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Value investors are on the cusp of a rare opportunity rivalled only by the tech wreck of the late 1990s, says Lazard Asset Management portfolio manager Dr Philipp...

Live from London Be careful what you wish for. There was a time when most Brits would have given anything to have something other than Brexit dominate the news. For...

In this episode of In The Know, I talk to Kevin Johnson, President and Chief Executive Officer of Starbucks. In this wide reaching interview we find out how Starbucks’...

We sat down with Hamish Douglass, CIO of Magellan Asset Management to discuss global opportunities amid COVID-19. In this interview, Hamish discusses the gap between...

One of the key attractions of inflation-linked bonds (ILBs) is that they provide explicit protection against an increase in inflation. This becomes particularly...

Local market was under the pump all day as risk off trade into month/quarter end. Global investors were the dominant players and big lines being crossed in a lot of...

In the AFR I write (twitter link here) that the Reserve Bank of Australia’s deputy governor Guy Debelle has delivered one of the most dovish speeches of his career,...

Are you concerned about the increasing number of zombie companies and a looming tech bubble? Well, perhaps the situation is not as worrying as it seems. With...

Jackie Vullinghs joined us to talk VC opportunities and tech valuations, available on iTunes and Spotify. Jackie Vullinghs read history at Magdalene College,...

ASX listed debt trusts are trading at material discounts to the value of their underlying assets, which presents potential opportunities for investors to derive...

Since the onset of the coronavirus, more people are working from home, and while there will likely be a large-scale return to the office as the health risk subsides,...

Many of the things we took for granted have been thrown into doubt by the Covid pandemic. How we work, travel and amuse ourselves are among the biggest changes. Less...

Risk markets appear to be battening down the hatches as winter is coming in the Northern Hemisphere and the beneficiaries of the phenomenal global fiscal and monetary...

Before COVID-19 hit, Nucleus Wealth launched an Australian property calculator. The idea I wanted to illustrate is that house prices are very sensitive to interest...

Several emerging market economies are seemingly over the worst of the Covid-19 pandemic and are showing signs of life. Within these markets, some companies are trading...

The retail sector has been key beneficiary of the COVID-19 period in Australia, with record sales growth across many categories and record share prices for online...

With nearly $9 trillion in assets, BlackRock is at the confluence of how money moves across the global financial system as well as tectonic shifts in market trends....

If you ask any investor to name some Asian equities, Tencent and Alibaba are likely to be at the top of a very short list. But despite the focus on these two tech...

In the 1990s Microsoft capitalized on the explosion of personal computing worldwide with Windows and Office. Today Microsoft is taking advantage of another massive...

How much do elections impact the stock market and portfolio returns? Should elections even matter to long-term investors in the first place? These are the questions...