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As much as 62% of the total market cap of the ASX300 comes from the top 20 companies alone. Stocks outside the top 20, which have market caps of $15 billion or less,...

Just over a week ago the Mexican central bank cut rates, which meant that we have had 800 rate cuts from global central banks since the Lehman collapse. This has in...

Rudi Filapek-Vandyck has been analysing stocks for over 18 years, more recently he has applied this knowledge to constructing and managing his own ‘All-Weather’...

Appen operates in an industry with robust long term structural tailwinds due to an insatiable need for training data for use in AI, digital advertising spend,...

Claude joined us to talk about coronavirus, Shopify (which we hold), EML (which we don't) and a microcap CWL (which I had never heard of).Available on iTunes or...

Chris Watling, Chief Investment Officer at Longview Economics, believes that markets are entering the second year of a ‘mini-cycle upswing’ which typically lasts...

A combination of higher yields, lower volatility, and reduced correlations to traditional assets have seen a boom in unlisted investments in recent years. For example,...

Real Estate debt has been one of the faster-growing property asset classes in recent years. Here, I discuss the growth and why it's an attractive option for investors...

Another decent sell-off in stocks today, although the overnight lead was worse that we experienced by the close. The ASX opened firmly on the backfoot following a big...

The last sentence in in our previous Market Insights was:If evidence builds that the virus has not been contained, we will adjust the portfolios accordingly.Since...

COVID-19 has been an issue for weeks. The bond market realised it. Forex markets realised it. So don't give me the "Italy changes everything" bulls#1t. And spare me...

The concept of compounding may be boring but Bruno Paulson, Portfolio Manager at Morgan Stanley Investment Management, believes more investors should be focused on the...

With interest rates at all-time lows, and set to remain there for “…years, perhaps decades…” according to Reserve Bank of Australia (RBA) Governor Philip Lowe, it is...

Over the weekend, Berkshire Hathaway (NYSE:BRK.B) released its 2019 Annual Report along with Warren Buffett’s highly coveted letter to shareholders, one of the most...

One of the reasons we launched our fund nearly six years ago was that we believed the market exhibits material price inefficiencies across companies, geographies and...

The rapid global spread of COVID-19 (coronavirus) has seen many investors incorporate gold into their portfolios. Gold is one of the best-known hedges against...

The market was hit today, and hit fairly hard being the first major market to soak up the coronavirus news over the weekend. The Aussie market is often used as a place...

Cash is the only asset that rises in value smoothly. Everything else has bumps along the way. Random price moves make it hard to distinguish between signal and noise,...

Let us examine what happens when the clear and present danger from the coronavirus meets the global asset bubble, your portfolio and the industry standard investment...

Even the maligned banks have relinquished their ‘most maligned’ status to Old King Coal following our summer of conflagrations for which carbon-emitting coal powered...