investment strategy

Reading equity markets research and strategy reports from around the world, two trends have clearly emerged in recent weeks: a growing acceptance/belief the US...

When America sneezes, the world catches a cold. The US is already halfway to a technical recession, with the most recent quarter recording a slight contraction. And...

Let's not mince words - the window of publicly available investment ideas has been narrowing for some time. As interest rates rise by multiples of market expectations...

"For people still in their prime earning years, this bear market is likely to be as bullish in the long run as it is painful in the short run. For older investors, the...

Greg Goodsell, 4D’s Global Equity Strategist, recently spoke to Bennelong Funds Management account director, Dave Whitby, about 4D's unique country review process –...

“The measure of intelligence is the ability to change.” - Albert Einstein They say the only constant in this world is change. At any moment, a black swan event could...

Invest in inflation. It's the only thing going up. — Will Rogers Every day we read about higher costs of food, energy and property via higher interest rates, while...

Stocks go up, stocks go down. And whoever observes share markets on a daily basis fully well knows there are all kinds of variations in between. One thing remains,...

In the world of investing, there is always plenty of chatter about what a "quality" company looks like. Almost everyone would probably agree that profitability is a...

First, it was "unprecedented". Then, it was "transitory". When that left the airwaves, US Federal Reserve chairman Jerome Powell told us all to "retire" the word in...