popular wires

Not all businesses paying a regular, reliable income reside in the ASX-50. There are many mature, stable companies capped at a few billion dollars that pay a robust...

While equity markets are pricing Nirvana for global growth ahead, geopolitics and global growth show only very tentative signs that they will follow. Is it the great...

Right now, the biggest names in Australian funds management are descending upon the Sydney Opera house ready to pitch their best investment ideas at the 4th Sohn...

Last year we wrote an article titled Five Ways to Avoid the ‘Value Trap’ which outlined several considerations when assessing companies that look fundamentally cheap....

As we approach the final weeks of calendar year 2019, the global investment community remains as polarised as ever on what to expect next and how best to position...

Against a backdrop of the WAAAX stocks, and growth stocks more generally, misfiring in recent months, we sat down with Sudhir Kissun at Allan Gray to ask how investors...

This is an addendum to our investment thesis released on Adriatic Metals ('ADT'). We have been requested by several investors to share our research on similar...

The notion that the junior mining and exploration sector has lost out to the cannabis and tech sectors in the competition for the speculative investment dollar – and...

Perversely, often buying stocks on an expensive valuation is a good strategy. This is because valuations (even on forward numbers) run in front of earnings upgrades. I...

As investors, we typically focus on growth in financial terms. Another consideration is our positive impact on the wider community, which is shown by the good news...

Fidelity’s first active Exchange Traded Fund (ETF), the Fidelity Global Emerging Markets Fund (Managed Fund) FEMX launched on the ASX just over one year ago, on 29...

While the big four banks have struggled recently, investors in the big miners are having a great year, enjoying strong income and capital gains. In this wire, we get a...

The Australian share market is like no other in the world. Not only is our dividend imputation system unique but so too is our sector makeup. It’s not surprising...

“We are late in the cycle.” Lord only knows how many times I’ve heard that phrase used in the past few years. People were using it as far back as 2012 in the...

Jun Bei Liu has a passion for learning. Born and raised in China she learnt how to speak English and moved to Australia to complete her tertiary education at UNSW....

A slowdown in global dividend growth is underway, according to the latest Janus Henderson Global Dividend Index (Index). This trend began in the second quarter, as...

A tough day at the office with the market hit hard, pretty much all day. The banks in the firing line thanks to a new Austrac law suit filed against Westpac refocussed...

EML Payments (ASX:EML), an Australian FinTech that specialises in digital gift cards and pre-paid cards, is a core holding in the Montgomery Small Companies Fund....

Adriatic Metals ('ADT') are a base metal developer in Bosnia & Herzegovina (BiH), with a world-class resource in a global scale mineral province. The breakup of...

We have chosen to highlight Viva Leisure as our stock in focus this quarter, a stock we hold in the NovaPort Microcap Fund. We initiated a position in Viva Leisure at...