active investing

Mugunthan Siva

Yes, we have all heard that India’s growth story is going to be a standout relative to the rest of the developed or emerging economies. So, what is the best way to invest in the India growth story? With equity markets globally at all-time highs, of course we are having... Show More

Christopher Joye

The latest episode of Coolabah Capital’s Complexity Premia markets/investing podcast is now live over at Apple here or at Podbean here.In the latest episode we discuss: recent developments in financial markets; the consequences of Scott Morrison’s (unsurprising) election victory for investors; the most attractive parts of the corporate capital structure;... Show More

Zach Riaz

At the start of every year we publish our Equity Strategy Key Themes report, which as the name suggest discusses the key themes our team believes will impact asset prices and our equities portfolios over the coming 12 months. Within this report we also nominate a bucket of stocks (typically... Show More

Charlie Aitken

The world’s youngest billionaire was crowned in 2019. At age 21, Kylie Jenner and her business Kylie Cosmetics were included into this club. This rapid success reflects how powerful the “Instagram Generation” can be in shaping trends, particularly with respect to health and beauty. Jenner has 131 million followers on... Show More

Martin Gilbert

January this year brought the sad news that Jack Bogle had died. Mr Bogle, the founder of the Vanguard Group, was the great pioneer of passive investing. Since he began to promote index-tracking funds in the 1970s, there’s been a huge increase in their use. This increase accelerated with the... Show More

Andrew Macken

Conventional wisdom typically holds that actively trading positions in your portfolio destroys value. Whether it’s Warren Buffett recommending a “buy-and-hold” strategy, or your advisor recommending against active-trading to minimise brokerage and taxes, there are plenty of experts out there who contend that active trading is inadvisable. Show More