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2019 has seen share markets reach fresh highs after the Fed’s about-turn in monetary policy stance in January. This shift in market expectations from rate increases...

With interest rates at all-time lows and sustainable yields hard to find, investing for income while managing risk can be challenging. The Schroder Absolute Return...

Global MarketsGlobal equities got off to a poor start last week thanks to Trump’s decision to impose tariffs on (small fry) Brazil and Argentina, a weaker than...

If you had to guess which ASX 50 stock has led the market over the last 12 months, who would you suggest? Maybe CSL? Or Aristocrat? But while both are up over 50%,...

The Australian team at Fidelity International often draw on influence of legendary Fidelity fund manager, Peter Lynch. But one area that the approach hasn't always...

This week the £341 billion fund manager M&G Investments announced it would block redemptions on its flagship property fund. As at 31 October, the fund had £2.5 billion...

In 2020, the one thing investors can’t ignore is the balance sheet. While I would argue it should never be ignored, it becomes particularly important as we head into...

There is one main reason I think trade tensions can’t be ignored in 2020 and that is because the media won’t let us. But issues that grab the headlines don’t always...

Value stocks have shown signs of life in the last three months, but it will take time for the market to be convinced that this is a turning point. When we met with...

The Australian economy has famously avoided a recession since 1991. The economy’s performance has been remarkable - not only has Australia experienced a record run of...

Today I write that the RBA's Phil Lowe has effectively declared war on the government's fiscal policy stance in an attempt to sheet home blame for the RBA's inability...

Ever thought about if your investments are as ethical as they could be? In this week’s podcast interviewed one of the world’s most renowned ethicists, Peter Singer to...

A few weeks back, a couple of the Eiger team ventured up the M1 to the central coast to visit three of Ingenia Communities’ (INA) retirement community parks. Our aim...

MFS strategist Robert Almeida summarised it best in his latest reflections: "Investing is simple, but hard". Those who had been expecting logical, straightforward...

With global growth slowing and central banks around the world running out of ammunition to respond, governments will need to step in with increased fiscal stimulus to...

At Livewire Live recently, Magellan’s Hamish Douglass revealed a chat with two former US central bankers that changed his view on where rates were going. The company's...

I know a lot of you hold big holdings in banks for income, so have we, but it has, in hindsight, been one of the biggest Australian investment mistakes of the last...

As one of our key long positions, Adriatic Metals (ADT) has been discussed already in our November 2018 and January 2019 monthlies. In November, Adriatic released an...

Last year, BHP and Rio both paid a gross yield of more than 13%, a figure that jumps to more than 20% once you include buybacks. Peter Gardner from Plato Investment...

2020. From an investment perspective, it’ll be a bit like 2019 with a little less oomph as far as equity and bond markets go. That's the key message from the recently...