featured insight

The average variable home loan rate in Australia has fallen from 8.3% to 5.1% in the past ten years, enabling households to borrow more and drive house prices higher. Despite higher levels of household debt, Australians’ level of mortgage stress is quite low. But what if interest rates go up?... Show More

Due to their attractive income, franking credits and relative capital stability, it is easy to see why Australian investors are drawn to Hybrids – with the Australian Hybrids market now over $55B in size. Show More

Believers in the efficient market theory would tell you that it’s impossible to find mispricing opportunities in a liquid market, but in the opaque world of Australian hybrids, the mispricings are rife. Christopher Joye, Co-Chief Investment Officer at Coolabah Capital, says these inefficiencies can create incredible opportunities, for those equipped... Show More

The market has favoured growth stocks in recent years, but that could all change according to Matthew Booker from Spheria Asset Management. In a cycle that’s been 10 years in the making, companies have grown large and attracted high valuations while burning large amounts of cash. Show More