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This year has been tough for investors, we know that.  And it makes sense that doing well when things are so tough brings greater satisfaction than galloping to...

For readers who have yet to discover the great British comedy ‘The Fast Show’, you are in for a treat. I was reminded of one of the show’s characters known as...

China and India are the world's two largest emerging market economies, yet both face an uphill battle as they reckon with COVID and inflation respectively.  In this...

In challenging times, the quality of management is paramount to ensure that shareholders capital is well looked after, and companies can survive the battles. Solid...

Investors traditionally flock to defensive asset classes like fixed interest in volatile and inflationary markets, but equities might offer a better defence. It just...

Uncertainty. Headwinds. Volatility. Every minute of 'now' seems to chafe for investors, or burn outright. With inflation on the rise, the Russia-Ukraine war...

When threats are lurking, with size comes safety. Just look at birds: the larger the flock, the less prone they are to predators. The same applies to investing - when...

Welcome to this month's trade floor update. The RBA has raised rates for the second month in a row, and we haven’t seen the end of it. It’s a good time to be a bond...

There is no doubt that sustainability is all the rage - and for good reason. There is not a day in the news cycle where ESG skeptics and proponents clash on a range...

While the market only rose ~25pts today, it felt a lot better outside of the banking sector with the big 4 down by an average of ~4.2%. Concern that sharper rate...

When volatility is up, capital preservation becomes key. But preserving capital is easier said than done. It needs a process that is consistent and dependable. "We...

Rising inflation is one of the biggest challenges for investors today and it turns out that covid, climate change and the war on Ukraine have had driving roles in...

As we (slowly) exit from COVID-19, the world is eagerly trying to uncover what the 'new normal' will look like. Is working from home destined to stay? Will we all live...

Politics and economics are two subjects that go hand in hand. For Jeremy Lawson, head of the research institute and chief economist at abrdn, it forms the backbone of...

As interest rates begin their gradual ascent in Australia, there are a lot of nerves in the domestic property market. Dr Philipp Hofflin from Lazard Asset...

Let's not mince words - it was a rough first quarter for investors. Apart from commodities and cash, it was very difficult to make and sustain money anywhere in the...

Imagine for a moment that you had a clean sheet of paper from which to build your investment portfolio from the ground up. Would that rebuilt portfolio look the same...

Bittersweet. Civil war. Virtual reality. And the famous Mark Twain quote “It usually takes more than three weeks to prepare a good impromptu speech.” What do all these...

Back in October 2020, Dr Philipp Hofflin of Lazard Asset Management did what every great Value investor does - He went against the grain of markets. Oil and gas...

Reddit stocks, SPACs, NFTs, Dogecoin - you name it, financial markets have grown increasingly strange over the past 2 years. Dr Philipp Hofflin of Lazard Asset...