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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...

The investment industry is filled with complicated jargon and difficult-to-understand strategies. But at TMS Capital, we have a simple philosophy – share prices tend...

Calidus is trading at just a fraction of the valuation being applied to gold producers – but it stands to close the gap as it begins construction of its Warrawoona...

Products like margin loans and contract for difference (CFDs) may have been the traditional face of leveraged and inverse investing, but the emergence of leveraged and...

In response to the global pandemic, we have altered our behaviour in innumerable ways. Enforced social distancing and isolation measures caused changes to our patterns...

One source of inequality is the wealth divide across the world. Wages have been stagnant while asset prices have been ballooning, resulting in the asset owners (the...

Over the last decade Australian banks have been steadily retreating from the real estate lending market. This gap has created an opportunity for private lenders to...

From 2012-17 MP Funds Management provided investment funding for 20 or so residential projects The strong market fundamentals and the lack of competition, particularly...

Since Magellan’s core strategy nearly doubled its cash weighting, stock prices have been on a tear as investors (plus those Robinhood punters) chased everything from...

The thought of various government support measures expiring in the months ahead, causing some sort of fiscal cliff over which economies and share markets will plunge,...

The extraordinary environment in which we’re living, after a decade of ultra-low monetary policy stimulus and sustained economic growth, has been compounded more...

2020 has not been an easy year to manage so far, with COVID accelerating our longer term thinking − that many economies would have little choice but to continue to cut...

The coronavirus has pulled the plug on many proposed initial public offers (IPOs), with the Australian Securities Exchange’s ‘upcoming listings’ feed looking decidedly...

“Guo” stands for country, “Chao” taken from “Chao Liu,” meaning fashionable. Combined - “Guochao” in China, has become a buzzword ever since domestic sportswear brand...

Just about every day, someone, somewhere, makes a prediction of economic disaster with perfect logical arguments for its imminence. It's a fact that economic...

La Samaritaine department store in Paris that was founded in 1870 is of such majestic art deco and art nouveau styling it was declared a national monument in 1990. The...

Very few people actually understand liquidity in credit (or non-government bond) markets. Many express opinions on the subject of credit liquidity and, for example,...

Following on from our assessment a month ago about the likely path of a post COVID-19 recovery, we update the recent macro data and look at bond market options. ...

In a world of uncertainty several of our investors have asked for our broader thoughts. Though we suspect that no sooner that we make public our views the world will...

Are you a sensible investor? Then you are almost certainly having a few thoughts about technology stocks, including regret, regret at not holding technology stocks,...