investing

The problem with an international best-seller such as James O'Shaughnessy's What Works On Wall Street is that a reader in Australia can wrestle their way through...

July is a natural time for us to review the financial year just past – both in terms of The Montgomery Fund as well as the investment journey of the broader market....

As society was exhaling from the post-war world of 1946, Arthur Lefford from New York University’s Department of Psychology took particular interest in people’s...

They say from little things, big things grow. And that is certainly true for Australian companies. But on every company's way to the top, they have to pass through a...

Since listing in June 1994, the performance of CSL (ASX: CSL) has been nothing but spectacular, with the stock ultimately growing into the ASX200's largest...

Surging markets in the wake of COVID-19 have attracted a new generation of first-time investors. But rather than invest using time-honoured principles, many are...

Everyone has an Afterpay story. Or at least, most of the investors I know. Personally, I was told by multiple analysts to invest in early 2018, when its share price...

Government bonds have long been a mainstay in a properly balanced portfolio but need to be employed with caution. As we have seen over the last few years, the...

On Thursday, Sydney time, I had a whirlwind interview with Harry Dent, former uber-bull on Wall Street who nowadays predicts the crash of all crashes, while at the...

Under more “normal” circumstances, we’d all be talking about the economic recovery by now, with follow-on consequences for government policies, central bank focus...

I recently finished reading Good To Great. Why some companies make the leap … and others don’t by US author/researcher Jim Collins.Admittedly, I haven’t been exactly...

Since launching Inside The Rope three years ago, David has been able to chat with some of the industry leaders in financial services. In this special episode of...

Is it safe to say it’s over? I think so. It’s possible the recovery has been too far, too fast. Markets could very easily fall from here. But the economy is already...

It was the absolute whipping boy of the crisis. Now it’s the superstar of the markets rebound. Is the AUD now a safe haven of the Coronavirus crisis? On the agenda, we...

“I have no way to value it and neither does Steve because they need to increase prices to have a sustainable (presumably smaller) business … I just see that y’all are...

"In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and...

Ever thought about if your investments are as ethical as they could be? In this week’s podcast interviewed one of the world’s most renowned ethicists, Peter Singer to...

In January 2017 Providence published a whitepaper on Long Term Returns. At the time we suggested that Long Term returns from a traditional balanced portfolio were...

Crucial Question: Is It 1995 or 2007?Before reading this week's update on the global macro and equities picture, investors are advised to add three new words to their...

When investors buy shares in a company, they have purchased the right to a portion of that company’s future earnings. Past earnings are largely irrelevant in...