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In this note, we contend that the global share market rally, which has been primarily US equity market driven, has thus far been entirely driven by central banks. The...

“It is wise to take admissions of uncertainty seriously…but declarations of high confidence mainly tell you that an individual has constructed a coherent story in his...

Spotting the next diamond in the rough is every investor's dream. After all, a start-up with blue sky opportunity and the prospects of year-on-year growth would be...

Much has been written about the cause of this financial crisis. At its core, it’s a public health crisis that’s resulted in a financial crisis. Similarly, a lot of ink...

The first thing it’s important to do is, we need to define what we mean by a crisis in an investment context. We would describe a crisis as a period that leads to a...

Update - Friday 12/6/2020 - since this article was written we have started to make some significant asset allocation decisions - we want our Members and investors...

Bank shares might have staged an impressive recovery from oversold levels - but don’t confuse that with any semblance of investor agreement on where the sector is...

As the longest bull market in history has come to an end, the phrase ‘unprecedented times’ has arguably become a cliché. Whilst admittedly there would be few of us...

While we are yet to see the likely horrific Q2 growth data from around the world, an increasing array of data, both leading indicator and hard activity data, is...

What makes for a quality government bond portfolio, and why should investors be attracted to them?In this episode, Charlie and David discuss the benefits of...

We own great businesses. In this video I discuss how L’Oréal was able to grow its sales in China in Q1 by over 6% in a market that fell by almost one-fifth. I also...

It’s an issue that has passed under the radar here in Australia but it is of great political, economic, legal and credit risk interest. It’s the argument over whether...

There have been a range of new developments unfolding in commodity markets over the past week or so. Most particularly, the past weekend’s agreement by OPEC+ producers...

In the past decade there have been two major developments that make working from home more efficient, the roll out of ultra-fast broadband and the technology that...

The recovery rally continues. There was quite a bit more for followers of capital markets to sink their teeth into this week. Just over $1.5b was raised across 30...

Livewire readers have so far nailed their bullish call on the market. Since we published those survey results, the ASX 200 train is full steam ahead (up +21.50% to be...

Elon Musk's SpaceX rocket isn't the only thing that's shot through the stars in recent days. ASX financials are having their own out-of-orbit moment, with the sector...

The verdict is that we’re slowly moving towards normality. Yet everyone has their scepticism. Have we hit the bottom? Is the market heading towards another correction?...

In Australia, just 20 coal-fired power stations remain operational today. That number is set to fall dramatically over the coming decade; by 2030, 55% of Australia’s...

I review the state of play in financial markets, and outline why I think there are such attractive opportunities now for the careful investor (5 mins).