contrarian investing

Mistakes are a part of life. But reflecting and learning from them is one of the keys to being a successful investor says Tim Hillier from Allan Gray Australia. ...

Despite a worldwide rotation into value and cyclically-exposed companies, the rotation in Australia has been modest, and weighted to the performance of just seven...

It takes a special type of person to be a contrarian investor. Few people are willing to buy companies while others predict doom. It requires accepting that you won’t...

Our lack of exposure to the high-growth technology sector and the stable earnings streams from the healthcare and consumer staples sectors may seem extreme. But so are...

COVID-19 has wreaked havoc on all our lives and parents in particular have found it challenging. With childcare centres shutting early in the piece, parents were not...

If there’s one thing to say about this market, it’s that investors appear happy to leave the unloved sectors ¬alone. Take oil, for example. The oil price is currently...

A lot has happened over the last quarter, with equity markets enjoying a very sharp rebound. Most economies have begun to reopen and many people’s lives are beginning...

An investor’s best friend… Google. We all use it, we all love it. Google processes approximately 70,000 search queries per second, meaning 5.8 billion searches per...

Sharemarkets are the most volatile they’ve been in the past 20 years. Increased uncertainty, fear, forced and panic selling, as well as reduced liquidity, are all...

Looking back on the start to 2020, it's hard to know where to begin. In Australia, the widespread and devastating bushfires had barely been extinguished by damaging...