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The FY19 result for marketing services company, Enero Group (ASX:EGG), is a beater! Starting with the headline numbers, Enero posted revenue of $129.5m and operating...

2019 has been unusual in that both equity and bond markets have rallied strongly against a backdrop of solid economic growth. Commentators have repeatedly cited the...

Markets recoiled last week with increased US tariffs on Chinese goods increasing the all-out risk of a global trade war, where growth slows and just about everyone...

This will send shivers down many Hedge Funds who have big short positions. So far of the 12 biggest shorts that have reported, quite amazingly despite just 5 “beating”...

With CSL’s management guiding to underlying growth in the mid-teens (adjusting for the impact of the move to direct distribution in China), we continue to see upside...

With bond prices going parabolic in the past few weeks (FIG 1), once again market participants are wondering whether the “bond market is in a bubble”. That concern...

Is that all there is to a housing slump? Well, yes, according to REA Group, which recently reported a decent set of numbers for the year, and expects a significantly...

Shared office space used to be just that: cheap digs for start-up enterprises to house their staff before they could afford to hang out their own shingle. These days,...

An interesting session played out locally following a strong rebound from US stocks overnight, the Dow Jones adding +372pts underpinning our futures which traded...

The Australian fixed income market has enjoyed strong gains over the last twelve months with the benchmark 10year government bond rallying 11.50% YTD and 19.85% over...

Macro uncertainty is now the key driver of markets and the United States, for the first time in many decades, is now a "net exporter" of political and economic...

In January 2014, over five years ago, we wrote in our Half Year Report: “As a nervous January in the markets comes to an end, we still believe the ending of active...

FY2019 will be associated with one word when market participants look back, and that is volatility. Bookended by relatively benign first and last quarters, the second...

The famous 1915 illusion called “My Wife and My Mother-In-Law” is an apt illustration for what is happening at the moment in financial markets. Some people see the...

To be a successful investor over the long term, we believe it is critical to understand, and hopefully overcome, common human cognitive or psychological biases that...

It wasn't until I read Ray Dalio's 'Principles' book that I knew how long he had been visiting China, and how closely he has been involved with its economic story. (I...

With the fundamentals for a uranium market recovery continuing to line up, we are bullish on Boss Resources (ASX: BOE) which we believe will be the first Australian...

In the following video, I sat down with Andrew Grimes to break down the many-facets of the Australian healthcare sector, while also providing a snapshot of where...

One way to outperform the market is to reduce exposure to its drawdowns, a strategy Blackmore Capital has played well over time. Key to achieving this is to pick...

The conventional explanation from recent moves in bond markets is that global bond yields are collapsing because investors fear a global recession, triggered by the...