australian equities

Professional investors often claim to share little with a retail investor. Professional investors or fund managers claim to be systematic, calm and measured in their...

If the markets were going to close for the next five years, starting from tomorrow, and you could only own shares in one stock, what would it be?  It's always a...

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 Australian market rallied through August, keeping pace with global equities. Our local earnings season gave a series of mixed messages and displayed a significant...

For all his success, Kerr Neilson surprisingly comes across without ego. He is undeniably warm, profusely philosophical and wonderfully humorous, pausing at the outset...

Anyone feeling sceptical about inflation would be wise to tune in to the final week of the August reporting season. If the first three weeks is any guide, inflation...

In response to the COVID-19 global pandemic, Australian Merger and Acquisition (M&A) activity in 2020 experienced a steep decline with a 20% reduction in deals...

Headline monthly consumer price index (CPI) figures are not enough to tell us if inflation will linger beyond the coming months. The pace of economic recovery and the...

In this episode, David is joined by Emma Fisher, Portfolio Manager and Head of Research at Airlie Funds Management. To date, Arlie's flagship Australian Share Fund has...

Most teenagers spend their waking hours daydreaming about the opposite sex, trying their first alcoholic beverage (in my case, Passion Pop), and engaging in other...

When Sam Granger, a 29-year-old from Sydney's Northern Beaches, jumped on a Zoom call with me last week to talk about his newly established fund Equanimity Partners (I...

July is a natural time for us to review the financial year just past – both in terms of The Montgomery Fund as well as the investment journey of the broader market....

The ASX200 Accumulation Index, which combines share price appreciation with dividends paid, closed off FY21 with a total return of 27.80%. It wasn't the best...

In what was a milestone first half-year, we saw Australia’s ETF industry break the $100 billion mark in March 2021 and then steam ahead beyond that point. ...

As society was exhaling from the post-war world of 1946, Arthur Lefford from New York University’s Department of Psychology took particular interest in people’s...

In a new era in which environmental, social and governance (ESG) considerations have been enshrined in the way fundies pick their shares, the so-called ‘sin’ stocks...

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...

Well, I think we can all agree it's been a strange week. Masks are once again mandatory in New South Wales, borders are shuttered, and travel plans, devastatingly,...

Twelve months ago we wrote our second note on Mineral Resources (ASX: MIN) titled Can Mineral Resources be a $40 stock?. Within seven months our question was answered...

Throughout our Top-Rated Funds series, Australia's leading fund managers have overwhelmingly pointed to inflation as the biggest risk to markets over the...