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Market sentiment dramatically shifted in November with the sudden announcement of promising COVID-19 vaccine results and the outcome of US elections. In an effort to...

Theme 1 Reflate the economy As share markets crashed across the globe in March and April, central bankers reduced interest rates and Governments expanded their balance...

With 2021 just around the corner, vaccine distribution looking promising and a US election put to bed, the bulls of the market are bucking, with little concern of any...

We’ve put small-cap stocks under the microscope in recent days, after asking a handful of Australian fund managers how they find the best-performing, most resilient...

In the AFR today I write that Australia’s ferocious banking regulator has tried its darndest to blow-up our deposit-takers in the latest iteration of its...

Australian property prices are set to boom in 2021. Why? Australia’s successful elimination of COVID-19, the economy’s better than expected recovery, and the...

Argonaut’s latest annual compilation features diverse mix of commodities and locations. In the mix is Bardoc Gold, which a fellow broker says is yet to get the love it...

As we’ve highlighted in the two previous quarterly asset allocation valuation publications, (pretty much) everything is expensive. Abundant liquidity has pushed...

There’s no denying the world is ‘going greener’. A major structural shift in the way we produce and consume energy is underway and will accelerate significantly during...

Exploiting inefficiencies and finding real alpha in bond markets during an era of low yields is possible says Ying Yi Ann Cheng, Portfolio Management Director at...

It is something we’ve all been told before. Successful long-term investors survive short-term volatility by sticking to investment principles that have withstood the...

Local market was boosted by monthly market level index option expiry turnover and AUDUSD getting jammed up by collapsing USD. US Fed update follows the weak clueless...

A desire to forge his own path led Andrew Lockhart from a 26-year career with National Australia Bank to strike out to form what is now one of Australia’s most...

Why is the market so high? Why has “value” underperformed? It’s not a simple answer, but it’s not all that complex either. I’ve broken it down to: Risk and Return...

Friday will bring the last of the recent hybrid listings in the form of NAB's circa $2 billion plus* Capital Notes 5 security (ASX: NABPH). The big question is where...

Local market started positive on global investor buying on currency trade and held up most of the day in low turnover before late selling pulled back the...

With equities haring away, it's easy to turn a blind eye to the stable and steady tortoise in your periphery. But a defensive play, one with strong diversification to...

Smart active managers in high-grade credit can find and exploit bond mispricings to generate alpha (or capital gains) that is as big, if not bigger, than the yield...

Investors love stories like that of global e-commerce giant Amazon – which two years ago became the first company to hit a trillion-dollar market cap. Far from its...

In 2014, Peter Thiel, the founder of PayPal and Palantir, gave a lecture at Stanford University called “Competition is for Losers”. Thiel argued there was only two...