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When things are looking gloomy we can be sure someone will tell us to be positive, to cheer up, to look on the bright side. Well, I've no time for mindless optimism....

While sleep - or lack thereof - was already a major talking point in Australia before the pandemic (the government funded a national sleep study in 2018), things...

Well, folks, we've made it - and by that, I mean through the first quarter of 2022. It's been tough, tiresome, and damn it, sometimes terrifying, but at least the...

If there is one thing investors can be sure of it's how uncertain everything is. Will inflation spin commodities into another supercycle? Will Anthony Albanese know...

Russia's war in Ukraine has sent commodity markets markedly higher, further fueling inflation concerns in the near term. In a bid to cool inflationary pressures, the...

Bond yields are backing up big time – the US 10yr Treasury yield is up by more than a percent now sitting above two and a half percent. The Australian 10yr...

Inflation, inflation, inflation. We knew it was coming, of course, but now that it's here it's like it's never going away - and it is, along with rising rates,...

Staying nimble and remaining responsive to opportunities as they present themselves is one of the key aspects of how Neuberger Berman’s Adam Grotzinger is currently...

The pandemic has thrown a bowling ball through all of our working lives and put into question things we used to take for granted. The necessity of working in an office...

Fears of a global recession have waxed and waned since the pandemic hit more than two years ago. As government policies and bond-buying propped up economies around the...

Another day, another skyrocketing commodity. In recent months, various commodity-related stocks have taken off, while the S&P GSCI - the index which tracks the global...

The WAM Alternative Assets Megatrends Series explores the long-term megatrends that the WAM Alternative Assets (ASX: WMA) portfolio can access through investing in...

Australia’s real estate market is often spoken about as if it’s this big, undifferentiated thing that moves as one. Especially when it comes to listed real estate,...

In case you missed it, Livewire's Ally Selby was joined by WaveStone Capital's Raaz Bhuyan and Perpetual's James Rutledge for a jam-packed episode of Buy Hold Sell....

The old adage in real estate – location, location, location – doesn’t quite ring true when it comes to listed real estate, says David Kruth, portfolio manager with APN...

It's fair to say growth investors have not had a great 2022. But for contrarian investors, those who purposefully go against the market to buy what others are selling...

An overview of how we invest at Lennox Capital Partners

Not too long ago, we asked two fund managers to name the best management teams in the business. This was in October last year, which now, at least to us, feels like a...

In case you missed it, Perpetual's James Rutledge and WaveStone Capital's Raaz Bhuyan made their Buy Hold Sell debuts on Friday. They discuss three long-term growth...

Investors in private debt are looking for stability of capital, first and foremost. But that doesn't mean they're stuck with low returns. In this wire, Andrew Lockhart...