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For years Australia has suffered from poor housing affordability. According to the 2020 Demographia Housing Affordability Survey the multiple of median house prices to...

There is certainly plenty to be worried about and we continue to take a balanced view of the economic backdrop and market opportunity set. Economies are reopening and...

Zigging and zagging have been the story of 2020. The equity market zigged higher, then zagged sharply lower as the health and economic ravages of COVID-19 became...

Commercial real estate transactions have slowed down noticeably as the Australian economy digests the economic impact from COVID-19, according to Andrew Schwartz of...

Property advertising platform, REA Group (ASX:REA), was one of the first businesses to announce its results this reporting season. Given the COVID-related restrictions...

The “Winds of Change” are the long term trends and transitions gradually changing the world in which we live. They reflect the inevitable march of progress as the...

It’s widely accepted that if you’re after a premium offering, you’ll need to pay top dollar. This doesn’t deter Michelle Lopez and the team at Aberdeen Standard...

When it comes to investing, it’s better to be more sloth than leopard. If you do your own analysis it needs to be accurate and if you have made reasonable...

If Netflix is the new broadcast TV, then TikTok may be the new cable TV, serving users with a “seemingly” random and endless feed of 15 second-ish videos. A Chinese...

Just as different countries around the globe exude different fashions, cuisines and languages, investors too seem to portray different traits and preferences...

COVID-19 has heightened the short-term focus of markets, creating opportunities to buy high-quality companies at discounts, which we call Undervalued Franchises. An...

Income investors have been hit hard by 2020. Bonds are sitting at ~1%, yields are low, and dividends have been slashed. But according to Michael Maughan, Portfolio...

Ground hog day continued in markets over July, with many countries experiencing stop, start, stop outcomes on Covid-19 progress. Countries that are targeting...

Cash and shares appear to be the only 2 asset classes I seem to hear about in my travels and discussions with investors of all persuasions. There are actually 5...

Despite the continued earnings downgrades and dour corporate outlook statements, investors have clearly chosen to ‘look through’ 2020 towards a post COVID-19 world...

After somewhat of a slow start to the year, bond issuance has gathered momentum. While this has been mainly led by governments and financial institutions issuance,...

For the last decade, the Australian cash rate was high enough that investors could allocate a portion of their portfolio to cash or term deposits and earn a reasonably...

The transition to 5G has created headlines – less for the potential it offers, more for the ‘who builds the network’ question. The two are intrinsically linked though....

In addition to the acceleration of e-commerce in Australia, COVID-19 has produced several themes that are generating retail winners; some are benefitting from the...

Presenting recently on the state of the market and its behaviour, I was asked about some of the most risky elements currently at play. I’ve written previously about...