In this special report, ten of our analysts select 29 stock picks across sectors including banks and general insurers, LICs, agricultural and FMCG, technology, discretionary retail, travel and tourism, resources, and healthcare & biotech. We hear which two of the big four banks make the cut (along with Macquarie); which... Show More
'Read history! Read history! Read history!’ Charlie MungerWhile investing is all about the future, having a solid understanding of the past can provide clarity and confidence when dealing with the future. Even the great investors understand that whilst investing is all about putting money down today with an expectation that... Show More
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 latest tech bubble could be coming to an end. For some time now we have been warning that the line... Show More
We’ve had some success (and luck) in tech stocks this year – 5GN, WZR and Z1P have all been multi-baggers. CV Check (ASX:CV1) is another tech stock we’ve been buying recently that I think is a candidate to have a similar type of run. CV Check is a Human Resources (HR) technology... Show More
At the time of writing, the ten-year Australian Government bond is yielding 1.37% and the recently offered 30-year Australian Government bond is yielding under 2.4%. This implies that the Federal Government can borrow money for 30 years and pay less than 2.5% on that borrowed capital. Australia is obviously not... Show More
The concept of "impact investing" may be nothing new but it has become a popular way of thinking about markets over the past few years, as investors seek to not only generate a financial return, but a social and environmental benefit as well. George Latham is the Managing Partner at WHEB... Show More
The local market did very little in the first hour of trade, and was actually trading marginally lower by 11AM only to turn the corner sharply, bid strongly throughout the rest of the session. Buying found its way in following the FOMC meeting in which the Fed turned noticeably more... Show More
On Tuesday the ABS released March quarter property price data revealing that established house prices fell in all eight capital cities. However, it was Sydney and Melbourne that bore the brunt of the decline as credit supply tightened and demand continued to fall.Our previous wire on this topic showed that... Show More
Think for a moment about the complexity of designing a car. Over 30,000 individual parts are present in a typical vehicle and the design engineer needs to use all of these parts to create a product that not only meets all stringent regulations, but also meets all efficiency and reliability... Show More
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 Management, thinks there are better opportunities elsewhere. In fact, they own neither the big banks nor Telstra in the Defensive Australian Equity Fund. He also... Show More