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McPherson’s (MCP) $2.15Being a supplier to the big bad supermarkets hasn’t been a fun place over the last decade, as the supplier of prosaic items such as hair brushes...

Last week I had the pleasure of presenting on asset allocation at the Portfolio Construction Forum in Sydney. The session looked at three alternative economic...

We live in interesting times. Who would have predicted Australian cash rates and bond yields would be trading at 1% or less at the end of last year?Well, here we are...

With the ASX 300 down more than 5% in the first half of August, many investors are seeing red across their portfolio. But one long/short hedge fund that’s been bucking...

A positive move from overseas markets last night however that took a while to sink in locally with stocks fairly muted early on. By 11am buyers were out and the mkt...

If you had bought CSL when it floated in 1994, a little over a decade later you were sitting on a ten-bagger. Most investors would have been happy to cash in then, but...

Best in breed fund managers in Australian equities, global equities and fixed income will present at the 2019 listed investment company (LIC) showcase this October....

The year is 2003 and a long argument has ensued over gold and inflation. Gold is trading at $US370 an ounce, having recently traded at lows of $US250. I am locked in a...

Cooper Investors (CI), the $13 billion funds management house from Melbourne, has managed to stay surprisingly under-the-radar for most of its 18 years in existence,...

In January of 2016 Fortescue Metals (FMG) had a low of $1.34 spending much of the month trading around $1.50. Of the twenty analysts that covered the stock on...

The last year hasn’t been a good time to be an offshore oil and gas vessel owner. The 2019 results for MMA Offshore (MRM) show it hasn’t avoided the windy seas. ...

In 2015, China’s yuan joined the US dollar, euro, UK pound and yen as an elite currency in the IMF’s ‘special drawing rights’ that members can access in emergencies. ...

Volatility was back in town today thanks to Mr Trumps barrage of tweets over the weekend and subsequent escalation of the China – US trade tussle. US Futures opened...

Global MarketsWhile hopes of a stabilisation in trade tensions and more policy stimulus (with talk of a US payroll tax cut and German fiscal action) helped to buoy...

I've written a lot about the coming of Aussie QE since we first forecast it in May this year (the notion was dismissed by many at the time), and there is mounting...

Moving to a new country is no easy task, but doing it while managing a portfolio, completing the exams for the Chartered Financial Analyst designation, and dealing...

Audinate (AD8) is fast forging a reputation as a true Australian success story with their innovative products being adopted and sold globally. AD8's core ‘Dante’ audio...

Gold has played out better than we expected on the LONG side. We closed our LONG earlier this year (April), having been in the trade since September last year. It’s...

We recap some of the profit reporting season highlights from this week including A2 Milk, Domino’s Pizza, Select Harvests, Lovisa Holdings, Catapult Group, Integrated...

As the reporting season avalanche gathers pace, a few company reports have really caught our eye. Here’s our take on reports by BHP, a2 Milk, Beacon Lighting and...