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"Long term, culture is enormous in terms of one business doing better than another." Paul Black, WCM Investment Management Culture counts. And sometimes it’s the most...

Australian shares are back to their 2007 high… at last! After nearly 12 years, the Australian share market is above its November 2007 pre-Global Financial Crisis (GFC)...

For those of us who remember gathering around the warming glow of the wood-paneled cathode ray tube television to watch Sale of the Century back in ye olden days, here...

Amid all the noise and volatility in global equity markets are some powerful structural shifts that should provide solid investment returns for many years to come....

Late British Prime Minister Harold Macmillan, when once asked what he was most worried about, reportedly said, “Events, my dear boy, events.” Investors certainly...

With a resource of 2.8Moz and a bumper gold price, Kingston Resources’ plan to rejuvenate the legendary Misima gold mine is starting to look like a case of perfect...

With government bonds yielding around 1%, term deposits paying around 2%, and cash accounts often paying nothing, it’s no surprise that investors are looking in...

In investing, as in other areas of life, there is the visible and the hidden. Something tangible, like an object or a number, is easily seen, and more memorable...

This might seem like a strange time to be worrying about rising prices. Smarter people than I think the biggest problem we face at the moment is not too much inflation...

We discuss the possible role for a once obscure economic theory that is gathering supporters around the world - Modern Monetary Theory. In June 2016 we wrote a...

To help you navigate the August 2019 reporting season, we have provided a listing of upcoming company announcements in chronological order, with our forecast NPAT...

Many value investors would undoubtedly feel a lot like Dorothy in the current market environment, like they have taken a knock to the head during a violent twister...

There are increasing concerns that the period of globalisation is drawing to a close and the countries are moving away from trade liberalisation towards increased...

This time last year, we published several articles on Livewire (including this one) outlining some of our thinking on Telstra (TLS), and in particular highlighting an...

Many investors are increasingly comparing this current cycle with the late 1990s tech boom and bust. The similarities are straightforward, i.e. rapid and unsustainable...

NAOS Asset Management established its first listed investment company (LIC) in 2013 with 400 shareholders. Today, NAOS manages $260 million across three LIC vehicles...

Speeding motorists and errant parkers hope they will never do business with Smart Parking and Redflex. But should investors?In what's bad news for British motorists,...

It is a sign of the times when investors are asking these kinds of questions. How do you go bankrupt in Europe (or the US) when the central bank is your underwriter?...

When the opportunity recently came up to sit down with Charlie Jamieson from Jamieson Coote Bonds for a one on one interview, I jumped at it. He always has a strong...

The ASX200 quickly rallied to a new intraday all-time high this morning despite a muted lead from the US markets overnight. Banks and resources rallied together to...