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It’s time for a new episode of Stocks Neat, the podcast with nothing watered down. In this episode, Forager Funds' Gareth Brown and I are talking about the electric...

With headline inflation in the US currently sitting at 8.3%, and Australian inflation comparatively better at 5.1%, WILSONS' David Cassidy believes that there's...

When volatility is up and risk appetites are down, small caps invariably take a hit. Investors will naturally gravitate towards more liquid areas of the market.  But...

When you think of great dinner table conversation starters, the list usually includes the weather, sports, or what's changing on your favourite playlist. However,...

Despite the bubbling uncertainty, 2021 was a wonderful year for markets as the bull market continued its trajectory. Earnings recovered, dividends returned and the...

Growth stocks have been punished, especially at the smaller and less liquid end of the market. Think of sectors like healthcare, discretionary retail and tech (Covid...

Watch and listen to WAM Vault Live where Chairman and Chief Investment Officer Geoff Wilson AO, WAM Capital (ASX: WAM), WAM Microcap (ASX: WMI), WAM Research (ASX:...

There are not too many investors out there feeling upbeat about the prospect of higher interest rates. For John Tobin, Managing Director and Portfolio Manager at...

In this episode of the Stocks Neat podcast, I am joined by whisky-naysayer (and Senior Analyst at Forager Funds) Chloe Stokes to discuss the bid for Twitter, social...

When thinking about a capital structure, on one end of the spectrum you have senior debt and on the other, equity. The securities in the middle can be unloved at...

In 2003 a young Australian PhD student took the bold step of pitching a new framework for how asset owners should think about engaging with the companies they invest...

Markets price stocks based on the amount buyers are willing to offer and sellers are willing to accept. But market pricing isn't always fair pricing, and it's here...

In the world of investing, there is always plenty of chatter about what a "quality" company looks like. Almost everyone would probably agree that profitability is a...

The rate hiking cycle that investors are staring down is historic. After years of declining rates (more than a decade in the Reserve Bank's case), we are finally...

A lot of people are currently debating whether China is indeed uninvestable. At Fidelity, we continue to believe that as an asset class, Chinese equities remains very,...

It's clear that rising rates haven't been great for local and global share markets. High P/E names, those that have led the world's major bourses over the past few...

Earnings come in cycles but rarely do those numbers come into the post-maturity stage of a business cycle like the one we are witnessing right now. As 2021 turned to...

The conclusion that today's rising rates make private debt securities riskier investments is not as dry cut as you think. Livewire's David Thornton talks to REALM...

The first half of 2022 has been marked by a surge in safe-haven buying (namely, bonds and the US Dollar) at the expense of growth stocks. If you need any proof of how...

Inflation is unlikely to return quickly to any stable trend levels, with more volatility expected in readings as the world returns to a larger boom/bust cycle. This...