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Back in May, we wrote about potential investment merit in Qantas, noting that, while airlines do not readily fit into the “exceptional business” category, we could see...

At the beginning of the year, we identified rare earth elements and battery metals as a key theme in our article “2020 Investment Themes & Opportunities”. The...

As one of the last bastions of decent risk-adjusted yield, where 7% p.a. - 12% p.a. is typical, private debt is becoming increasingly popular with investors looking to...

From a creator of medical products at the forefront of infection control, to a caravan-maker reborn as a modular building specialist – a handful of niche companies...

In recent months, we have been discussing the vulnerability of expensive and high-sentiment stocks as they have become a more and more concentrated part of the listed...

In the month of November, Australian dwelling values (ie, houses and apartments) climbed a solid 0.8% across all metro and non-metro markets according to CoreLogic's...

Local market was negative for the third consecutive day despite positive US lead and positive China data. It was all about geopolitics and pandemic mess in the US. US...

The ability of capitalism to raise the living standards of all members of society is probably one of the greatest success stories of the 20th century. Yet the rise in...

The trend line is unmistakable: environmental, social and governance investing (ESG) is big—and growing. Between 2017 and 2019, ESG investing grew by more than a...

Dire predictions about an impending real estate crunch and the death of ‘office’ in 2020 have failed to materialise. The latest figures on residential property...

I had an email from a Marcus Today Member this week saying “I know you have said many times that the market is sentiment-driven, but at the moment the US market has...

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance GMO is forecasting negative real...

While most people likely think of Geoff Wilson AO as a stock picker, he freely admits to being “the old guy” who does “very little” these days – compared to his...

The past year has shown volatility like no other. After hitting rock bottom in March, the market has shot up over 50%, in just nine months. Nail biting investors...

Local market delivered another negative day on pandemic damage to the economy while US market was shut for Thanksgiving holiday. Global investors turned negative on...

In the AFR today I write that Reserve Bank of Australia governor Phil Lowe’s greatest legacy will be the fusion he has forged between fiscal and monetary policy since...

A key question in every investors’ minds is when to sell. You might own a few stocks in your portfolio that are going very well, perhaps some new-age businesses that...

With the heavy amounts of Government stimulus being provided worldwide this year in response to Coronavirus' economic impacts, we wanted to get the perspective of...

Surging demand for EVs is expected to see rare earths live up to their name, with prices reflecting the forecast supply-demand imbalance. This bullish outlook is...

The pace of the pandemic recovery has caught many investors off-guard, including 1851 Capital's Chris Stott, but the manager’s rapid bear-to-bull transformation has...