Growth vs Value

A 500-bagger like Microsoft of 20 years ago; the 800-times growth of Fortescue during the Aussie mining boom; Facebook and Google unicorns: investors holding out for...

One thing that has been drilled into me by one particular family office since I started MP Group is that the path to real wealth is to acquire and hold...

In an uncertain world, should investors have a strategy that looks beyond current trends and accommodates a range of different possible futures? In recent years growth...

The last 40 years in financial markets have been heavily influenced by a very important factor: falling interest rates. A look at the 10-year US bond yield shows that...

Firstly, I want to wish all readers a very happy and prosperous 2020. The new year has seen equity markets continue their seemingly unstoppable march higher, with...

At a recent boardroom briefing, the Paradice Global Small Cap Fund team discussed their views on what’s influencing movements in the small-cap sector. They said two...

It’s often said that’s its darkest before the dawn and that certainly applies to markets. Only a few weeks ago bond yields were hitting record lows and the equity...

Those Investors who fail to identify emerging market trends and themes may well fail to capture the rewards on offer from investing in the development of embryonic...

Does contrarian investing really work?It is an often-heard cliché that to beat the market you need to be a contrarian. But what exactly does this mean, as it implies...

The Rugby World Cup is still in the early rounds and my English colleague Mike Bell clings to the hope that his country can win (it won’t). Its inspired him to write...

Although the latest investment cycle has been one of the longest in terms of growth outperforming value, global asset manager T. Rowe Price isn't ready to throw in the...

For those of us who remember gathering around the warming glow of the wood-paneled cathode ray tube television to watch Sale of the Century back in ye olden days, here...

In early May the once highly popular ASX-listed funds manager Janus Henderson (JHG) released a rather underwhelming March quarter financial performance report. Among...

What an extraordinary period in markets this is. I haven’t seen anything like this since the peak of the .COM bubble. When prices are moving irrespective or even...

In the world of haute couture, a famous designer once quipped – “In a world full of trends, I want to remain a classic”. At Investors Mutual we would rephrase it as:...

Following its 5% to 10% miss on consensus earnings for 1H, Domino’s fell by around 15% from peak to trough last week. The market has little tolerance for earnings...

A consensus is building in markets around global economic expansion, QE curtailment and an upward trajectory in rates. The OECD’s September 2017 outlook statement...