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Chris Rands, Portfolio Manager at Nikko Asset Management, believes that rates are unlikely to rise significantly from current levels. With debt at very high levels...

A popular narrative, for many investors, has been that good ideas are becoming harder to find as the current bull market grinds higher. Patrick Hodgens, Portfolio...

Volatility is a fact of investing in financial markets. But rather than working against it, Bill Pridham, Co-Portfolio Manager at Ellerston Global Investments, says...

There are about 2000 companies that fall into the micro-cap universe, and it’s the nursery for those companies that will go on to become future leaders on the ASX. The...

This bull market is now one of the oldest on record, yet reasons to be wary of it are growing. We sat down with Matthew Haupt, Portfolio Manager at Wilson Asset...

The list of problems facing Telstra is well known: falling revenues as the NBN rolls out, and declining market share in mobile. As the payments from the NBN begin to...

Dr Don Hamson from Plato Investment Management is always on the lookout for the best income opportunities from equities. His research suggests that there has been a...

Tech - it’s a sector that local investors just love to hate, but if you didn’t own a handful of these high PE names of late you missed out on some stellar price...

In Australia today, growth is forecast to be around 2.5%, commodity prices are stable, jobs are strong, and inflation is low and stable. But in the background, risks...

10 years into the recovery, and with valuations close to or at historical highs, there’s little denying that we’re getting late in the cycle. However, Amit Lodha,...

Small caps have been sizzling in 2018 and there’s been big moves in a number of market darlings post their results. Analysts and investors have been left scratching...

If you can find a cheap stock in this market, are you buying value or buying a value trap? In this video, Warryn Robertson, Portfolio Manager at Lazard Global Equity...

Mergers and acquisitions activity has picked up in the last 12 months, as sentiment has finally allowed more deals. Luke Cummings, CIO at Harvest Lane Asset...

Supply and demand dynamics are a key driver of long-term commodity prices. Recent examples of supply side disruption in both thermal coal and zinc have resulted in...

When a triple-B-rated utility company issues a 3-year bond at a negative yield, perhaps it’s time for the credit cycle to call last orders at the bar? Gopi...

We’ve heard a lot from investors around the world about late-cycle investing in recent times. The consensus tells us that the end of the bull market is not too far...

When looking for potential problems in a company, the first place to look is the balance sheet. Amit Lodha, Portfolio Manager at the Fidelity Global Equities Fund,...