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A core part of the investment thesis for the FAANG stocks (Facebook, Amazon, Apple, Netflix and Google) is their ubiquity in our everyday lives. Conversely, a key...

With the Victorian government banning primary and secondary state school kids from using mobile phones during school and with a potential national clampdown looming,...

A big sell off today for Aussie stocks with sellers out early and sustained throughout the day with very little respite to speak of – the market eventually closing on...

Lower interest rates around the world have boosted asset prices in many countries. What’s interesting is that this hasn’t necessarily resulted in an increase in...

Global MarketsGlobal equities enjoyed another solid week, basking in the after glow of the US-China trade “truce” announced last weekend and continued...

The term ‘Black Swan’ in finance refers to an unpredictable and significant event. So what does the term ‘Grey swan’ mean? We recently put this to Daniel Farley, CIO,...

This week I reflect on the intensifying FOMO rally driven by the expected search for yield dynamic that has been triggered by RBA rate cuts, the prospect of the Fed...

There are many high-quality small companies operating across all areas of the Australian economy. Some of these companies will one day grow into large, mature...

"We've had 10 years of fantastic structural growth, however, the next 10 years may be even more exciting than the last, and adoption will happen at a much faster rate....

In the lead up to the tech wreck of the early 2000s Paul Skamvougeras was working on the dealing desk at Perpetual. The ‘value’ focused manager was struggling to keep...

Back in February, Chris Watling, CEO and Chief Market Strategist at Longview Economics, wrote that a recession in Australia was likely, and that rates would be cut to...

The RBA has taken the unusual step of back-to-back cuts to its official cash rate at its June and July meetings, taking the rate to an historical low of 1%. Along the...

Investing in quality resource companies can let you leverage price gains in an underlying commodity. The challenge is that many commodities today have already had...

Facebook expects to launch its cryptocurrency, Libra in 2020, with the aim of creating a simple global currency and financial infrastructure that empowers billions of...

There was no US lead for us to follow today with US markets closed for their 4th of July holiday, and as a result the local market opened little changed. Buyers soon...

Amazon’s annual sale is called Prime Day and it's coming up on the 15th and 16th of July. Having started in 2015 as a single day in the US, it is now a two day...

Markets started the week on a positive note after the weekend meeting between presidents Trump and Xi. The two leaders reached a truce of sorts in their trade war,...

In case you were wondering whether to sell all those boring defensive highly indebted infrastructure, utility and REIT stocks, look at these charts of the US,...

With apologies to the 'Bard of Avon' for the misuse of ‘wherefore’, but the market is becoming lost in its desire to chase growth, quality and safety with little or no...

The first six months of calendar 2019 have again superbly proved as to why this equities bull market has been dubbed "the most hated in history". At face value, equity...