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In the previous video, Roger Montgomery of Montgomery Investment Management and Ben Clark from TMS Capital stressed the importance of not overpaying for growth...

At the start of the year, I invited nine fund managers, including the winners from the 2019 competition, to share their #1 stock picks for the year ahead. When the...

When most people think about debt markets their first though is boring government bonds and investment grade bonds, which in the current environment will deliver a...

There are two key characteristics embedded in the share market and human investors are not well-suited to deal with either of the two; randomness and...

At the beginning of May, we highlighted SelfWealth ('SWF') as an outstanding growth opportunity that would benefit from exposure to the COVID19 curfews and the...

In the AFR today I write that the raging conflict between central banks’ unprecedented interventions in financial markets and the global economy’s shocking underlying...

COVID-19 has claimed many casualties however office life will not be one of them. Rather, our relationship with the office is likely to evolve into one that places an...

We have been reminded in the last six months that risk assets from time to time can perform in a volatile and even an aggressive manner, and that valuations do matter....

Today we turn our attention to an emerging issue faced by both institutions and investors alike: finding income in the zero interest rate environment that could last...

Australia has been viewed as an outperformer in the global battle against Covid-19, and with justification. Australia’s death toll of 106 and currently just 10 people...

Vince Pezzullo, Deputy Head of Equities at Perpetual, explains that companies need to clear four hurdles before being considered for investment. The criteria are a...

In the latest iteration of the Firetrail Analyst Series we dive into an incredibly important sector for income investors and SMSFs: Australian banks. Our Analyst Scott...

The dash to throw wads of cash at the likes of Bellevue Gold and Mincor shows investors now want to have their cake and eat it when it comes to resource growth and the...

The Financial Times recently wrote an article, asking “has Warren Buffett lost his touch”. Do we agree? Read on to find out.The Financial Times recently wrote an...

As we all work to establish an accurate market view post-COVID, snippets of facts help form frames of reference for how we will move forward from an investment...

In June 2017, Argentina sold US$2.75 billion of 100 year bonds at a yield of 7.92%. At the time I wrote that this was crazy and reflected a desperate chase for yield...

Mainstream wisdom holds that all companies can be grouped into sectors. They say adequate diversification chooses stocks from multiple sectors without an...

Central banks globally have clearly been buying a lot of government bonds over the last decade. But just how much the world’s central banking powers own of their own...

Hyman Minsky would be turning in his grave. His financial instability hypothesis appears a prescient assessment of the consequences wrought by easy money. Rising debt...

Despite facing a myriad of problems equity markets have staged a stunning comeback rally over the last three months. Liquidity from central banks, combined with...