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...