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The market bolted out of the gate this morning with the finance names pushing the index into a 6-week high early in the day. By 1 pm the sellers found their grove and...

The move lower in bond yields over the past quarter has been significant: US real yields recorded their biggest quarterly drop since 2011 (-60bps); global nominal...

Oh dear!The stronger-for-longer lithium story is not exactly panning out as such, with a global oversupply emerging and the upbeat blue sky stories supplanted by...

At a recent lunch with another fund manager, I found myself engaged in a discussion about the state of the current market, 'From your perspective, are you seeing many...

WeWork put its Initial Public Offering on ice this week as the company realised it would not be valued at the $47 billion that WeWork wanted. Indications are that...

A fairly muted session in Australia today with the market briefly trading in the black early on before the market trickled lower into the close. Energy stocks hardest...

Some welcome news for LNG producers as the spike in the oil price flows through to the gas price for many Australian producers due to contracts struck over a decade...

Last month, REA Group chief executive Owen Wilson claimed that “the buyers are definitely back”. And recent data seem to back him up. House prices are rebounding,...

I clearly recall Ben Griffiths, Portfolio Manager at Eley Griffiths Group, calling the top for aged care stocks at Livewire Live back in 2016. Popular names like Estia...

A lot can change in 10 years. 10 years ago, the world was on its way out of The Great Recession, Donald Trump was just a wealth reality TV star, PetroChina was the...

World oil prices have spiked since last week following weekend drone attacks on oil production in Saudi Arabia. This has naturally raised questions about the threat to...

The RBA minutes moved the market today, or more specifically, put pressure on the AUD which made our market more appealing from an international perspective. Decent...

According to Bloomberg, global oil prices have risen by the most on record after a strike on a Saudi Arabian oil facility. WTI (the benchmark in oil pricing) crude oil...

With reporting season over, the bull market in growth equities rolls on. The “expectations game” that has long permeated US equities has firmly taken root in Australia...

We have seen several highly-regarded equity commentators recently justify stretched equity market valuations based on depressed government bond yields. Magellan, a...

Reliance Worldwide (ASX:RWC) has been a recent introduction to the portfolio. The company sells innovative and simple plumbing fixtures to enhance productivity and...

An interesting day for local stocks with the energy sector the clear standout thanks to a spike in the Oil price, Futures trading +9.7% at time of writing underpinning...

If you are worried that you are feeling a little too positive about the world, Nassim Taleb's book, Black Swan, is a good way to get you back down to earth. Taleb has...

Recent weeks have provided yet another reminder of how rapidly things can turn – while August brought about a sudden deterioration in the backdrop for financial...

President Trump’s announcement of additional tariffs imposed on Chinese goods early in August set the tone for a material flight to quality rally across global bond...