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Global equities represent a good way to add portfolio diversity and gain access to global companies. Over the past ten years global equities have performed well for...

In notes to our clients we've talked a couple of times about gold, and touched on silver and platinum which are all members of the precious metals family. The...

A choppy session to start the week although considering that Westpac (WBC) was in a trading halt to raise $2.5bn in fresh equity after reporting results this morning,...

Back in 2017, we outlined the case for an Australian recession based on a retrenchment of household spending brought about by a negative wealth effect. At the time the...

There are currently over 240 ETFs available on the Australian stock market and this figure continues to grow every month. At this time in 2014, there were just 95...

Let's take a baseline retiree as an example – An 70 to 80-year-old Australian couple with $1m to live off in a house with no mortgage in a zero tax environment. They...

When searching for high quality growth investments, Fairlight prioritises finding businesses with high returns on capital, evaluating the sustainability of the excess...

Most investors looking for equity dividend income turn to the same six old names, even if the threat of another dividend cut hovers just overhead. However, dividend...

The recent inclusion of the Chinese onshore bond market within broader global bond indices has increased the level of investor attention to the market. Despite its...

It is time to unveil a new expectation: if the RBA continues cutting through conventional and unconventional means, which is our central case, I expect that this...

A calmer mood in geopolitics, a shift in trend for bond yields, and WeWork popping the unicorn bubble; all have been cited as drivers of the marked rotation from...

Hi all, something a bit different today with our weekly investment-centric webinar (also presented in podcast format) for those of you who haven't seen it. Episode...

In our latest update, we’ll discuss our ongoing investment and thesis around Infrastructure as a Service (IaaS) within the cloud computing market. We're going to...

The US S&P 500 Index has rallied ~6% from mid-August lows to be back at all-time highs. This is a classic example of the equity market climbing the wall of worry. Back...

After opening lower this morning , the market chopped around in a tight range till around 11am before finding its mojo and rallying strongly in the afternoon session...

Shenanigans in Leveraged LoansThere’s something of an ongoing battle between journalists looking to write a sensational article about US high yield debt and fund...

There is a special cluster of industrial mid-caps on the ASX that are perennial crowd-pleasers, stocks that under-promise and over-deliver every reporting season,...

The final trading day of October was a another negative one for the ASX capping off a negative month overall for the market with the ASX 200 down -1.18%. Today it was...

Hi all, something a bit different today with our weekly investment-centric webinar (also presented in podcast format) for those of you who haven't seen it Episode...

S&P 500 companies are paying out over 100% of their free cashflow as dividends and buybacks, even though earnings growth has been flat for the last two quarters and is...