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In recent months, The Montgomery Fund has accumulated a significant position in Woolworths – it’s now one our largest positions. And we remain positive on the outlook...

Australia’s chief scientist Alan Finkel describes hydrogen as “Australia’s next multibillion dollar export opportunity’’ - and judging from two recent equity raisings...

At the onset of the Covid-19 crisis, governments of all political persuasions in many countries enacted moratoriums on tenant evictions. The superficial narrative used...

By Sophia Rodrigues For the first time since announcing the package of measures on March 19, the Reserve Bank of Australia has opened up the possibility of lowering...

Anthony Millet from Antler joins David to discuss early-stage venture capital. Antler receives 50,000 applications a year to their programs around the world and...

Global equities eked out further gains last week, largely reflecting more vaccine hopes, good JP Morgan earnings and general relief that more widespread lockdowns were...

With August results season around the corner, investors will finally get a clear picture of COVID-19’s impact on corporate Australia. We know it’s going to be bad, but...

The payments industry is gradually emerging as one of the most attractive parts of the financial technology (Fintech) world. Prior to COVID-19, approximately 50% of...

The 2020 Financial Year certainly threw up some challenges. To think the biggest global issues investors were contemplating only 12 months ago included the UK’s...

Do Low Rates of Interest Really Support Markets? On 10 September, I concluded that they don’t. This article explores one of this result’s major implications: investors...

COVID-19 has had many ramifications, including an increase in the number and size of the federal government’s debt programs. While these programs assist people and...

Over the past decade, Macquarie Group has transformed itself from an investment bank to a world-class asset manager, specialising in infrastructure and renewable...

The Perpetual Global share fund was established in January 2011. I took the view that global markets offered much more exciting and rewarding opportunities than the...

Companies go through life cycle changes just like people do. Where individuals can experience childhood, college, raising children and having careers, companies might...

Over the course of 2019, PIMCO became increasingly cautious on risk assets and corporate credit in particular, since we felt that we were in the later stages of the...

We believe Spotify (NYSE: SPOT) is an attractive investment opportunity because it commands an improving leadership position in the structurally growing, global...

You’d think that Australia’s global winemaker and distributor, Treasury Wine Estates (ASX:TWE), would be reasonably immune to the effects of the COVID-19 pandemic. But...

Many investors may have been forewarned that the most expensive words in the English language are: “it’s different this time.” But with respect to the challenges posed...

Amid a pandemic ripping through equity markets, there are a set of stocks which quickly developed herd immunity and eliminated the virus from their growth trajectory...

For Stephen Arnold, Chief Investment Officer of Aoris Investment Management the best way to protect capital is to own ‘all weather’ stocks. These are those rare...