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A lot is being written right now about LICs. We’d like to put in our two cents worth. As an investor, we were initially attracted to the LIC sector by the quality of...

A bullish open to trade this morning where the market cracked and held above 7000, keying off the US/China love in overnight. While the US market was higher, local...

Plus, Legend’s latest assays fuel hopes of a new nickel-copper find in the Fraser Range and Sprott eyes a golden girl in Kalamazoo.The cooling US-China trade war is a...

When I look back on 2019, I think the big lesson we learned and the big lesson all equity investors should learn is that interest rates really, really matter. 2019 was...

Last month we ran our annual Predictions and Top Picks survey, which had an overwhelming response with nearly 7,000 investors participating. Not only was this nearly...

Many Australians are still unfamiliar with the term ‘quantitative easing’ (QE), which many professional investors say is the reason why asset prices and global...

The Nobel Prize in Medicine 2019 was awarded to three men for “their discoveries of how cells sense and adapt to oxygen availability”. The Nobel Prize in Medicine 2018...

Technology was once a major competitive advantage for large companies, today that’s no longer the case, smaller companies can now compete on a level technology playing...

What do you mean by quality? The first time I was asked this I didn’t really know what to say, it seemed so obvious. You know it when you see it! But you can learn a...

Vivek Bommi is a senior portfolio manager with Neuberger Berman, a US-based investment management firm with over US$355 billion under management. When we caught up...

We recently had three of Australia’s leading fixed income managers visit the Melbourne office, Charlie Jamieson from Jamieson Coote Bonds, Jay Sivapalan at Janus...

Another storming session for the ASX today with the 200 approaching the 7000 milestones, at its best today it got within 3.2 points with a high of 6996.8. Buying was...

Behavioural economists will tell you that big, round numbers (like 7,000) can have a large influence on investor emotion and behaviour. Round number bias is described...

Credit spreads narrowed quite sharply during 2019, boosting returns from corporate bonds. But with spreads now close to their lowest levels in two years, some...

The issues around performance of LICs/LITs, which is impacting the debate on stamping fees, should be addressed fairly and objectively, not by flawed analysis,...

Dominick McCormick has a solid piece today defending the LIC/LIT sector from recent criticisms, which is worth reading (as are some outstanding comments from financial...

A bullish session today with the market opening higher then grinding up into the close, making another all-time closing high in the process. Clearly the market remains...

I spent a lot of time in the 2019 End of Year Special Edition looking back and reflecting across the year just been, covering some of my best (and worst) charts and...

I had an early morning coffee with my grandmother on New Year’s Eve. Born in the 1920s and known to all my friends as Oma, she’s now living through the twenties again....

Warren Buffett describes interest rates as the ‘gravity’ for stock prices, thus when rates are high, stock prices should be lower; and when rates are low, stock...