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Markets have rebounded strongly from their March lows, despite entering one of the deepest economic downturns in history. But that’s not the whole story. We have...

The broad market indices are providing ever increasing concentration and valuation risk. While the music keeps playing and, in fact, appears to be getting louder,...

Global equities saw fit to focus on the positives last week, taking heart in the Fed’s renewed pledge to support growth and in the awe-inspiring ongoing strength in...

Spotting the next diamond in the rough is every investor's dream. After all, a start-up with blue sky opportunity and the prospects of year-on-year growth would be...

Chris Wheldon, Portfolio Manager at Magellan, joins the EL&C Baillieu podcast in a wide-ranging discussion on the global economy and the outlook for markets. Tune in...

A few weeks ago, Facebook paid US$5.7bn for a 9.9% stake in Reliance Industries, Jio Platforms (JPL) business. That was the largest amount paid for a minority...

It was a prospect that seemed all but unimaginable just a few weeks ago. Amid what is shaping to be the greatest downturn since the Great Depression, the US market has...

The Australian tech sector has been a massive driver of investor returns in recent years, with the likes of Afterpay putting in big gains as it enjoys global success....

Technology companies are increasingly seducing investors by spruiking their ability to harness “network effects”, whereby the value of their products and services...

As I look back on the US reporting season, one stock that I believe delivered an outstanding set of numbers is Facebook. The third quarter was volatile, both for...

Markets continue to obsess over the trade war. For our parts, we remain focused on finding and backing businesses that we think have the potential to...

Instagram has become the go to advertising platform for companies of all sizes wanting to increase brand awareness and grow sales. It is estimated advertisers will...

I've never bought bitcoin nor did I get caught up in the 'crypto' mania of 2017. In our opinion, bitcoin and other digital currencies could never have been widely...

If you've seen the movie you know how the story goes: Facebook was created on a university campus to connect and profile students and teachers. Just over 15 years on...

"''Don’t be evil.' Googlers generally apply those words to how we serve our users. But 'Don’t be evil' is much more than that. Yes, it’s about providing our users...

Trade wars, Brexit, "the Donald" and his tweets, market volatility – there's a lot going on in the world at the moment. At the Future Generation Investment Forum,...

Paypal founder Peter Thiel predicted in his 2014 Wall Street Journal essay ‘Competition is for losers’ that Silicon Valley would become the centre of the global...

Apple made history on 2 August 2018, becoming the first company ever to reach one trillion US dollars in market value. Five weeks later Amazon followed, crossing the...

As volatility has picked up in recent months, many investors who thought they were protected in a down-market have quickly discovered otherwise. Asset consultants have...

Investors continue to use technology companies as a proxy for risk, but we need to consider the value of individual stocks in the sector. As we survey the recent sell...