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With challenges for equity markets rising, even a defensively positioned balance fund, with just 45-50% equity exposure could struggle to deliver positive returns,...

So much energy and focus are devoted towards finding new investment ideas. However, knowing when to sell receives far less attention, yet is undoubtedly one of the...

The global population is on track to hit 9.1 billion people by 2050 and we know, with a high level of certainty, what the breakdown of that population will be. When we...

The ‘reach for yield’ has caused formerly defensive portfolios to gradually venture into higher risk assets that could leave them exposed to downturns. As a...

Peter Lynch once said, “Time is on your side when you own shares of superior companies.” The challenge of course is to own those superior companies at a reasonable...

It’s rare to see investors agree on a topic, but when Livewire recently reached out to Roger Montgomery, Ben Rundle, and Jason Teh to find out which ‘super investor’...

There are few long-term investing themes as powerful as demographic trends, and the rise of Millennials as the biggest cohort of consumers is a prime example. We sat...

James Miller from Firetrail Investments argues there are just two or three things that really matter when it comes to assessing any stock on the ASX. “A company like...

With a potential change in Federal government on the horizon, in this thematic discussion, we sat down with Matt Williams from Airlie Funds Management and Rhett ...

The ALP’s proposal to ditch franking credit cash rebates evoked an emotional response from self-funded retirees, sparking substantial analysis and debate on the issue....

One of the most fundamental principles of capitalism tells us that large am ounts of competition drives down returns. Investing is no different. Justin Koonin,...

With so much discussion about the maturity of the current bull market, it would be easy to assume that corporate balance sheets have fallen into the same state of...

Today NAB is offering a 10% fully franked yield, AMP Capital is trading at all-time lows and Janus Henderson is on PE multiple of just 6x. These are large and...

With the 2020s just 15 months away, now is a great time to take a step back and think about the long-term. 10 years ago, the top 10 companies in the world were...

Australia has had a multi-decade love affair with credit, where we've gone from households being quite under-leveraged because we had financial regulation and credit...

Eley Griffiths Group does not always as a house run bullish, but we have in the past couple of years. In a recent presentation to the Morgans network, Portfolio...

Sudden outbreaks in volatility through this year have spooked the equity markets, and investors are questioning if more is to come. We spoke with rate market expert,...

‘Economic moats’ allow companies to maintain their competitive advantage, so are essential for long-term profitability, but also for responding to a structural threat....