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The volatility in global markets over recent months has left many experienced investors concerned that downside risks are growing. These concerns...

Investors in traditional ASX 200 dividend stocks are expected to receive chump change over the next 12 months as companies "deny, defer or diminish" payments, as Nikko...

I’ve often found that people in financial markets are more open to so-called “conspiracy theories” than the average man on the street. When you see the crazy things...

With more than $170 billion of assets under management at the end of 2019, Mark Delaney from AustralianSuper manages one of the largest pools of funds in the country....

After a strong rally the so-called ‘easy money’ has been made. From here, it is a stock pickers market as each business and industry is going to recover (and, for...

In the AFR this weekend I write that super funds have a problem with their pure cash options right now as net returns are approaching zero and starting to turn...

Challenging periods, like the one we’ve just been through, are what separate the wheat from the chaff in the business world. While some firms were slow to implement...

Stock markets are almost as expensive as they have ever been on a range of different measures. The economy is almost as bad as it has ever been on a range of different...

The furniture retailer, Nick Scali, is one of our holdings in the Montgomery Small Companies Fund and CEO Anthony Scali recently updated fund managers through a...

Technology may typically be thought of in terms of computers and communications but its use in the sphere of biotechnology is saving lives and changing how we treat...

Are Robinhood & Robots responsible for the stockmarket recovery? Kevin Muir (The Macro Tourist) joins us today to to offer his take on the driving forces behind the...

It's been a turbulent year for the retail sector with the large dispersion between different parts of the market. Recently, we've seen a number of updates. ...

The US dollar’s steep decline from mid-May to early June has been arrested, but unfortunately its comeback has been mostly driven by bad news. Equities have...

Alternative investments continue to be prominent in the portfolios of some of the world’s most sophisticated investors, including sovereign wealth funds, endowments...

In 1974 a Hungarian design teacher and puzzle enthusiast assembled his first cube-shaped puzzle and called it the Magic Cube. The puzzler was Erno Rubik, and shortly...

In a recent meeting with IDP Education (IEL), we explored the opportunity for management to unlock significant value in the IELTS (International English Language...

The Ian Gandel-led sharemarket star is now onto a high-grade pod at its Boda porphyry in NSW while Tomingley looks set for a new lease on life and the rare earths...

Akin to the debate over the shape of the economic recovery, the big question for the Australian housing market isn’t if prices will fall. It’s by how much, and more...

The pace of the rally since March has left many investors with a severe case of FOMO, questioning whether chasing equity markets is the right approach. Simon Doyle,...

In our view, small cap investors are short-term focused - they look to the next earnings report to dictate their buy and sell decisions. We believe investors’ primary...