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Founded 27 years ago, Macquarie Telecom (ASX:MAQ) is an Australian data centre, cloud, cyber security and telecom company for mid to large business and government...

Markets have disconnected from economic reality; seemingly unphased by some of the worst economic fundamentals we've seen. We’re looking at factors that could bring...

Australian retailers have overcome a number of hurdles in recent years, from challenging macroeconomic conditions and a slowing housing market to the trend towards...

GFC vs GVC There are no doubt similarities between the shock of the Global Financial Crisis (GFC) and the current Global Viral Crisis (GVC), however the differences...

Is government debt bad or good? What it means The government fiscal response to COVID-19 and the associated forced shut-down of the economy has been...

The gold rush continues, and this week it took up most of the action. 19 of the 28 placements that closed were for small cap mining companies, almost all of these had...

Remission or relapse? Inevitable pain for some as government support is unwound and forbearance runs out. Global markets favour central banks, for now There is no...

When the stock market sold off dramatically in March this year the US Federal Reserve responded by pumping financial markets with liquidity for the next three months...

In the latest episode of our Complexity Premia podcast, Ying Yi Ann Cheng and I discuss a range of issues, including: why the emergence of effective COVID-19...

Income is one of the most important considerations for retirees. Once the days of earning a salary have passed, replacing it with a steady stream of income is...

Investors ask themselves many different questions when considering an investment thesis; how fast can the company grow? How expensive is it? How good are the...

To most readers, domestic equities is an asset class that needs no introduction. But the fundamental basis of investing in Australian shares can often be overlooked -...

Five years of managing the FNArena-Vested Equities All-Weather Model Portfolio has triggered a reflection upon experiences and errors made. Below are my seven...

The global economy has only just commenced its recovery from the depths of the largest economic setback in modern history, yet stock markets have bounced strongly from...

Long-term dividend prospects relative to share prices haven’t looked this good for many years. With short-term dividends under pressure as a result of the COVID-19...

In the AFR today I write that the next big pivot-point for markets in the months ahead will likely be the advent of vaccines. To read the full column click here or AFR...

Diversity issues have exploded into the global zeitgeist over the past few months as Black Lives Matter protests have rocked cities around the world. From an...

As earnings season kicked off this week, the US banks were in the spotlight amid what is likely to be the worst quarter of economic activity in modern history. This...

Even with the bounce of more than 100% from March lows to USD43/bbl, oil prices reflect a more realistic view of the difficulty restoring economic activity to...

In what follows, I wish to deal with how the UK’s engagement with China will stress and strain in the near-term, but should inevitably see them collaborate in a way...