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We remain positive for the outlook for Australia and expect its economic growth to exceed that of most other developed economies. This view is informed by observations...

With many LICs trading at discount to NTA, particularly the smaller LICs, it’s not surprising to see a pick-up in corporate activity in this sector. In its latest LMI...

Value investing has gotten a bad name of late. The value vs growth debate rages on and growth continues to dominate returns. It is likely that the average growth...

Australian mid-cap stock Bega Cheese (ASX:BGA) has detracted from returns of the Perpetual Equity Investment Company Limited (ASX:PIC) LIC in recent times. However, we...

Domino’s (ASX:DMP) has been served with a class action lawsuit regarding wage underpayment. Domino’s believe their agreements are applicable and will defend this in...

Equity investors rejoiced in June as the Fed signaled it may cut interest rates – but interest rates do not drive long-run equity performance. Profits do. While the...

Another fairly quiet day across markets from a volume perspective, however we did see a flow of Chinese economic data mid-morning that moved the dial, plus there were...

We recently had the fortune to sit down with Daniel Farley, CIO, Investment Solutions Group, for State Street Global Advisors, one of the largest asset managers...

President Trump has tweeted that he loves collecting “BIG TARIFFS”. In a...

There always seem to be potholes in the road to emerging markets. Just this year developing country stocks have overcome bouts of volatility tied to U.S.-China trade...

I've never bought bitcoin nor did I get caught up in the 'crypto' mania of 2017. In our opinion, bitcoin and other digital currencies could never have been widely...

Over the past week most parents around Australia including myself have been receiving report cards from the children’s teachers; either confirming expectations as to...

In year 427BC, the Greek philosopher Plato founded ‘The Academy’, which is considered the world’s first university. It is somewhat fitting then that half of...

Earlier this year, I was lucky enough to sit down with one of Australia’s most successful and experienced investors, Robert Millner, Chairman of Washington H Soul...

The BlackRock Investment Institute (BII) said it now sees trade and geopolitical frictions as the principal driver of the global economy and markets, and as a result...

This week I outline our analysis of the coming tsunami of "bail-in-able" Tier 2 bonds care of APRA's finalised Total Loss Absorbing Capacity (TLAC) policy, which the...

Another day where the market ebbed and flowed in a reasonable range, typical of a low volume ‘school holiday’ sort of session. Not a lot happening across the desk...

Calgary Airport. Source: 4D InfrastructureCanada is a fertile investment ground for global listed infrastructure (GLI) companies, accounting for approximately...

The past week has been all about the US economy and the Fed’s reading of it. The June employment report produced a sharp upside surprise in non-farm payrolls growth:...

After starting with speculative mining stocks in Zimbabwe in the 1990's, today Bob Desmond works as Head of International Equities at Claremont Global in Sydney. In...