consumer discretionary

Retail has been one of the surprise winners from the pandemic, capturing the attention of savvy investors. But just as important as identifying winners, is avoiding...

For more evidence that discretionary retail is absolutely booming right now, particularly the furniture and homewares category, look no further than Nick Scali’s...

In addition to the acceleration of e-commerce in Australia, COVID-19 has produced several themes that are generating retail winners; some are benefitting from the...

Investing is all about making educated assumptions - below is a couple of important assumptions with regard to our strategy for investing moving forward: 1 – March’s...

The prospect of a Labor government has far reaching ramifications for investors. However, there is one sector that stands to benefit from the election cycle whatever...

“Show me the incentive and I’ll show you the outcome” ... Charlie Munger’s quip is typically insightful and relevant to many of the ructions currently facing the...