popular wires

Another session of low conviction and light volumes with early optimism again sold into. The market is certainly struggling to hold any meaningful assault on the 6800...

At Ophir we’re all in. Aligned with our business model, as Founders and Senior Portfolio Managers, we have all our liquid personal wealth invested in the Ophir funds...

Bond yields continue to be the tail that wags the stock market dog whether it be the overall index, or the specific sectors that are swinging in / out of favour. When...

The problems faced by the Australian heavyweight backers of a proposed multi-billion potash mine in Yorkshire show that the ‘feed the world’ theme alone is not enough...

Adaptation is necessary when an environment becomes less favourable. So, as the global outlook assumes a gloomier cast, we believe investors should look beyond the...

To help you get the best investment outcomes, ActiveX gives you access to boutique fund managers who get actively involved in their investment strategy and align their...

Earlier this month I travelled along the East Coast with 10 fund managers as part of the ASA Listed Investment Company Showcase. The quality of presentations was high...

The next six weeks will likely see market volatility around the execution of the trade war ceasefire, the prospect of a Brexit deal being derived...

With the Regal small-cap fund up over 70% CYTD (as at 30 Sept 2019), Phil and I talk the good, the bad & the ugly of financial markets. Phil remains optimistic...

Many portfolios traditionally use government bonds and cash to be defensive. With bond rates and cash rates now at historic lows, there is no longer much yield or...

The Asian middle class is set to explode in the coming decade, and Australia is set to benefit in more ways than one. Australian investors, in particular, have a...

I’ve written a few times recently about the imbalances in the Australian economy and how messed up the Australian housing cycle is. It looks as if the Australian...

It’s all over the news, it sounds like the housing market is staging some sort of recovery. According to select popular media, buyers have been applauding the latest...

Music is wonderful in that it’s often recycled and reused to create new songs that can give old songs a new lease of life. It’s also a painful reminder of getting...

Companies like Regus and Servcorp have been around for decades offering users a serviced office product not too removed from the “flexible” or “co-working” offers we...

When managers refer to a company as being of high quality, this generally refers to the company’s metrics demonstrating strong financial statements, sustainable...

Global MarketsGlobal stocks rose for the third week in a row, reflecting another (so far) better than feared US earnings season, tentative signs of stabilisation...

The downtrend in value and uptrend in growth have been unstoppable over the last three years. And while in theory, ‘the trend is your friend’, in reality, it's only...

Equities form a core part of most long-term investment strategies; they offer strong long-term returns, but at the cost of higher volatility than many other assets....

Warren Buffett’s favourite metric is return on equity, or ROE, which gives investors a measure of how well a company’s management team is using its equity to generate...