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Our current investment thesis is that an external shock could spell disaster for the already fragile Australian markets. This could very well end up being that shock....

Entertainment is no longer restricted to the home or an entertainment venue. The proliferation of entertainment options through digital and online services has changed...

While the entire ASX is worth around $2 trillion today, the global high yield bond market is worth around A$3 trillion and is a market that Australian investors can...

In recent years, a big part of Amazon’s share price gains have been attributable to the massive success of Amazon Web Services (AWS), Amazon’s cloud computing...

Getting the proportions right when preparing a recipe is more important than the precise provenance of the ingredients. And it’s just the same with portfolio...

The topic of today's discussion was the array of crises that kicked off or continued over the holiday period, including U.S Missle Strikes in Iran and if this could...

The market focus this week was the US-China trade agreement. Leaving aside the grand pronouncements over the importance of the deal, there was plenty of interest for...

Vivek Bommi is a senior portfolio manager with Neuberger Berman, a US-based investment management firm with over US$355 billion under management. When we caught up...

We recently had three of Australia’s leading fixed income managers visit the Melbourne office, Charlie Jamieson from Jamieson Coote Bonds, Jay Sivapalan at Janus...

When I look back on 2019, I think the big lesson we learned and the big lesson all equity investors should learn is that interest rates really, really matter. 2019 was...

Many Australians are still unfamiliar with the term ‘quantitative easing’ (QE), which many professional investors say is the reason why asset prices and global...

Has it really been 20 years since Y2K fears gripped global markets? To combat the turn of the century and fears around potential technology issues (as computers...

It can be a difficult task separating those stocks which are poised for a turnaround and those which are set to implode. But as Greig Bryson of Nikko Asset Management...

Warren Buffett describes interest rates as the ‘gravity’ for stock prices, thus when rates are high, stock prices should be lower; and when rates are low, stock...

In today’s low-growth world, companies that can grow their earnings attract a premium. Whether it’s emerging Australian companies like Afterpay and Appen, big US tech...

In this week's webinar, hear from Nucleus Wealth’s Head of Investment Damien Klassen & Tim Fuller as we dive into the controversial world of company earnings forecasts...

Here’s a unique test for investors: If you had to sell down your portfolio and invest it all in just one stock, ask yourself which stock would it be? While we’re not...

The current period of economic expansion is one of the longest in history, with US GDP growing for a record 124 months while Australia is now in its 29th year without...

With developing economies struggling and western central banks lacking firepower to charge up growth, Donald Amstad of Aberdeen Standard Investments says investors...

Technology companies are increasingly seducing investors by spruiking their ability to harness “network effects”, whereby the value of their products and services...