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Normally investors shun speculative plays in times of market uncertainties, but that’s not been the case with ASX-listed life sciences stocks across the drug,...

One of the most fundamental dichotomies that can be drawn in equity markets is the one that separates “value” from “growth”. In simple terms, you pick a basic metric...

Heading into 2020, the U.S. presidential election looked set to be one of the biggest stories of the year. The coronavirus pandemic drastically changed that narrative,...

City Chic Collective (ASX: CCX) has been nominated as the ‘stalking horse bidder’ for the e-commerce assets of Catherines, a US women’s plus-size fashion chain. The...

The prospect of outsized returns in small caps is a calling card for investors. Returns above of 150% for the top quintile of small-cap stocks dwarfs the ~50% returns...

Global equities saw fit to focus on the positives last week, taking heart in the Fed’s renewed pledge to support growth and in the awe-inspiring ongoing strength in...

The utilisation of multi-manager frameworks is often criticised as detracting from returns. However, focusing on return maximisation ignores the inherent uncertainty...

Investors can be deluged with company results announcements during any given day of reporting season. Failing to keep pace with this torrent of information can mean...

In his previous video, high conviction fundie Stephen Arnold of Aoris Investment Management shared insights around his simplicity-led investment process and why he...

Raleigh Finlayson is Managing Director of Saracen Minerals, a long term high conviction holding for us. Following their recent entrance into the ASX 100, I spoke...

Kerry joins David to discuss impact investing, and his career in financial markets. Throughout the episode, Kerry and David discuss and define what impact investing...

Escalating COVID-19 infection rates in the U.S. have forced a rollback of many economic opening measures, potentially uprooting the already fragile recovery in U.S....

The week before last was one of the slowest of the year in capital markets, barely $100m was raised and the majority of volume was concentrated at the smaller end of...

Earlier this week fund manager Perpetual opened their cheque book, paying $569 million to acquire a majority stake in Dallas-based fund manager Barrow Handley. They...

If there's any sweet spot for a growth investor to be in, it's within an industry booming due to a structural shift in demand for a given product or service. However,...

When we think about growth versus value, and this is very topical now because growth stocks are doing well, I think it's important to recognise that this has actually...

In recent years, there's been an increasing trend of successful Australian businesses expanding offshore. In prior decades, offshore expansion attempts had rarely...

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance American executives are dumping...

In the AFR today I write that while the life of an investor/trader can be stimulating, it is also stressful. The active investor is effectively betting that the...

Over the past few weeks, we have featured a series of nine educational articles focused on investing in income-generating asset classes. I recently hosted a live...