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Australian equities have had a remarkable performance so far this year. In this interview, Portfolio Manager at Airlie, Emma Fisher, speaks with Adrian Amores about...

In this episode we chat to Tony Waters of QVG Capital and discuss fast-growing small Australian companies such as AfterPay. As a founder and Portfolio Manager...

The U.S. has led global markets over the past decade and it continues to dominate the investment landscape. With its continuing economic strength, many investors see...

In this month’s Cross Asset Review produced by Foresight Analytics, we look at the performance of various asset classes in the last Financial Year. Central Bank policy...

Following their large earnings downgrade last year, I penned a wire titled 'Telstra – Trap or Treasure'. We bought Telstra around $2.77 shortly after and enjoyed a...

One of the key principles of investing - diversification - works because different assets do well in different circumstances. Broadly speaking, shares go up when the...

A fairly upbeat sort of day for the Australian share market with a strong open backed up by reasonable buying throughout the session. The Energy sector was best on...

Despite a volatile last 12 months, the Australian small caps sector performance has lagged the overall ASX 300’s returns, and the Small Ordinaries index has remained...

The term premium is the difference between bond yields for a given maturity and the expected path of short term interest rates over the same period. By examining...

Infrastructure can provide defensive income, allow investors some participation in the upside of equity investment, and provide diversification from equities and...

A few weeks ago I wrote about how the Australian housing market has diverged wildly from the typical boom/bust cycle. Today I want to address the elephant in the room...

Jeff Bezos is proving the sky’s no longer the limit for Amazon as they seek to launch thousands of toaster sized satellites to provide broadband to the world. Some...

A fairly quiet day at the index level overall (-9 points) with the market peaking +10 points up around lunchtime before the sellers took hold. It looked like a decent...

Don't know what "bail-in-able" debt means? Want to understand why the big banks are going to have to increase the global supply of these securities by almost 40%? And...

In our quest to evolve as fund managers we are constantly reading. Reading the likes of Peter Lynch, Warren Buffet (Alice Schroeder), Joel Greenblatt, Barton Biggs and...

Bear markets are great! Let me explain. Lower prices mean greater future returns. Bear markets always occur during global slowdowns as investor confidence is shaken...

An investor's job can be boiled down to two primary tasks, explains Warryn Robertson, Portfolio Manager at Lazard. First, to predict what a company's cash flows or...

Stocks in the ASX100 are well covered by analysts, and pricing inefficiencies are far harder to come by as a result. Picking through this index on the hunt for...

Veteran fund manager David Paradice has just unveiled his first new fund in over a decade. The Paradice Global Emerging Markets Fund will be a bold move and comes at a...

The market stormed ahead to finish the week with the spurt higher, ticking around the 6700 level, near to where the ASX200 started the week helped by more dovish...