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Elevated volatility is providing endless opportunities. Matthew Haupt, Lead Portfolio Manager at Wilson Asset Management, explains how the WAM Leaders portfolio is...

So far in 2020, investors have seen circa $26b worth of dividend income disappear. For some investors, the loss of income is no great concern, but for investors that...

There can often be pitfalls in pursuing a 'one or the other' strategy in equities. Hunting income can lead to yield traps. Chasing growth may result in overpaying for...

Why are Geoff Wilson, Phil King and David Paradice all bearish on the market? Do they think there are better opportunities offshore or in Australia? Which sectors and...

A global recession is inevitable in the wake of the coronavirus pandemic, that’s the view of Catriona Burns, Lead Portfolio Manager at Wilson Asset Management. In this...

Investors are divided in two major camps over the Australian equity market’s impressive 30% comeback since the 23 March lows. The bulls reckon the worst is over as...

In this interview with Pinnacle's Gerald Willeston I discuss the role bank-issued hybrids can play in a portfolio relative to (1) global high yield bonds and (2)...

Smaller companies felt the impacts of the coronavirus the hardest and decisive action was crucial to survival. Oscar Oberg, Lead Portfolio Manager at Wilson Asset...

Retiree investors have borne significant financial pain as a result of the COVID-19 crisis and measures to stop its spread. Analysis by JPMorgan predicts that...

As investors we often look to follow the philosophies of the capital allocators with best track records, Buffett, Munger, Graham, Lynch the list goes on. However,...

This week's podcast features Dr Cameron Murray, who has the most compelling bull case for housing that I have heard. Not compelling enough to change my mind, but...

Dividend cuts are a hot topic for income investors. The team at Plato Investment Management expect ASX 200 payouts to fall 30% on aggregate this year. While some big...

Every May for the last two decades, the Wilson Asset Management team has toured Australia on their extensive annual roadshow, getting right in front of their investors...

COVID-19 has been responsible for significant changes in the way we live and work, but it is also influencing the ways we invest. After significant volatility in...

When picking stocks, it’s widely accepted that buying high quality businesses at a discount to their value is the best path to long term success. When choosing great...

The ASX200 index fell by a staggering 21.2% in March 2020. This was its worst month on record, and many equity funds suffered similar declines. In this dire...

Negative interest rates were a hot topic this week. President Trump repeated his support for the idea but even prior to this, several Federal Reserve officials said...

Will Coronavirus cause a debt crisis? And if so, what type of debt crisis? How likely is a major debt deleveraging?Ray Dalio has a number of videos and books out...

For two fund managers to disagree on all stock ideas is pretty rare on Buy Hold Sell, but this happens to be one of those moments. Matthew Kidman hosts a discussion...

India is poised to be an economic superpower, benefiting from structural factors such as business reform, income growth, urbanisation, domestic consumption and...