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On 13 May, we published a quick update on the progress of the ‘Most tipped big caps’, the 10 stocks that got the most votes in our reader survey at the start of the...

With the backdrop of March and the trailing ‘winter of discontent’, the stark reality is that a number of converging factors will drive investors to rethink defensive...

Working out what’s important isn’t easy. Perhaps because Bill Gates is much smarter than most, he makes it look easier than most. His recent comments highlighted that...

While all eyes have been focussed on falling dividends this year, there has been little discussion around the negative impact this will have on the franking credit...

This reporting season was always going to be one to remember as corporates reported on the peak period of dislocation caused by COVID-19 and earnings estimates within...

When we started the Montgomery Small Companies Fund 12 months ago, data centre operator NEXTDC (ASX:NXT) was one of the first businesses we bought. On our analysis,...

There has rarely been a more urgent time to assess whether your money is being optimally managed. Market valuations are close to all-time highs while risk levels are...

Gold prices have surged to record highs and investors have flocked to hold it as an asset in the uncertainty of the COVID-19 pandemic. But gold is more than a...

As the now-concluded earnings reporting season shows, the pandemic has created a distinct market of winners and losers - interspersed with a few plodders just getting...

There are numerous factors affecting the supply and demand dynamics for commodities. While many of these factors can be short-term in nature, such as periods of...

Ahead of the Pinnacle 2020 Virtual Summit, we asked two Alternatives managers and two Emerging Strategies managers to share a chart from their presentation and explain...

As a fund manager in global equities, we are often asked about stock selection, especially at times like now when there has been a frenzy of investors that have piled...

Local market was hit hard from the start and stayed down with no real sentiment after US market overnight bashing and news of issues with UK vaccine. It was a solid...

COVID’s cruelling of global markets combined with historically low interest rates and flat bond yields has elevated the appeal of private equity. Free from the...

I recently caught up with Equity Portfolio Manager Claudia Huntington and she shared with me the idea that most successful investment decisions hinge on a single...

For all the devastation coronavirus has wreaked, the rapid acceleration it has spurred in virtual working, streaming of music and movies and online shopping present...

In Australia, Woolworths is a household name known to everyone due to its brand and its presence in our daily lives. 20 years ago Woolworths was focused on expanding...

The year has not been kind to Woodside and its peers in the oil and gas patch. In February, the company weathered Tropical Cyclone Damien – the most severe storm ever...

Strategic Energy Resources ('SER') are a company specialising in frontier and undercover mineral exploration. We find this junior exploration opportunity compelling...

Inflation risk is an important consideration for fixed income investors and something we aim to mitigate through active management. Rising inflation has a detrimental...