popular wires

The tremendous performance of the U.S. equity market over the past six months has confounded many investors. Yet, look under the surface and it might make more sense....

Alternative Credit investments span the liquidity spectrum and are secured by assets that generate cash flows upon which the investment relies for repayment. From an...

In this detailed interview with the irrepressible Peter Switzer, I discuss why house prices are now increasing in all cities bar Melbourne (yes, it appears that Sydney...

Yesterday the Healthcare Sector rallied +2.6%, only beaten on the day by the IT stocks, its been a while since this previously loved group has caught my eye in the...

Under more “normal” circumstances, we’d all be talking about the economic recovery by now, with follow-on consequences for government policies, central bank focus...

Had the Australian population agreed with the mainstream press that the FY21 edition of the Commonwealth Budget was the “most anticipated” in years, then they would...

In my AFR column today I explain how the big banking bear, Perpetual's Anthony Aboud, has closed out his shorts and got aggressively long the major banks (or via...

Markets move in cycles. The last 40 years have seen interest rates down from 20% to less than 1%, quietly fuelling a rise in bond returns over the same time. This has...

After a bumper year, the Goldfields air is thick with anticipation, if not planes. A “potential show-stopper” from Chalice and Greatland on finding gold in the Pilbara...

After some good feedback on recent insights into our stock selection process, I thought I’d share our thinking about another one - Prudential Financial (NYS:PRU). A...

Diversification has famously been described as the “only free lunch in finance”1 for its potential to reduce risk without sacrificing returns. It seems that this free...

We wrote in June about De Grey’s ($1b market cap at that time) discovery at Hemi looking like it was world-class. With its market cap growing from $60m micro-cap at...

It's a relatively unknown asset class locally, but convertible bonds, which combine characteristics of both equities and bonds, held up remarkably well during the...

Some readers may remember the early days of video games – whether the thrilling chases in Pac-Man or driving along Rainbow Road in Mario Kart. The video game industry...

With Australia on the path to recovery and the second wave apparently arrested, all eyes yesterday were on the Federal government and the RBA as they handed down the...

Amid the US-led tech sell off the ASX-listed buy now pay later (BNPL) sector has had a decent touch-up, with valuations as much as 40 per cent down on their recent...

Last week I sat down with Shaw & Partners Analyst Jono Higgins for an update on the BNPL stocks as we enter a strong period for online retail. I rate Jono highly in...

Fidelity Australia’s top stock picker Paul Taylor reflects on the common traits of two early additions to the Australian equity strategy, which he’s headed since it...

With the thunderous volatility in markets and extraordinary levels of policy intervention, BlackRock’s ETF business iShares is seeing ~70% of fund flows heading into...

In uncertain times, investors often question the best approach for their portfolio. The debate between investing in growth or value often comes up during uncertainty,...