active investing

Investors have long been warned that the current environment poses challenges to the 'new' sustainable economy. And they are starting to see performance lag....

Gary Rollo joined Chris Judd’s Talk Ya Book to discuss one of his favourite value picks at the moment, telecom software business Symbio Holdings (ASX:SYM). Symbio is...

There’s a lot going on in the world right now with sufficient power to dramatically improve or destroy investment returns. Inflation, recession, a credit crunch,...

The last 10 years have been a relatively rosy environment for equity markets around the globe. Post GFC in 2008, a brief hiccup with the US Debt Ceiling issues, and...

The data is showing it, central bankers are focusing on it and the community are feeling it at the fuel pump, the food aisle and through friendly conversations at...

Food. It is one of the fundamental human needs, yet in developed economies we often disregard the complexities when it comes to food security. But in today’s age,...

CSL has form in creating a sustainable competitive advantage by combining product portfolios, manufacturing and distribution to drive significant shareholder value....

Click here to watch Sam Ruiz's Global Equity Markets Update For global equities in February, it was really the market focused initially on the continued theme of...

The last time Australia’s official cash rate had a five in front of it, the world was going through the biggest financial crisis since the Great Depression. Within the...

After two years of largely uninterrupted asset price gains, January provided a rude awakening for many investors. And it wasn’t just profitless tech stocks that took a...

Despite the best attempts of forecasters, it's impossible to accurately predict how the market will respond to a company’s earnings. However, Spatium Capital's...

Having taken over the reins of Tribeca's long/short fund in 2019, Jun Bei Liu had big shoes to fill. In this episode of Success and More Interesting Stuff, Liu opens...

Are you measuring your performance? If so, are you doing it holistically – taking account of all the wins and losses across your entire portfolio? Then you’re in a...

The origin of the term "frothy" - in an investment context - is disputed, but many attribute it to Alan Greenspan. The former Chairman of the US Federal Reserve is...

IPO's have been all the rage in 2021 across the US, Australia, China, Taiwan etc. Global IPO volumes have risen by 87% so far in 2021 according to EY. 72 of 1635 firms...

“Anybody driving slower than you is an idiot, and anyone going faster than you is a maniac” – George Carlin. A few months back, my colleague Jesse wrote about the...

From an investor’s perspective, a strong case can be made for an allocation to Indian equities as part of an investment portfolio. We have put together a white paper...

One of the most persistent errors made by investors, on my observation, is a too stringent application of the 'Buy Low, Sell High' principle, usually translated as:...

The invention of electricity. Telephones. Automobiles. The internet. They’re all megatrends that revolutionised the world; powerful transformational forces that have...

Others see a world dominated by central bank interventions, fiscal stimulus, a virus that refuses to surrender, still rising inequality, asset price inflation and a...