Is Peace on the Korean Peninsula Really a Possibility?

Dr. Mary Manning

2017 was characterized by a marked deterioration in relations between the United States and North Korea. Kim Jong Un launched at least 20 missiles last year with each test showing improved range and technical capabilities. In response, the UN Security Council unanimously adopted US-drafted economic sanctions against North Korea and... Show More

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Outlook 2018: Stars align for Asian markets

Dr. Mary Manning

Asian markets have had a very strong year, up 29% year to date in 2017 (in AUD terms). This performance has been driven by a combination of strong earnings growth and moderate multiple expansion. Outstanding market performance in China and India and strong sector performance in the Asian mega-cap technology... Show More

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All roads lead to Asia in 2018

Dr. Mary Manning

Asia is the fastest growing region in the world, with average GDP growth of 2 to 3 times that of Australia and other developed countries. Despite compelling growth and valuations, it is difficult for Australian investors to access Asian markets directly. Ellerston Asian Investments (ASX:EAI) offers an easy and efficient... Show More

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International LICs Performing Strongly

Peter Rae

In its latest Monthly Listed Managed Investments Update, Independent Investment Research looks at the performance of listed investment companies and listed investment trust for the 12 months to 30 September 2017 and found that LICs with an international focus were the best performers, with one LIC delivering a portfolio return... Show More

China: What we’ve learned from the 19th Party Congress so far

Dr. Mary Manning

Earlier this week, the 19th National Congress of the Communist Party began in China and kicked off with a marathon speech by President Xi. The speech, which ran for almost 3 and a half hours, showcased Xi’s accomplishments in the last 5 years and outlined a sweeping vision for the... Show More


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An eclectic mix of five global picks

Livewire Exclusive

It is hard to find value in the Australian market, and harder to find truly world-class companies leveraging global trends. So, some of the smartest investors in the market are investing offshore to achieve this. A few months ago, Livewire asked five global specialists for their best stock idea at... Show More

Investing with India’s powerful tailwinds

Livewire Exclusive

Mary Manning, Portfolio Manager at Ellerston Asian Investments (ASX:EAI), is drawn to the growth opportunities available in India. She explains that many of the challenges facing Australian industries are the reverse in India, creating powerful tailwinds. This short video highlights three ways Mary is investing in India’s stunning growth outlook. Show More

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Bell Potter LIC report: September Quarter

Bell Potter

Given that nearly 60% of the Listed Investment Companies (LICs) in our coverage have delivered strong outperformances over its benchmark over the last 10 year p.a. - we still see the compelling proposition a LIC presents in an investment portfolio. In our new LIC Quarterly, Analyst Nathan Umapathy profiles 42... Show More