We recently reviewed the ten most tipped stocks, which are leading the market by 17% so far this year. However, there was a second crop, the ‘ten more’ most tipped stocks (i.e. in positions 11-20)… So, how is this group tracking so far? This list included Jumbo Interactive and Nearmap, which... Show More
Rezdy is fast emerging as a dominant player in the Tours and Activities booking software market and has a clear strategy to create a world-leading global marketplace. Show More
We spend a lot of time thinking about the relationship between growth and value at Bailador. Here are some high-level numbers from two well-known companies that have about the same value. Show More
As a region, Asia represents one of the best long term structural growth stories in the world. I recently published a comprehensive article outlining our views on the outlook for Asian markets. Following a positive start to 2019 for Asian markets I've highlighted a few of the key points below: Show More
In December last year, I wrote an article entitled “Nothing Terribly Wrong” talking about the market fears being overdone. At the time the ASX 200 was down 12% from the top. In hindsight, a marvellous thing, I wrote it ten days before the market bottomed. The markets have bounced. Let... Show More
Fund managers and CEOs around the world have been adjusting their estimates and guidance in the wake of the recent volatility. As defensive stocks have come back to the fore, and growth stocks have sold off, this has created an unexpected situation: based on EBITDA multiples, Amazon is currently cheaper... Show More
The current Fed rate hikes, combined with efforts to shrink its balance sheet, represent the first sustained tightening in US monetary conditions, and therefore much of the developed world, for at least 30 years. So what does this mean for investors and how should they change their investment strategy to... Show More
2018 was another eventful year for markets around the world, but what lies in store for the next 12 months for investors? Andrew Milligan, Head of Global Strategy, outlines Aberdeen Standard Investments’ 2019 global markets outlook. Here are five key takeaways. Show More
As happens four times per year in global equity markets, publicly-listed companies recently reported their results for the third calendar quarter of 2018. This is not only an enormous undertaking for the disclosing businesses, it is also a busy time for equity analysts and fundamental investors who carefully dissect disclosures... Show More
Morgans adviser Chris Titley spoke to Cameron Coleman , CEO of Wagners about their transition to listed life . Show More
There can be little doubt in any professional fund manager’s mind that prices for many companies listed on major developed exchanges around the world can only be justified by assuming rates of growth that few companies have ever sustained. Show More
With the economy chugging along nicely, and equity markets grinding higher, it’s been pretty smooth sailing for investors in recent years. But there’s one important risk that has the potential to derail the rally: President Trump. Though the potential problems are well known by markets, Troy Angus, Head of Large... Show More
Online travel agent Webjet (WEB) has been a phenomenal performer with the share price up over 300% in the last three years, compared to the ASX Small Ords Accumulation Index which is up 60% (obviously not a return to be baulked at either!). Show More
What would you nominate as the most under-appreciated risk in the market today? There seems to have been an endless carousel of macro ‘bogeymen’, yet markets keep inching higher. So which risks really matter, and which ones have investors overlooked? We asked a panel of leading economists for their take. Alex... Show More
Concerned that the nine-year bull run has overstayed its welcome, many strategists have highlighted the narrow leadership of the US stock market as it has bucked weakening trends elsewhere in the world. Through June, the so-called FAANG stocks had accounted for 75% of the S&P 500’s 2.64% total return, in... Show More
Zenith Energy (ASX:ZEN) builds, owns and operates (BOO) remote energy power stations for a range of industries including the resources industry. Clients include Newmont Mining, Chevron, Northern Star, Independence Group, Incitec Pivot and Dacian Gold, among others. The group currently has an owned installed generation capacity base of 183MW in... Show More
Hard landing? Not even close. China's GDP growth is stabilising. The country is riding on the dual trends of a growing tech and consumer culture. From almost nowhere, its private companies are becoming world-beaters in high-growth tech sectors, from smartphones to civilian drones, e-commerce to ride-sharing. Show More
Value investing has a long and illustrious history, championed by none other than Benjamin Graham, the man who arguably invented scientific stock analysis in the 1930s. Show More
...Or that is what some equity pundits masquerading as bond experts want you to believe. They predict that a ‘bondcano’ of rising interest rates will lead to collapsing prices for bonds and bond-like proxies. Over the last few months, this hype about rising global interest rates reached fever pitch due... Show More
In Australia, the outlook remains mixed, labour market and confidence metrics have remained solid early in the year and this is expected to continue. Yet other activity indicators continue to suggest a more modest pick up in growth may be expected with limited price pressures. Show More
