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Last month, there was probably no one more surprised than Australian Prime Minister, Scott Morrison – or “ScoMo” – to which he is commonly referred. ScoMo had just won...

In previous posts, I’ve discussed our reasoning for why we believe the global economy is in the later stages of the business cycle. The next part of the cycle is a...

The Nufarm Limited (ASX:NUF) register is looking decidedly tight. Possibly the tightest of any company in the ASX200. And this has accelerated over the past few weeks...

The technology “war” has only just begun and will get worse. Big tech firms face numerous headwinds. Increasingly the tech giants are viewed as monopolists that are...

The 2018-2019 financial year has seen a dividend windfall for investors from Australian resource companies, an industry that isn’t historically associated with high...

RBA Governor Philip Lowe set a new bar for transparency in May, giving a strong signal in his comments that the RBA was poised to ease rates and delivered on this with...

With the right managers behind the wheel, dislocation in debt markets can present meaningful investment opportunities. In the latest Inside the Rope podcast episode,...

With a new backer, Food Revolution Group is taking an aggressive approach to the Middle Kingdom. Further up the food chain, investors are trying to work out whether...

The market latched onto an improving dialogue between the US & China overnight ahead of the G20 meeting in Japan next week – President Trump saying that he had talked...

The only thing Aussies love more than sport ... is a punt on the sport. Or just punting in general for that matter. Gambling is a very common Australian pastime and...

The big four banks, Telstra, and AREITs have traditionally formed the backbone of a defensive equities portfolio, but Aaron Binsted, Portfolio Manager at Lazard Asset...

Select Harvest (ASX:SHV) is an Australian-based grower, processor and marketer of almonds and almond-based value-added products. The business owns and leases over...

After being told how well the trade negotiations between China and the US had been progressing, financial markets were shocked when Trump ordered additional tariffs...

Each day brings more news of another huge technology IPO, often by businesses that have never made a profit – and perhaps never will. But there are new signs that this...

Australian residential mortgage-backed securities (RMBS) provide a source of highly rated assets with consistent income generation. Two questions immediately come to...

Europe is growing at trend again, after last year’s disappointing weakness. This was, though, largely due to a series of one-off factors which are estimated to have...

There was a brief period when “Faded (Where are we now)” topped the charts recently and we thought it would be an apt title for this week’s blog. Late last year, our...

The Reserve Bank has been doing some stargazing lately. Not the kind that sit high in the sky but rather the kind that help it determine how tight or how loose...

Once again, the expectation of lower interest rates was enough to drive stocks higher today, with comments from the RBA that imply rates were more likely to go down...

In our last wire, Dominant themes in 5 key asset classes, we highlighted the conservative stance most managers had taken following the extreme volatility during the...