afr

On Friday the 9th June, the AFR ran an excellent article on the new breed of superannuation funds hitting the Australian market place, most of whom are targeted towards Gen-Y and millennials, Australia’s most populous generation. “Inside the multi-billion dollar battle for Millennials’ super”, which you can access here, looked... Show More

PM Capital

Uday Cheruvu, Australian Equities Portfolio Manager at PM CAPITAL cautions investors against taking an ‘index’ approach. "We don't think it's a broad-based index opportunity. You don't want to be in the mining side yet; you don't want to be in industrials because it's continuing to deteriorate. Now's the time to... Show More

Steve Johnson

The past 25 years have seen a dramatic fall in measured inflation and expected inflation. As I explained in the AFR this week, that has been a boon for returns and asset prices across all long dated asset classes. What does it mean for the future? In short, it aint... Show More

John Sevior's two small cap picks. John Sevior, the former head of equities at Perpetual has been quietly building positions in two micro-caps: vacuum cleaner retailerGodfreys Group (GFY) and real estate play Elanor Investors (ENN) according to AFR Smart Investor. The CIO of Airlie Funds Management has built a 7.25%... Show More

Clime Asset Management

As the ASX 200 hovers around the 5,500 level, John Abernethy speaks with Philip Baker from The Australian Financial Review explaining that price rallies in local share market are unsustainable unless there is a growth in earnings or if Australian dollar falls. International currency markets will only sell down the... Show More

Intelligent Investor

UGL: Giving the crown jewel away is not the answer. When there's something top-secret in the paper, it's usually because someone has a vested interest in the secret becoming public. UGL has been working on a demerger to separate its Australian services business from its global property business, DTZ. We... Show More

John Robertson

Metalika Resources (MKO), Anatolia Energy (AEK), African Energy Resources (AFR) and Atlas Iron (AGO) are the four companies reviewed and rated in PortfolioDirect/resources this week. Of the four, WA iron ore miner Atlas Iron has received the highest rating due to its potential value uplift over the coming several years.... Show More