundies has performed so far. Who is leading the pack and who will be left in the dust this year? But first,...

In early 2020, Nathan Lim, head of wealth management research at Morgan Stanley Wealth Management, noticed a strange phenomena. Chinese New Year had just passed, but...

G'day and welcome back to the latest instalment of Off the Charts! bringing you the biggest headlines of the week on all things investing. The theme of this week,...

In the AFR I write that while our contrarian macro forecasts have been widely documented, what is not as well understood is the many complex inputs into these...

Lakehouse Capital chief investment officer Joe Magyer has harboured a curiosity for investing from an early age - his earliest memories filled with nostalgic...

Local market delivered a flat day despite the strong numbers out of US and China on decent turnover. It is the week of the option expiry moves. Aussie market had its...

Net Zero initiatives are gathering pace. While moves to decarbonise the world’s economy are reducing the need for some infrastructure assets, they are underpinning...

Bond markets are undergoing a readjustment. The first quarter of 2021 delivered a sharp rise in yields across developed bond markets in recognition of a much stronger...

Despite its strong run, the Allan Gray Australia Equity portfolio remains heavily tilted towards beaten-up cyclical companies, as their decade-long underperformance...

The inevitable march away from fossil fuels towards low- or no-carbon alternatives will bring about many changes in the world, but perhaps no sector of the economy...

There are so many things in life that remain unanswered: how to cure hiccups, why time runs in only one direction, why there is only one word for thesaurus. However,...

Twelve months on from the COVID-19 led market correction, the rotation to value stocks has continued as further economic re opening beckons. Locally, Consumer...

Plus, there is a buzz around Rumble’s impending zinc-lead assays and IGO prepares to start drilling at Boadicea’s Fraser Range plot. The copper stocks weren’t in...

In the month of March, global markets saw the rise in bond yields as investors worried about unmanageable inflation on the horizon. This has definitely shaken up...

Local market delivered second consecutive positive day on decent turnover after three weeks of low holiday volumes. The main player was still the global investors...

The global leader with more start–ups and R&D than anywhere else. We are well and truly progressed in the momentum of a prolonged technological revolution.Investing...

One year after the COVID crash, stock markets have moved from extreme fear to euphoria. In the March quarter, excitement reached new heights as defensive assets such...