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When it comes to small caps that have lost their way, it’s all too easy for investors to banish them from their portfolios and move to fresher pastures. In fact it’s...

Recent media reports carrying whispers of a stalking suitor forced Caltex Australia’s (CTX.ASX) hand, announcing to market this morning that it had received a second...

RBA Governor Lowe has detailed his preference for a possible RBA Quantitative Easing (QE) program after further possible RBA rates cuts. Lowe suggests ‘’if’’ the RBA...

A more bullish session than futures were implying this morning buoyed by reports that China and the US held a call today and quote ‘agreed to continue phase 1 talks....

Mark Landau is the joint Chief Investment Officer of Melbourne based boutique fund manager L1 Capital. L1 manages five strategies across global equities, Australian...

Given the unprecedented low level of interest rates in 2019, we believe the one thing investors cannot ignore in 2020 is stock selection based on fundamental value. ...

We have now completed the first quarter of FY2020 and of LMIs tracked by IIR the Small Cap focused LICs were the standout. The Small Cap focused LICs managed to return...

Through no prescience (rather a lack thereof) on our part, members of the Avenir team spent all last week in Hong Kong. While our primary purpose for being there was...

Over the last 18 months, we have experienced a draw-down of greater than 20% on the United States (US) equity markets, however recently they have reached a new...

We believe the thing investors can’t ignore for 2020 is how to get exposure to alternative asset classes. At the beginning of the year, we wrote about the reasons to...

The market was strong on open this morning although the optimism faded from around 11am onwards, stocks declined from early highs to finish up but not convincingly so....

Aristocrat Leisure (ASX: ALL), one of the world’s largest manufacturers of gambling machines, has been a stellar performer over the past five years, rising some 400...

Searching for sources of income in a record low interest rate environment has become an even greater challenge for investors. Investors who rely on earning interest...

Are the big Australian banks value traps? As the disparity in valuations between value and growth stocks widen, Rhett and I discuss why. The impact of technological...

The Australian equity market has generated above average returns in the last 12 months with the S&P ASX 300 Index up +20.5%. The larger capitalised stocks represented...

Global MarketsMixed signals with respect to progress in US-China trade talks saw global equities and bond yields ease back last week. Otherwise there was...

In times of volatility, such as we’re in now, many investors turn to infrastructure stocks for their defensive qualities and regular income stream. But not all...

The travails of Argentina are well known, they’ve defaulted on their debt yet again with bondholders now fretting over how big a haircut the country will try to impose...

After two years on the air, The Rules of Investing marks its 50th episode with a very special guest; Hamish Douglass, co-founder, Chairman, Chief Investment Officer,...

The current bull market in US stocks started in March 2009 at the height of the global financial crisis and is the longest in recent history, beating the rally between...