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There was an enormous amount of completely erroneous reporting, and resultant confusion, on NAB's repayment of the $1.34 billion owing under one of its hybrids...

I don't think performance fees help. Actually, I suspect performance fees probably do more harm than good.Reason 1: Work smarter not harderFirst, it is tough to...

One of the biggest questions facing equity investors today is when and how to deploy surplus cash that they may have available. This is a question we have studied...

Lower battery costs and autonomous technology should power aerial drones into a $455 billion market within 10 years, according to Tasha Keeney of ARK Invest. While...

Most of us have seen photos of empty toilet paper shelves in the super markets. What was your emotional response? Did you think about buying toilet paper too? Despite...

Markets have become considerably more volatile after a surprise ‘price war’ erupted in the oil market. This occurred after Russia refused Saudi...

After the rise of mechanisation, comes the rise of industrial automation, the use of computers, robots and AI to increase productivity in manufacturing. Citing the...

For years concerns have been brewing among a growing number of participants that the staggering rise of index-tracking and exchange-traded funds (ETFs) would lead to...

Coronavirus is tightening its grip in the US and Eurozone, where it’s expected to cause significant economic disruption. This has repercussions for Asia Pacific...

“There are decades where nothing happens, and there are weeks where decades happen.” — Vladimir LeninAs highlighted on Friday, governments have stepped up around the...

The rapid and widespread sell-off over the last four weeks is a textbook systemic deleveraging. Whilst the culprits are many; hedge funds, risk parity strategies and...

In October last year, Jerome Lander wrote a wire titled "How to invest productively in the coming recession we have to have". At the time, equity markets were...

The Australian housing market was boosted from mid-last year by the combination of the Federal election removing the threat of changes to negative gearing and capital...

As Warren Buffett famously said: 'Be greedy when others are fearful'. It's simple advice that's pretty easy to give, but much harder to follow, particularly when...

A tornado has ripped through markets in the last three months, knocking the S&P/ASX 200 Index down 30% in just 30 days. With countries shutting borders, economic...

Last week, Wilson Asset Management hosted their 2020 investor conference call. Chairman and CIO, Geoff Wilson used the opportunity to talk about market volatility, and...

The purpose of this blog post is to take an objective and balanced account of what may well end up becoming a generational buying opportunity in global equities. To...

No-one saw it coming, and no-one wants it to stay. Covid-19 was the Black Swan that roiled society, cascaded into markets and triggered a global economic downturn that...

We have a saying at ECP, 'sleep well before eating well'. As a high conviction fund manager with a focus on capital preservation, we need to sleep at night knowing our...

Andrew Clifford and the team at Platinum Asset Management have an advantage over most investors, and it’s not just the decades of investing experience they have racked...