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Established in 2004, Regal Funds Management is one of Australia’s most successful alternative investment managers. Until now, access to Regal’s unique capabilities has...

The election has been run and (nearly) won. Although for some it’s an unexpected result, now it’s time to move forward – but what will this mean for infrastructure?The...

Over the past year, we have opportunistically purchased some high quality, growing businesses at attractive valuations. One such example is Melco Resorts and...

Week in Review The escalation in US-China trade tensions continued to dominate global market sentiment last week, with bond yields dropping lower and equities prices...

There has been an exhaustive amount of analysis and opinion directed at the key drivers behind property prices in Australia. Livewire recently asked Tim Johansen,...

The week ahead in Australia will no doubt be dominated – at least for those not more enthralled by Eurovision - by the outcome of the election which has seen the...

In my column today I analyse why ScoMo really won, noting that "during the week I advised my investors, media colleagues and friends that it would not be surprising if...

Key insights Global emerging markets have provided very strong returns for long term investors. However, investors have to be prepared to accept higher...

In a wire I published with Livewire on the 6th March 2018, ‘Don't buy value just for value's sake’, we outlined as our top pick a company called IDP Education (ASX:...

It's not everyday that you discover a fund with truly eye catching performance. When I recently pulled up the track record of the Cooper Investors Asian Tiger Fund,...

Small cap gold stocks have had a remarkable run over the past 5 years, fuelled by rising production, a high gold price, and strong levels of cash generation. However...

Kogan is a stock that we've discussed numerous times on Livewire. In a recent video, I explained why we believed that the market was underestimating the potential for...

I’m writing to you from New York following a week of meetings with companies, investment banks, analysts, strategists, fund managers and executives.The timing of the...

Australia’s four major banks have now reported their interim results. Common to all of them were three key themes, which are presenting both challenges and...

“All investing is value investing… the same calculation goes into it whether you’re buying some bank at 70% of book value or you’re buying Amazon at some very high...

Over the past 18 months, we have demonstrated a higher allocation to large cap Australian securities in line with the view that in many cases large cap stocks...

Today I argue that Australia is behaving like the indulgent and entitled child of a billionaire, quote my own 8 year old's analysis of what the two political parties...

A bullish open for the local market this morning as traders pushed stocks sharply higher into an early top just below 6400, however that was the best of it as sellers...

In the Wisconsin city of La Crosse in 2013, Eric Loomis, then in his early 30s, pleaded guilty to eluding police in a stolen car (while denying any role in a drive-by...

An inverted US yield curve has successfully predicted every US recession in the last 60 years. No wonder we have been fielding questions about what a flattening, or...