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In this time of crisis, it is useful to reflect on some hard data on where we are today, where we have been in the past, and what that can tell us about the future. In...

Investors are facing a new reality. The longest bull market in history seems to be over. A double shock, triggered by a global pandemic and an oil price war, are...

Federation is a private equity fund that invests in growing businesses that meet a social and economic need in areas like renewables, childcare and health. The core of...

Last week I published our monthly performance report. I addressed the question of when do we look to start deploying our cash & bonds back into stocks. My throwaway...

The ASX200 has collapsed by more than 20% in just three weeks since COVID-19 went global. When markets fall so far and fast, it induces a state of panic for many...

Policy response day as we suggested this morning failed to deliver even a whimper for the bulls, if indeed there are any left! The market opened down around -100pts...

Competitive Advantage Period is a key investment concept that is often overlooked by investors. In this article, our analyst Daniel Wu outlines how this concept can...

First up, sorry about the title. Second up, as a commercial real estate investor we naturally have our own biases – hopefully we have enough balance in the way we are...

During February, global high-yield bonds and US investment-grade debt were trading at record low yields as the bond market’s prolonged bull run continued into...

Perpetual recently announced the proposed acquisition of US-based ESG specialist Trillium Asset Management. The $54m deal plays to Perpetual’s heritage and track...

For a few weeks in late January and early February, stock markets suspended belief. Pundits on every channel emerged, suggesting a small economic dip followed by a...

As growth equity investors, our day job usually involves tracking down great companies that can win in areas of strong structural change. However, as absolute return...

US stocks traded higher overnight, the Dow Jones up by more than 1,000pts however that optimism failed to filter through locally today, the ASX officially hitting bear...

One of the biggest concerns for Ronald Temple of Lazard Asset Management is that in the desperation to boost yield, investors may be taking risks that they do not...

To live in interesting times!Peter Stevens joins us to talk about the market sell-off, how we're positioned, and interesting opportunities that we've found.Also,...

At the beginning of this year when we wrote our outlook for 2020, we were more positive than most on the idea that the housing cycle was moving into full swing, which...

Figures for the coronavirus outbreak in China totalled 80,754 as of 9 March 2020. According to the National Health Commission there were...

Central banks have taken some significant steps against the impact of coronavirus recently, with the RBA having cut 25 points already and the Fed cutting 50 points...

Coronavirus continues to rattle investment markets as the number of new cases outside China continues to rise, posing increasing uncertainty over the impact on...

Artificial intelligence, speech, and text recognition company Appen (ASX:APX) works with some of the world's leading technology companies. For example, it helped Apple...