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The contrarian approach to investing is perhaps as old as investing itself. In 1815, the British economist David Ricardo made a fortune buying British government bonds...

You’d think that one of best performing major companies in the US this century would be a tech stock. Interestingly, it’s energy drinks maker Monster Beverages, which...

Whenever we speak to investors and companies, the acceleration of importance, acceptance and policy around environment, social and governance (ESG) issues has become a...

In a recent paper co-authored by staff from the Bank of England and the European Central Bank (ECB) on currency tail risk highlights how Australian investors can find...

Looking through The Sunday Times recently, I was confronted with the following headlines: “Fund managers face crackdown after Woodford scandal”, “Who needs a Woodford?...

Over the past three months the run of strong Australian house prices has continued, posting a 2% increase for the month of October. This historically high level of...

It’s hard to ignore the chants of thousands of young people outside your office window on a seemingly weekly basis demanding action on Climate Change. We see this and...

When constructing portfolios, we always remind ourselves to remain true to first principles in identifying stocks for potential inclusion. Specifically,...

We like to say that there are two ways to lose money in equities, falling earnings and falling multiples. Two years ago, we were worried about the market’s multiple....

Last week I revealed how the 'ten most tipped stocks' from our reader survey have recorded a +50% average total gain for the year. There was also a second group of...

The market consolidated yesterday’s gains today with the index trading in a relatively tight range for the session – chopping around within +/-30pts of the high and...

It may be cold comfort for shareholders of Westpac and the Commonwealth Bank, but our two biggest banks are not alone when it comes to breaching anti money laundering...

Going against the herd with every investment you make is extremely tough mentally. By nature, people tend to conform. One of the ways people make decisions is to look...

A blood test for cancer is something of a holy grail in oncology, as it would allow cancers to be found and treated before symptoms show up, without surgery or...

The level of funds raised by new listed managed investment IPOs exceeded $4bn in 2019, an increase on the $3.3bn raised the previous year despite fewer new listings....

As we step into the new decade, there are plenty of topics consuming investors’ thoughts including trade wars, Brexit, the Trump impeachment hearings, US presidential...

In November, we conducted a research visit to the UK, spending five jam packed days visiting over 25 companies across 6 sectors. The visit highlighted several...

One thing that investors cannot ignore in 2020 is the risk of recession and a potential fall in interest rates. We consider that interest rates are a sound proxy for...

Kimberly-Clark (NYSE: KMB) is a US consumer goods giant, distributing mostly paper-based personal care brands like Kleenex, Kotex and Huggies.So why does its share...

There’s a pre-Greta world and a post-Greta world. In the post-Greta world, 11-year-old trick-or-treaters now knock on my door with plaited hair for Halloween. Whilst a...