active investing

Everything is bigger in the US, but for a market darling like ARB Corporation (ASX: ARB), just how big is the opportunity?

Hedging is far more art than science and it’s rarely as simple as just shorting the market. There are many ways investors can de-risk

This article was written by Richard Montgomery This year marks the 20-year anniversary of the SPIVA scorecard, the go-to report for investors and others interested in...

Assessing a firm's corporate culture is critical to evaluating the success of an organisation and its long-term potential.

Key Points: We were broadly correct in last year’s predictions Market Insight, though underappreciated the magnitude of monetary tightening that has taken place....

With the market well off its highs, it’s a wonderful time to buy shares in high quality businesses at beaten-down prices. And as I make my purchasing decisions, I like...

Off the back of the August reporting season, Macquarie has found that 28% of the S&P/ASX 300 are loss-making businesses. But you shouldn't necessarily avoid all of...

It’s probably one of the great understatements to describe markets in the third quarter as “challenging”, with July’s initial bounce in global equities giving way to...

Falling markets, rising rates and inflation, pestilence, war, deglobalisation, drought, the energy crisis, acerbic politics and a less sanguine regulatory environment...

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