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On Monday 23rd November, Ampol (formally known as Caltex) announced a $300m off-market buy-back after finalising its property transaction where it raised $635m after...

The doom and gloom associated with 2020 has grabbed a lot of attention but investors are missing the case for optimism, argue Catriona Burns and Nick Healy from Wilson...

The ASX is replete with hugely successful companies that not long ago were small caps, such as Afterpay and Fortescue Metals. Sadly, there’s also the reverse: ‘famous...

Several trends in technology have accelerated as both corporations and consumers adapt to a new world in the wake of the COVID-19 pandemic. We discuss five trends that...

Economic cycle background Ray Dalio has a series of explanatory videos that talk about debt cycles and in particular the contrast between a short debt cycle and a long...

Apart from a couple of oil-related spikes, you have to go back 30 years to find inflation consistently above 5pc. Since the early 1990s, consumer prices have risen...

“Risk-adjusted returns”. That’s one of the more common phrases you will see on fund manager websites. It is, after all, what we are all trying to do: maximise returns...

It would be difficult to read the business news or spend five minutes in front of your Bloomberg terminal without seeing their names. Both companies have been in...

In this episode of Magellan - In the Know, as a new and very different president-elect prepares to enter the White House, and as vaccine hopefuls emerge to suppress...

Local market had another positive day with global macro currency trade driving all sectors green. Global investors were chasing the rising AUDUSD with Energy and Banks...

Australia is home to high-quality companies with strong growth potential. The global Covid-19 pandemic has divided our stock market into three categories: companies...

With Private Equity investing becoming democratised via novel structures like Listed Investment Trusts. It is important that investors are able to educate themselves...

Earlier in the year we wrote about our attraction to the mining services industry given a favourable macro backdrop, earnings growth and cheap valuations. While the...

Further to our little note about the extinction of housing bears as a species, Australian dwelling values have continued to climb higher in the month of November to...

In financial markets, predictions are ever-present and unavoidable. Yet investors worthy of the name don’t allow forecasts, including those of experts, to determine –...

Warehouses have come a long way from being dirty sheds in the middle of nowhere. Today, highly automated warehouses are occupying populous urban locations and powering...

In this episode, David speaks with Chris Andrews, the Chief Investment Officer at La Trobe Financial. La Trobe Financial manages a book of mortgage-backed loans on...

The global leader in digital media and digital marketing solutions, Adobe, recently snapped-up start-up, ‘Workfront’, for US$1.5 billion. One investor toasting the...

Optimism in the macro outlook grew steadily throughout October, starting with an indication of further monetary easing from the RBA, followed by a Federal Budget which...

Local market started positive on global macro currency trade and faded through the day as expected. Once again the local market was a captive of the global investors...