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Australian exchange-traded fund investors should be optimistic as 2020 tapers off and a new year approaches after the listed vehicles passed their biggest trial by...

One thing I like about marathon running is the well-defined end-point. You train hard for a few months, eat well, dial it back for a week and then it’s race day. Once...

Investors love to talk about their winners. The stock they invested in when almost nobody had heard the name and became a ten-bagger overnight. A great Australian...

“History is merely a list of surprises. It can only prepare us to be surprised yet again”. It’s hard to disagree with Kurt Vonnegut having lived through 2020. A global...

We spend a great deal of time analysing data and few charts have created more debate in the Firetrail office over the past several years than that of new car sales. On...

The local market delivered a negative day on the back of the weak US lead and solid China data. US markets were hit on weak retail data and early reporting season...

Japan’s Kioxia Holdings, which in the early 1980s invented flash memory computer chips, was set for one of the country’s biggest initial public offers for 2020. In...

Our lack of exposure to the high-growth technology sector and the stable earnings streams from the healthcare and consumer staples sectors may seem extreme. But so are...

With the outcry over unfair competition and unethical behaviour growing louder, how much longer can the big US technology companies escape regulation? 2020 was another...

Rajeev Gupta of the Alium Alpha Fund joins David to discuss his career to date, the history of the Alium Alpha Fund, and the businesses that it invests in. In what...

Despite a challenging year in 2020, for financial markets the year has been extraordinary. The global pandemic was a black swan event that caused the biggest quarterly...

As we look back on the year that was, we believe one thing is clear: it’s critical that an investment philosophy performs in both up and down markets. 2020 showed...

If you were told that tomorrow the market would close for five years and you could only own shares in one company, which company would you choose? It's a challenging...

Coolabah Capital Investments (CCI) has a contrarian forecast that the state government budgets are going to track better than the states (and the market) expect. We...

With short-term cash rates hovering just above zero, and unlikely to move higher for at least three years, expectations are that returns on short-term cash investments...

The consensus is that emerging markets are a potential beneficiary from the US ‘blue wave’ after the Democratic Party won control of all three houses of government...

When I opened my last letter to investors in June, I said that recovery was certain. The extraordinary fiscal response, and a likely vaccine, would help end the sharp...

A healthy process to undertake as you get back to the market from holiday (if you managed one) is to do some attribution on what you’ve missed and what you hold. Half...

There is no escaping it. Every decision we make in life is influenced by a combination of emotion, intellect and circumstance.Whether it is the flavour of ice...

This time last year we were getting ready for the ‘known unknowns’ - the unpredictable events that we nevertheless knew were on their way. We knew that the Brexit...