australian equity market

Collins St Value Fund Strategy Paper, May 2020 Written by Anton Lawrence - Chief Strategist Last month we were sitting, as we suspected, at the peak of the health...

Wall St up again. It's a wonderful thing. But it's a technology sector thing in the US and as you all know, our technology sector is not big. Theirs is. Here is a...

Since this article on 9th April 2020 we have started to take a few profits - we have a new Livewire Wire explaining that called Taking the Top Off - CLICK HERE. They...

Late on Monday, FNArena Editor Rudi Filapek-Vandyck sent out his Weekly Insights email to FNArena subscribers. In it, he describes the 2020 financial markets'...

Brief recap of what has transpired across the Australian share market since January: upon an initially tepid recovery from deeply oversold levels, equity markets put...

Something has gone amiss with my messaging to investors, maybe? At the recent National Conference organised by the Australian Investors Association (AIA), I showed a...

In this month’s Cross Asset Review produced by Foresight Analytics, we look at the performance of various asset classes in the last Financial Year. Central Bank policy...

In this month’s Cross Asset Review produced by Foresight Analytics, we look at the outperformance of domestic assets despite losses in global equity markets and rising...

I felt like I was one of only a handful in the city today with the Easter School Holidays overlapping ANZAC Day and creating the perfect excuse to take or extend...

There is one specific reason as to why I would caution investors to have high expectations about the local share market post October carnage, and that is because of US...

Investor psychology is arguably the biggest determinant of long term investment success, and has a greater impact upon long term investment performance than even asset...

Many investment managers use quantitative screens to focus their attention on the investment opportunities that are most likely to reward close study, and we are...

Before delving into some of the specifics, we believe it is worthwhile recapping where NGI has come from, to better appreciate some of the successes now becoming...