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There have been few sectors that have been spared in the recent equity rout. However, it has been the high PE and high ‘quality’ names that have bared the brunt of...

The Fed has hiked 3 times this year and plans another four hikes by the end of next year. Their collective impact is still ‘in the post’ as hikes take time to bite....

Picking stocks is hard, but knowing when to sell them is even harder. As holders of stocks like Afterpay, A2 Milk and Appen have found recently, the urge to sell can...

Fund managers need a distinct and reliable process to maintain their edge and keep them ahead of the index. When we sat down with Peter Rutter, Head of Global Equities...

Numerous academic and industry research papers support the view that effective corporate governance has a significant impact on the performance of that company as an...

Since the end of August, the Australian market at one stage was down about 12%. It's recovered a little bit, but it has been a pretty hairy ride. So, has this been a...

Owning US equities has been a highly profitable position for the past 18 months. During this period the S&P 500 has returned 20.6% compared to 4.1% for the rest of the...

The scale and duration of Australia’s construction boom has led to fears that the housing market could soon face oversupply. We sat down with Andrew Schwartz, Group...

The papers are having a field day with stocks making headlines for all sorts of reasons. The high-flying Corporate Travel Management has been in the sights of short...

The growth of Exchange Traded Funds has seen the value of funds under management pass US$5 trillion on a global basis, and A$40 billion within Australia. We spoke with...

With the two largest economies in the world at loggerheads, many investors and commentators are trying to figure out the end game. Alex Duffy, Portfolio Manager at...

Stocks exposed to true structural growth trends are trading three standard deviations more expensive than the market. Air travel is one such growth area. Engine...

If you’d invested $20k with Platinum Asset Management when the firm opened in 1995 you’d be sitting on around $320k today, a return of ~12.6% per annum*. However, the...

Healthcare is often viewed as a good defensive place to invest because it is relatively insensitive to economic cycles. Over the past 12 months the healthcare index...

Financials are deeply unpopular given the fallout from the Royal Banking Commission, pending legal actions and the prospect of being a political football into the 2019...