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Welcome to our series reviewing the "super" sectors of the Australian ASX300 excluding the ASX50 stocks. Over the coming weeks, Monique Rooney and I are going to be...

Back in April we wrote up our thoughts on one of Airlie’s core holdings, Tabcorp (ASX:TAH), prior to its demerger of The Lotteries Corporation. As part of the...

At Airlie we are looking to invest in high-quality businesses, which we would define as businesses that earn high returns on their invested capital. Airlie...

With inflation and rising rates raining on the equities market's parade, many brokers and fund managers have forewarned investors of an "earnings recession" this...

If you are like me, you're probably sick of reading about rising interest rates, inflation and the dreaded R word - recession. We get it. It's not the easiest time...

The term "blue chip" was first coined in 1923, when an employee at Dow Jones observed several stocks trading at US$200 or more a share. As any good poker player knows,...

In this special fourth edition of Expert Insights, we ask Matthew Landy of Lazard Asset Management just one question that required a lot of depth and time to discuss....

We investors are constantly searching for the next CSL. After all, if you invested in this growth darling a decade ago, your cash would have increased by almost 616%....

In Session 1 of our Conscious Capitalism series Executive Director Adam Myers provides a deep dive into the latest trends and innovations in conscious capitalism and...

In session 2 of our Conscious Capitalism series, Pengana Axiom International Ethical Fund portfolio manager Bradley Amoils observes that improvements in the ESG...

What does society owe each of us and what do we owe in return? The answer is our social contract and we are living in a time when many feel it is not working. In...

In session 4 of our Conscious Capitalism series, join our hosts and all 3 speakers in a live audience Q&A panel session where attendees present our panel with any...

It isn't every day you meet an investor with an Honours Degree in Scottish History. However, I recently spoke with Iain Fulton, the Edinburgh, Scotland-based...

In 1991, Florida-based portfolio manager Michael B. O'Higgins released his book "Beating the Dow". In it, he proposed a strategy whereby with as little as $5000,...

Lazard Asset Management's Matthew Landy has seen many a speculative growth bubble like this before. And he says it's helped him to inform his view about why the team...

Investors are becoming increasingly aware of the major themes – or gigatrends – dominating our times and even private market investors are in. Urs Wietlisbach,...

Disruptive innovation was a recipe for meteoric growth in the last market cycle, with rockstar investor Cathie Wood synonymous with this form of investing. But all...

August is just a few weeks away and that means it's time for another round of full-year earnings reports from most of the 2,000+ ASX constituents. Six months ago, the...

Think of all the acronyms that were born out of the 2020-22 retail trader influx - BTD (buy the dip), FOMO (fear of missing out), and HODL (hold on for dear life)....

They say active management comes to the fore when markets are a mess. Unsurprisingly then, several active managers have recently forwarned investors to steer clear...