australian equities

We have made significant adjustments to our portfolio of quality Australian and global listed companies as the disruption of the pandemic gradually clears. We search...

Following on from their discussion last quarter, fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to provide an update on the...

With year-end approaching and equity markets having positively surprised thus far in 2021, the risk is investors become overly complacent, thinking nothing can...

Most people consider themselves lucky if they started investing in their 20s or 30s. Many wait until much later in life. But James, a 20-year-old Livewire reader and...

As a self-described "risk-taker", Barry has repeatedly put it all on the line to overcome the challenges life has thrown at him and, most of the time, he has reaped...

ARB manufactures and sells a wide range of four-wheel-drive accessories, with a dominant footprint in the Australian market and a growing presence offshore. After a...

The problem with an international best-seller such as James O'Shaughnessy's What Works On Wall Street is that a reader in Australia can wrestle their way through...

In our recent investor webinar, we discussed three issues that are challenging investors in today’s market and how we are managing these issues in Pengana’s Australian...

Discover what’s next for Australian Equities with Perpetual Asset Management Australia's exclusive eBook. With the reopening across major developed economies on track...

In an investment era that feels likely to be defined by the rise and rise of cloud software platforms and iterations of the ‘as-a-service’ recurring revenue model,...

There are tailwinds supporting equal weight investing as we sail into 2022, including the reopening of the economy. As the Australian economy emerges from the 2021...

“Anybody driving slower than you is an idiot, and anyone going faster than you is a maniac” – George Carlin. A few months back, my colleague Jesse wrote about the...

"In the race of life, always back self-interest - at least you know it’s trying" Jack Lang Anyone who has listened to my colleague Rob Tucker in the past 12 months...

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...