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China has implemented a number of initiatives in its quest to open up its capital markets, including the Nasdaq-style STAR board that plays host to science and tech...

In times of volatility, such as we’re in now, many investors turn to infrastructure stocks for their defensive qualities and regular income stream. But not all...

While equity markets are pricing Nirvana for global growth ahead, geopolitics and global growth show only very tentative signs that they will follow. Is it the great...

Against a backdrop of the WAAAX stocks, and growth stocks more generally, misfiring in recent months, we sat down with Sudhir Kissun at Allan Gray to ask how investors...

Not all businesses paying a regular, reliable income reside in the ASX-50. There are many mature, stable companies capped at a few billion dollars that pay a robust...

Hybrids are just a single component of the much broader fixed income universe, which itself is bigger than the entire global equities market. And while hybrids can...

Retailers, media, resources and mining services are just a few examples of the vast array of cyclical investment opportunities on the ASX. Gary Rollo, Portfolio...

Domestic Chinese investors receive very little on their bank deposits – just like the rest of the world – but remain wary of equities as a way of increasing their...

It’s no secret Australians tend to stay local when investing. And, compared to our offshore counterparts, our investment portfolios are significantly underexposed to...

Ben McGarry’s formative years as an investor were spent on the ‘sell side’ pitching ideas to local fund managers. It was during this time that he met Phil Mathews, a...

The Aussie dollar was already having a difficult week before sliding below 68 cents as Australia reported a fall in employment in October. The Aussie is the softest...

Topics this week include the death of Coal, the potential of renewables to take over Australian energy, which energy-based stocks have potential, the viability of...

In some parts of the world, renewables are cheaper than fossil fuels and this trend is one to watch if you’re interested in investing in infrastructure. When we sat...

Amazon, Microsoft and Oracle may be familiar names for investors playing the cloud computing megatrend. But there’s a special cluster of small-cap ASX companies...

Part of the Allan Gray investment philosophy is, in their own words, to “resist trends and uncover opportunities in areas where nobody else is looking, which puts us...

When looking at Australian and US investment-grade credit, they both offer similar risk premia, but when drilling down into each market, investors will discover stark...

Holding a microcap that makes it all the way to mid-cap, or big-cap territory, is how you get a ten-bagger, or even a hundred-bagger. The odds are low of course,...

China’s “Made in China 2025” policy aims to make the country the dominant force in global high-tech manufacturing. And while most investors can name Alibaba and...

Brace yourselves for a rush of IPOs over the next decade as Aussie companies create wealth by doing things better, smarter and more efficiently than our existing...

In the last two decades, Asia has become a powerhouse of global growth, contributing more than half of global GDP. Demographics, improved education and digitalisation...