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When it comes to movers and shakers, the Aussie reporting season has delivered on all fronts. A surprise 141% dividend increase and an impressive jump in earnings...

Elanor Investors Group is a real estate investment firm that invests across multiple asset classes, including commercial, office, retail, hotels and leisure and...

Biotech is a booming sector currently worth US$755 billion and forecast to be triple that by 2028. This is all very well but what exactly is Biotech? It's about genes,...

Being an astute investor isn't just about finding the next great opportunity. It's also about keeping an eye out for risk and knowing what to do about it. For the...

When Alex Waislitz started his private investment company, Thorney Investment Group, back in 1991, he was a dyed-in-the-wool value investor. Having learned the craft...

While people may debate the independence of broker research, one thing they do boast is access. Access to company management, to information and data that you may not...

The global auto industry is currently evolving at a rapid pace and during such periods of structural change, equity markets present genuine disruptors and genuine...

Sydney Airport and Transurban have been steady long-term performers and present opportunities for investors to add infrastructure exposure to portfolios.  Whilst...

The biggest question on most investors’ minds in the first half of 2021 has been ‘will inflation be transitory or lasting?’ While the issue is far from settled, the...

Despite rising bond yields through most of 2020, continued low interest rates have underwritten record valuations across markets. Meanwhile, rampant M&A activity is...

It was a record-breaking US reporting season by all accounts. So much so, that when I sat down to chat with Bruce Apted, head of active quantitative equity for State...

I recently sat down with Ben Clark from TMS Capital to find out which results have grabbed his attention this reporting season. Clark is well known to many...

There are a few things in life we all love with reckless abandon. That first sip of a cold drink on a warm summer's day, puppies, travel (minus the flights and/or...

In this interview with Gary Rollo, Portfolio Manager of the Montgomery Small Companies Fund we focus on the bull market associated with the decarbonisation thematic,...

Elanor Investors Group (ASX: ENN) is a real estate investment firm that invests across multiple asset classes including commercial, office, retail, hotels and leisure...

With sweeping lockdowns and a rampant Delta strain, the optimism that was slowly bubbling in June soon dwindled. Economic activity is set to contract, yet in...

There are some topics that irrefutably divide the nation. The State of Origin, Vegemite, hipsters, for instance, or the existence of Australia's most dangerous...

With lots of hype around some rapidly growing sectors with fast paced businesses, it can be easy to overlook opportunities amongst the noise. In this weekly update,...

March of 2020 put the blow torch on credit-related funds. When ‘defensive’ allocations needed to step up, some funds melted with investors unable to redeem units or...

'Astounding' is the word that Bob Desmond, Head of Claremont Global used to describe the recent US earnings season. Wrapping up this week, all major US companies...