consumer staples

There are two types of consumer companies: staples and discretionary. Staples deal in goods that we need every day, generally companies like supermarkets or food and...

The contrasting worlds of cryptocurrencies (red-hot and risky) and consumer staples (lagging in the wake of the pandemic) are preoccupations of the Alphinity team at...

Out of countless ‘COVID surprises’, the Australian consumer has been the most astounding. Its strength has dragged our economy out of what could have been a...

What’s become clear from this global pandemic is that the global economy has been reset. That presents an opportunity for value stocks to rebound, as they typically...

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...

As the cycle matures, finding opportunities gets harder. So we sat down with Matthew Haupt, Portfolio Manager at Wilson Asset Management to hear his perspective. Here...

Investing in safe companies like consumer staples or healthcare might feel good and help you sleep better, but you’re unlikely to earn outsized returns, says Nick...

In this Buy Hold Sell thematic discussion, the ‘two JB’s, Justin Braitling from Watermark and Julian Beaumont from Bennelong, discuss inflation, rates, and how...