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This week I was encouraged to see Shayne Elliott, CEO of ANZ, raise the following; Shayne Elliott… has called on federal Treasurer Josh Frydenberg to convene a summit...

Treasurer Josh Frydenberg announced Monday an ACCC investigation into the banks not passing on interest rate cuts. I think the investigation will make a nice addition...

It’s not hard to build a compelling bear thesis when considering the trade war, the yield curve inversion, and the increasing risk of global recession. But when we...

The car took 62 years to reach 50 million users, the TV did it in 22 years, and Facebook managed the same feat in just three years. In today’s fast-changing world,...

KKR’s Jeremiah Lane says investors are being drawn towards assets with perceived liquidity as well as assets that are easy to understand. This has created an...

There are less than three months to go until the end of the decade. Financial markets have had their fair share of economic and political events to deal with,...

Qantas Airways and Chorus are two stocks that generate superior free cash flow, according to Mark Landau, Joint Managing Director and Chief Investment Officer at L1...

Global MarketsHopes and fears regarding a possible US-China trade deal pervaded global markets for much of last week and the tentative agreement struck on Friday...

If there is one thing we have noticed over the last 12 months or so it is a bifurcation in the gold equities market. There has been a clear distinction drawn between...

This week, a Bank of International Settlements (BIS) subcommittee (the Committee on the Global Financial System) produced a report that reviewed a decade of...

It is said that equity bull markets “climb the Wall of Worry”.. The third quarter of 2019 is an excellent example of exactly that. As the wisdom also goes, “there are...

Value stocks have registered a long-absent pulse recently, with a strong swing toward the theme in the US through September, and closer to home, several value...

Here are some basic thoughts from my team on CBA's new hybrid issue, which is not investment advice and should not be relied on for any decision-making. Note that this...

Getting started as an investor is a daunting task. Even for experienced investors, information overload can be a problem, but for the new investor, it’s hard to even...

Today I write that it is amusing how we have shifted from nobody believing our early May forecast that Aussie quantitative easing (QE) was coming, to it suddenly...

A good session for local stocks to finish the week thanks mostly to some improving rumours out of the US-China trade talks. Reports are now indicating a partial deal...

Most parts of the fixed interest universe are generally seen as defensive and an alternative to higher risk equity assets. So, what are the biggest risks hanging over...

Most investors have clear memories of Australian companies expanding offshore. The big acquisition. The hype. The hope of escaping a small domestic market. But time...

Part of my investment thesis on China is that the underlying structural issues have been laid bare by the trade war. Regardless of any face-saving deal, the problems...

Any Buffett disciple will tell you the importance of companies having a moat, in other words, a defensible market position that keeps their competitive positioning...