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National Australia Bank’s move to go cap-in-hand to shareholders has tipped coronavirus-induced equity raisings on the ASX well past the $10 billion milestone. For...

With analysts divided as to whether sharemarkets will pull back and re-test the lows hit on 23 March, it’s hard for investors to know whether to buy or sell at this...

We now look to be passing through the current peak of global infections for the coronavirus induced COVID-19 disease according to our live data-tracking systems and...

The property market catchcry "location, location, location" has been disrupted by coronavirus, according to Andrew Schwartz, Group Managing Director of property debt...

Castle Point takes a critical look at some of the ASX and NZX capital raisings we have seen so far as a result of Covid-19's economic impact. Do they represent good...

When Freehold Investment Management was established in 2010, we set out to offer investors an opportunity to invest in a portfolio delivering sustainable income and...

In this episode, Chris and David discuss the impact of COVID-19 on property asset prices. Chris is a portfolio manager for the Quay Global Real Estate Fund. The fund...

“When an investor focuses on short-term investments, he or she is observing the variability of the portfolio, not the returns – in short, being fooled by randomness."...

The ASX200 is fighting hard to end April on a high note although one hugely influential sector is creating an enormous headwind - The Banks. When our market closed...

Macquarie floated on the ASX back in 1996 with 1,700 staff supporting an asset base of $5 billion. Since then an additional 13,000 staff have been employed and the...

In times of crisis, top quality management is more important than ever. There is no script to follow and few parallels to draw from history for these unprecedented...

During the Global Financial Crisis, Warren Buffett made headlines with some huge investments in high quality but distressed companies, including Mars, Goldman Sachs,...

Dear Investors, First and foremost, we hope that you are healthy and surviving as best possible as we collectively navigate the challenges thrown up by COVID-19. ...

With the number of headlines hitting the newswires on what feels like a minute-by-minute basis, it’s easy to get lost in chasing data points. Instead, I...

This is an update of a note I wrote last November, but after the recent plunge in shares and the associated 10% or so loss in balanced growth superannuation funds...

Airports, toll roads and container ports are crucial for the Australian economy. They often operate as monopolies in their particular regions and can offer stable and...

Attending a global nuclear energy powwow in Adelaide late last year, Boss Resources (BOE) chief Duncan Craib gleaned that a fundamental supply and demand shift was...

Fortescue Metals Group shares have doubled since April 2019 when you include dividends. Earnings have significantly exceeded market expectations over that period...

This last month or so has been a particularly challenging period for a lot of market participants. As a fund manager, volatility spikes can be disconcerting especially...

The present moment is a unique combination of a health crisis and a sudden-stop economic shock. This mix has not been seen before in modern financial history, and so...