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Stock Markets have been the last to catch onto the economic impacts of Coronavirus, and are now beginning to feel the full effects. Join us for an update as we discuss...

With the returns on offer, it can be alluring to tilt towards an equity-heavy portfolio. But with those returns, come higher volatility, and therefore more uncertainty...

Most studies agree that asset allocation adds way more over time than stock selection. They also agree that private investors cost themselves a lot of money over a...

There was a distinct quietness in capital markets this week. $449m was raised via Placement a far cry from the $5.7b raised last week. One possible explanation is...

In recent weeks we have highlighted the limited response of equities to the coronavirus outbreak, contrasting with commodity, bond and FX markets, which all showed...

The market had risen 33.06% from December 2018 to the high last Thursday. That’s over 1.2 years. The average annual return from the stock market is 5.7% pa. So in 1.2...

Afterpay is still in the early stages of its global rollout and is spending to accelerate growth. Investors are prepared to look through the near-term losses as long...

The last three major market drawdowns resulted from human behaviours. China’s currency devaluation in August 2015, the volatility blow up in Feb 2018 and the...

12 months ago, Australia’s housing market appeared to be spiralling towards a very messy crash. A combination of factors had led to some of the worst falls in housing...

Everything going on is nuts. Greek bonds are yielding less that Australian bonds, QE is on the cards from the RBA and the S&P500 is trading on a lofty 18 times forward...

Investors today face a challenging reality. High debt levels and an ageing demographic are hampering economic growth rates across much of the world, forcing central...

The sagest piece of advice that Michael Korber, Head of Fixed income and Credit at Perpetual Investments, received went like this. “It’s a lot easier to make money if...

RIO reported underlying NPAT of US$10.4bn, up 18% year on year. This was largely in line with our estimates as well as consensus. The balance sheet finished the year...

A standout amongst small caps this earnings season to date was specialty apparel retailer, City Chic Collective (ASX:CCX), which reported 21 per cent growth in 1H20...

Enclosed are some thoughts on decision-making inputs that might influence portfolio construction as we move through the novel coronavirus (COVID-19) epidemic towards a...

Plus, Matador builds a following ahead of scoping study on Newfoundland gold project and Rio chief J-S Jacques still keeping mumm on a maiden resource at its Winu...

With Australia’s economic growth stumbling at its slowest pace since the GFC; our two largest export partners, China and Japan, decelerating and contracting...

Global markets received a wakeup call over the weekend as a string of countries closed borders with Italy and Iran due to outbreaks of Covid-19 (coronavirus). South...

“Monstrous valuations”, “Bubbles” and “rampant demand for the hot investment theme”: Monday’s reports in the AFR on valuations and ESG are overstated and reasonably...

In an uncertain world, should investors have a strategy that looks beyond current trends and accommodates a range of different possible futures? In recent years growth...