popular wires

I recently wrote about Bailador portfolio company Rezdy, and how the business started as an idea Simon Lenoir had while working in a dive shop in New Caledonia. The...

A few quick thoughts on recent credit spread movements in the Tier 2 subordinated bond and the Additional Tier 1 capital hybrid markets. First, the screenshot below...

Risk assets face an uncertain future as the Fed’s about-turn on monetary policy has left many investors wondering what’s next. However, according to Charlie Jamieson,...

The ASX brushed a weak overnight futures read early in the session as the banks caught a bid for the third day in a row. The buying caught a second wind mid-morning...

Poor capital allocation decisions are one of the most frustrating parts of being a patient and contrarian investor. We conduct detailed independent research and invest...

Investors should be aware that another tech boom appears to be underway. Exuberant valuations, zero profits and knowledgeable private equity owners lining up to sell...

One of Australia’s most iconic funds management firms will celebrate its 20th anniversary this year. From humble beginnings with just $30 million of assets under...

If I told you that your best chance of finding an investment fund that is going to outperform in the future would be to screen for the worst performing funds in the...

Investors are concerned about the deterioration of corporate debt quality, marked by lower credit ratings and a large share of covenant-lite issuance in the loan...

The year is 1991. I’m trading Australian interest rates on the proprietary desk for Bankers Trust. The desk is headed by Richard Farleigh. And the quarterly CPI number...

The ASX 200 was in two minds throughout the trading day, twice trading a small margin above par but ultimately failed to make any headway in either direction to close...

Retail has seen more tech casualties than most sectors, however some investors are now seeing value emerging in ‘oversold’ names. However, Eileen Riley, Co-Portfolio...

Conventional wisdom has it that superior GDP growth in EMs will produce superior EPS growth. Yet, over the last decade real EPS in India has fallen by almost 60% while...

When considering investments, returns are one factor but another is risk. What is the prospect of losing money if things don’t go to plan? This is one reason why...

With the painful Q4 2018 drawdown and subsequent sharp YTD rally in global equity markets behind us, many investors are currently thinking – where to from here? The...

Last week, I was reminded by a gold bug investor on Twitter that, as far as asset investment returns are concerned over the past two decades (1999-2019), gold came in...

It’s a rare opportunity to get to sit down with an economist of the calibre of Tim Toohey from Ellerston Capital. He was formerly the Managing Director, Chief...

The world’s youngest billionaire was crowned in 2019. At age 21, Kylie Jenner and her business Kylie Cosmetics were included into this club. This rapid success...

We recently reviewed the ten most tipped stocks, which are leading the market by 17% so far this year. However, there was a second crop, the ‘ten more’ most tipped...

Buffett’s famous “Rule 1” of investing is straightforward; don’t lose money. But 10 years into the current business cycle, with unemployment and interest rates at...