australian equities

One of the things that frustrates me most is fund managers who take the “other peoples money” approach. My fundamental belief is that if you wouldn’t do something...

The period of underperformance by small companies has widely been attributed to large funds rotating out of the sector. James Abela from Fidelity International has...

Martin Conlon is Head of Australian Equities at Schroders Australia and oversees the investment of over $10billion in assets. Conlon’s formative years were during the...

Caltex is the leading provider of transport fuels in Australia, providing about 20% of the total fuel market. In addition to being a vertically integrated supplier of...

US corporate profits are in an upturn, according to proprietary leading indicators from Morgan Stanley and Citi. Thus US equities should remain in an uptrend too, all...

With the end of financial year around the corner, it is worthwhile reviewing how your gains or losses are treated if you decide to sell your shares before 30 June. ...

We are true long-term investors. We often identify our best investment opportunities in businesses that are out of favour. Typically these genuine opportunities are...

Property has been a major source of wealth building over the last couple of decades. And has been the vehicle of choice for “Mum and Dad” investors. But is this...