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The recent optimism pervading the global macroeconomic backdrop over the last month suffered some harsh reality last week as the landscape continued to provide...

Somewhat of a reversion today of the recent trends with the high value growth stocks suffering some selling led by Wisetech (WTC) while a number of the value plays...

“Performance lagging”, “clients exiting” and “funds closing” – the constant barrage of reports and articles about the demise of the active fund manager is relentless....

Hybrids are just a single component of the much broader fixed income universe, which itself is bigger than the entire global equities market. And while hybrids can...

Our global equity team has an investment philosophy that’s centred on the search for Future Quality in a company. Future Quality companies are those that are able to...

When low interest rates see savers cross-subsidising borrowers, something’s got to give. But how can savers fight back? Taking a broader approach to capital...

For some reason, no-one seems excited about this strange Chinese company that's somehow taken 10% of Chinese e-commerce in about two years. Ex-google CEO Colin Huang...

What’s a defensive stock? It’s a simple question that used to have a simple answer. In years past, defensive stocks were reliable, conservative, boring investments in...

Last week in a note to our clients we discussed briefly the future of the Australian rare earths industry which has been given a boost by the US/China trade war and...

A weaker day than the futures traders were predicting this morning with the market opening around par before selling off into a midday low. While the selling lacked...

Retailers, media, resources and mining services are just a few examples of the vast array of cyclical investment opportunities on the ASX. Gary Rollo, Portfolio...

It’s no secret Australians tend to stay local when investing. And, compared to our offshore counterparts, our investment portfolios are significantly underexposed to...

Domestic Chinese investors receive very little on their bank deposits – just like the rest of the world – but remain wary of equities as a way of increasing their...

‘Narrative’ is a word we notice being used more frequently in market and investment commentary. Given how often it is repeated in this context we thought it worthwhile...

Stock markets don’t care about what is happening today. They are concerned with what investors think tomorrow has in store - and this can create a disconnect between...

Global MarketsGlobal markets are currently enjoying a “no news is good news period” – ever hopeful that a US-China trade deal will get done, and no news to the...

Ben McGarry’s formative years as an investor were spent on the ‘sell side’ pitching ideas to local fund managers. It was during this time that he met Phil Mathews, a...

Amazon, Microsoft and Oracle may be familiar names for investors playing the cloud computing megatrend. But there’s a special cluster of small-cap ASX companies...

As I look back on the US reporting season, one stock that I believe delivered an outstanding set of numbers is Facebook. The third quarter was volatile, both for...

It’s no great secret that global automakers are having a tough time, sales are falling leading to inventory building and furloughs or shutdowns of production...