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Investors have rewarded stocks demonstrating the ability to deliver growth while also exceeding market expectations. However, the multiples on some of these stocks are...

Markets have changed and probably not for the better. Investor complacency seems to be the norm as their reliance on central banks and policymakers to come to the...

This week I argue that while RBA governor Phil Lowe passed with flying colours the controversial intelligence test we pitched him last week (by not cutting the cash...

With big gold stocks looking fully-priced, the hunt is on for value down the chain. But tier-1 locations and scale are still must-haves. This is where Bardoc, led by...

Another busy week in the markets wrapped up on a positive note despite the US this afternoon imposing an increased 25% tariff on about $200 billion of Chinese goods,...

It was a successful week for Westpac’s economics teams in Sydney and Auckland as they correctly predicted both the RBA’s steady hand and the RBNZ’s interest rate cut...

The sell signals have been building on the charts for a couple of weeks both here and in the US. The dam burst a little bit overnight. The 1.65% sell-off on Wall St is...

I am in no position to be critical of the world’s greatest investor—my investing mistakes are bigger and more frequent than his. But Warren Buffett’s slip ups over the...

Whilst defining quality is no minor philosophical challenge, we are fortunate that the application of the concept of quality to investing is robust to various...

For my regular readers, this month’s note is a little different. Briefer with one myopic focus. This month I am going to focus on Australia, and specifically the...

In early May the once highly popular ASX-listed funds manager Janus Henderson (JHG) released a rather underwhelming March quarter financial performance report. Among...

A short note this afternoon after a busy day on the desk + I’m down a couple of foot soldiers today… the ASX had a reasonable session particularly considering the...

Markets have bounced back significantly since the volatile days approaching Christmas last year. Where does that leave valuations now? A 2-minute snapshot on why I'm...

The message from former US Federal Reserve Governor Janet Yellen and two current Fed Presidents was clear at the recent Credit Suisse Asian Investment Conference – a...

The Perpetual Credit Income Trust employs an investment style that seeks opportunities within the broadest possible universe, providing diversification while at the...

We have written extensively in the past on the benefits of merging Bendigo and Adelaide Bank (ASX:BEN) and Suncorp Bank (ASX:SUN). However, we believe it is also worth...

Central bank policy within the developed world has been marked over the past decade by a systematic failure to achieve pre-set inflation targets. In response central...

The investment process at Regal Funds Management allows them vary market exposure depending on the prevailing conditions. Simply put, Regal like to be ‘long’ in bull...

Ten years into a bull market and the question inevitably arises as to whether we have seen the end of the current cycle, or if we are simply witnessing a mid-cycle...

The only pure-tech listed investment company on the ASX, Bailador Technology Investments (BTI, 93c) adheres to a simple charter of providing investors with a one-stop...