australian equities

In his 8-minute speech at the recent Jackson Hole symposium, US Federal Reserve Chair, Jerome Powell, fundamentally shifted the market outlook. Powell strongly...

This time last year, NSW and Victoria were in lockdown. Many retailers were forced to close their doors for months. Australia’s largest furniture retailer had 55% of...

In a world where costs are rising and margins are tightening, at least one ASX company's thriving. And while markets and companies may go through fashions, the...

There’s a lot of talk of recessions at the moment – and that’s saying something, given Australia is not in a recession (at least at this stage). In fact, it isn’t even...

Australia holds lots of swimming world records, but not so many corporate ones. If, however, you rely on our research and googling capabilities, Westpac (ASX: WBC)...

To borrow a famous quote from Winston Churchill and make it my own: "You can depend upon the share market to do the right thing. But only after it has exhausted every...

We have discussed for some time now the 40-year deflationary rate cycle that began in 1981 after the US 10yr bond yield peaked at almost 16% and troughed in the depths...

As stocks have wobbled, investors have bemoaned having no place to hide – not even in gold. June alone saw the market fall a whopping 8.97%. However, short positions...

Well, we made it. What a 12 months it's been on financial markets. It started with global markets closing (ad nauseum, it seemed) at record highs. It ends with fears...

A few weeks ago, I spoke to Bennelong Fund Management's Stuart Fechner about the difficult market environment and how the Kardinia team is positioning our fund as a...

Over the years, Spatium Capital has written about and been interviewed on many topics – the Russian invasion of Ukraine, the Omicron strain, the Delta strain,...

The Emperor’s New Clothes is a classic children’s story first published in 1837 which espouses several life principles that can be applied to investment markets....

“As the man once said the harder you work, the luckier you get” Ted Lasso Warren Buffet was once asked how he became so successful in investing and his response was...

“Occasionally Berkshire gets a chance to do something. It’s not because we’re smarter. … we’re sane. That’s the main requirement in this business” - Warren Buffett ...

It may have been the federal election that captured the spotlight at home over the past several weeks. For investors, it will be the other E word that will become...

Founded by Adrian Ezquerro and Jonathan Wilson, Elvest Co is a boutique investment manager specialising in small cap Australian equities.  Independently owned and...

Stocks go up, stocks go down. And whoever observes share markets on a daily basis fully well knows there are all kinds of variations in between. One thing remains,...

Well, well, well. We have seen an absolute bloodbath to start 2022 - and it doesn't look to be stopping anytime soon. The S&P 500 has fallen nearly 16% year to date,...

For many years, the ticker for dental group 1300 Smiles appeared in one of my ‘highly profitable’ stock watchlists. Checking this watchlist is no longer the same, as...

The value investment style has faced material performance headwinds for a prolonged period, as evidenced in the long run of relative underperformance of Value-style...