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After a year in which Britain almost succumbed to a different sort of wide-ranging existential threat to survival, the words uttered by Winston Churchill in 1940...

As a child, I enjoyed reading "Choose Your Own Adventure" books where the reader assumed the role of the lead character and made decisions that determined what...

Having an eye on the downside of a deal has served us well over the years, and a keen eye on mitigating risk has meant consistent outperformance for the transactions...

Local market had a positive choppy below par turnover day. The main players were global investors. Market popped on the open and then faded to flat before the lunch...

It would appear the death of banks as an investment has been greatly exaggerated. Australian banks have had a very strong period of recent outperformance since the...

Equity allocations have surged to a two-year high. Cash allocations have dropped to the bottom end of the range. But cash "levels" have not changed much at all… Put...

From small beginnings, environmental, social and governance (ESG) factors have become important considerations for asset managers globally. As you will see in this...

To invest well, you need to consider your financial goals, investing time frame and risk tolerance. Investment risk is the likelihood that you’ll lose some or all the...

After a decision to keep rates lower for longer, many market commentators fear that the RBA's ever expanding balance sheet is putting the economy on track for...

Decarbonisation has quickly become one of the most important topics for governments around the world. After dealing with one global crisis, leaders across the globe...

Local market started positive and stayed there with another below par turnover day. After two weeks of below par turnover, we started another holiday week the same...

If cash is king, then rent is an ambitious prince for listed property investors. It’s all (mostly) about rental income for those sifting real estate investment trusts...

Investors thirsting for an ASX beer exposure have been left largely unsated since Fosters/Carlton United Breweries and Lion Nathan were subsumed by foreign buyers a...

No one expects a rate change from the RBA any time soon, but some leading experts believe it might happen sooner than we think. With no change to rates, all eyes were...

After the initial COVID-19 shock last March, which hit the FY20 reporting season, investors were keen to see how the sector landed as we emerged from the pandemic....

As we reflect on the first quarter of 2021, we believe we find ourselves in a rather heterogeneous market. In some pockets, we are seeing hot speculation in SPACs,...

The recent news that Scales Corporation has emerged as a front runner to acquire Villa Maria Estates brought to mind a checklist that investors would be advised to run...

An increasingly successful vaccine roll-out, the passing of a massive US fiscal stimulus, and recently less hawkish China policy outlook all suggest that 2021 will...

On 10 January 2020, the first novel coronavirus genome sequence was made public. This accomplishment effectively fired the starting gun in the race to find a treatment...

The pace of change continues to increase across a range of industries, presenting both opportunities and risks for investors. I recently discussed the implications of...