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In November last year I sat down with Stephen Dash who is the founder of Credible Labs, an ASX listed company that just received a takeover bid from Fox Corp. The bid...

The world’s most valuable resource is not oil, but data. Companies that can collect unique data on users, and then leverage it, can have a massive edge over their...

Demand for convenience has seen plastic use multiply and today plastics are fundamental to many aspects of daily life. As consumers we interact with plastics many...

As we enter the August reporting season, we see a strong chance of FY19 results beating low expectations, but market estimates for FY20 look too heroic, leaving scope...

As global central banks embark on yet another round of rate cuts, taking the world closer to or beyond the zero-yield point, investors face a difficult conundrum. Stay...

A day where volatility kicked hard and we saw broad based selling across local and international markets – the catalyst / straw that broke the proverbial back was an...

The recent inversion of the US yield curve has seen many interpreting this as the harbinger of a recession in 2020. Though such an inversion is a sign that investors...

The slowdown in global growth does, in part, reflect waning globalisation, but it is important to remember that this slowdown was very much entrenched even before...

Global Markets Global equities slumped last week reflecting two negative events: disappointment with regard to Fed guidance and Trump’s new tariffs. A flight...

Charter Communications is the USA’s second largest cable company, providing subscription-TV, internet connectivity (‘Connectivity’) and fixed voice services to 27m...

Down here in the antipodes, where our own economic fortunes have for many years been closely tied to those of our neighbour to the north, we have seen firsthand how...

Australian house prices and the economy stand at an important crossroads. On the one hand, we have the return of the Liberal-National coalition, the softening of APRA...

One of the most common questions from our investors is which other fund managers we would recommend. While we normally decline to talk about specific people, we are...

Not all brick and mortar retailers are doing it tough. Take Super Retail Group (ASX:SUL), for example. The owner of Supercheap Auto, Rebel, Macpac and BCF is showing...

With August 2019 reporting season here, for this week's episode of Buy Hold Sell we're looking for stocks that could give investors something to smile about this...

Australian investors understand the case for including domestic small and mid cap (SMID) companies in their portfolios and have typically benefited from these...

The market quickly turned its focus back on the escalating US China trade war today following a twitter spat from Trump overnight. The US market fell 2% from their...

Today I write about the growing proliferation of hedge funds using psychologists to help their traders get an edge, and the former SAS solider and psychologist who has...

The investment quality and portfolio role of the market’s newest large-cap stock became clearer recently. Coles Group, which demerged from Wesfarmers and listed on the...

A quandary has taken hold, the real nub of which is whether the US economy is moving into recession - or simply experiencing a growth scare. This needs to be clarified...