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Amid one of the direst economic environments since World War 2, ASX small caps are living up to the spirit of Australian ingenuity. Through hard work and creativity,...

ETFs celebrated their 30 year anniversary globally in March. Canada was first out the blocks in 1990. Today the industry has $6 trillion in assets globally across 60...

Way back in 2013 I was writing a lot about national security. It was a subject that I had to eventually set aside to focus more on managing money. I managed to...

In the AFR I write today that if you believe the excerpts from John Bolton’s new book on his term as national security adviser to President Donald Trump, the putative...

When the pandemic hit earlier this year, policy makers around the world were swift with their responses. As at June 2020, they have provided a total of US $7 trillion...

Our readers know we like the Infigen Energy (ASX:IFN) equity story; IFN is a renewable electricity generator and it offers a way to play the green theme here in...

In our latest podcast, had a look at some of the main drivers behind the stock market rise: retail investors, gearing, derivatives and asset allocation. As well as...

Released by US film producer Mike Moore, the documentary Planet of the Humans tells how renewable sources of energy are flawed solutions to mitigate the dangers of...

No, we aren’t projecting a USD150/t iron ore price. Last year we wrote, A Different Kind of Portfolio Manager, wherein we argued Mineral Resources (MIN) was heavily...

I have been doing a lot of online shopping over the last couple of months. I like to call it research. The disparity in service provided by retailers has been...

The past week has seen a flurry of concerns about a “second wave” of coronavirus cases. It started when US infectious disease expert Anthony Fauci warned the...

At the time of writing, US stock markets are up almost 45% since the March lows, which is easily the biggest move up in the shortest time ever. Markets are rallying...

From humble beginnings as just another plastic container product sitting on store shelves in the 1940s, the shift towards a direct marketing strategy made Tupperware...

Below is a really interesting chart that L’Oréal shared at a recent investor presentation. Through April and May, the largest brands selling on Amazon significantly...

Recent economic surveys paint a grim picture of business conditions, job ads and home lending. The question is: can the economy bounce back from the pummeling it took...

Less than two years after its high-profile listing, shares in Aston Martin have shed over 95% of their value. Has the brand lost its mojo, or will its corporate...

Plus, Pilbara Minerals’ chief Ken Brinsden explains why the lithium story is no flash in the pan, with many more big mines needed to satisfy looming demand wave....

Our Global strategies are about resilience. We have a resilient team, working very effectively from home; a resilient investment process, checking that the companies...

There is a decent argument that stock markets have condensed an entire three-year cycle into three months. While there are other factors at play, robotic trading is...

“The emerging evidence suggests that the fall in global and UK GDP in 2020 Q2 will be less severe than set out in the May Report. Although stronger than expected, it...