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After the recent COVID-19 volatility, investors are no doubt asking themselves whether an active or passive strategy is the best way of navigating these challenging...

Small and Medium Enterprises (SMEs) have long been neglected by the banking sector in Australia. The amount of data required to assess the...

This week’s purchasing manager indices (PMIs) across the US, UK, Europe and Australia significantly beat expectations. In the US, the composite measure (services and...

Demand growth for healthcare services is not tied to the economic cycle, which all else being equal, has historically made healthcare companies attractive investments,...

Should the recent rally provide comfort or concern for investors? The recent equity market rally has provided relief and some hope to investors but in the face of...

COVID-19 has posed an incredible challenge to the Australian economy. However the response from government and the Reserve Bank of Australia has been unprecedented, in...

In the latest episode of the Complexity Premia podcast, Ying Yi Ann Cheng and I discuss a range of topics including: What has driven market performance over April,...

First of all, ESG stands for Environment, Social, and Governance - three factors that are considered in making sustainable investments. Before we get into the detail...

Sir Benjamin Franklin had some witty quotes: one of my favourites is: “Beer is proof that God loves us and wants us to be happy.” 1 June marked the day pubs...

Now GDP is the cumulative amount we all earn through the course of 12 months. It is a flow, and must not be confused with either the total value of assets across the...

Daniel and David discuss the Alceon High Conviction Absolute Return Fund, and dig into how Daniel thinks about running the absolute return focused strategy. The fund,...

Making sense of the mismatch between current stock market levels and the economic and medical headlines has brought with it an alphabet soup of potential scenarios....

What one investor may consider a contrarian idea now, may have incredible rewards in the future. Take SEEK for example, a contrarian idea back in 2014, yet now...

"It does feel like FOMO is back": Those few words encapsulate just how worried Rhett Kessler, the CIO of Pengana Capital, is about markets right now. Sentiment has...

Everyone loves the notion of something for nothing – especially if the government is footing the bill - but for the childcare operators the hastily implemented “free”...

The S&P/ASX Small Ordinaries Index has staged an extraordinary comeback, lifting 50% in value since the 23 March COVID trough. For Simon Conn of Investors Mutual and...

The market undoubtedly is showing some impressive backbone to rally in the face of bad news on both the macro and stock level, yesterday it was Challenger Group...

The bear market bounce or relief rally continued through May but might be showing signs of losing momentum. The rally in April came after the initial shock of the...

Global equities tried hard to remain positive last week even as new CV-19 cases continued to emerge in Beijing and some U.S. states. After the previous Thursday’s...

Recent data has been better than expected in Australia through May and June. After a collapse in activity in April, retail sales have rebounded solidly in May, while...