Every time I read about Black Swan events I smile and remember a visit a few years ago to Meetung in Victoria’s Gippsland, where almost every bird on the lakes was a Black Swan. Thousands upon noisy thousands of them... Show More
investors
This is the question most prospective investors of our managed funds and anyone interested in small cap investing ask us. Identifying investment ideas, whether it is ASX listed companies or global companies can come about many ways. It could be we stumble upon them by trawling through all the companies... Show More
Although it's tempting to join the ‘peak demand’ bandwagon and banish the oil markets to the ‘cathode ray bin’, it's important to understand the impact that different technologies (and their timing) have on energy prices. As investors, we must ask ourselves when fossil fuels and in particularly oil demand will... Show More
The Australian Initial Public Offerings (IPOs) market delivered strong gains in May, with returns from companies listing on the Australian Securities Exchange (ASX) striking 9.4%, following on from a big 39.4% gain in April, according to a new report, the OnMarket April-May IPO Report 2016... http://bit.ly/1UjHEad Show More
So you’re thinking of starting a portfolio, evaluating how your holdings have performed, or considering some portfolio spring cleaning? Show More
Investors are understandably feeling jittery about the sharemarket after a rocky January, as are companies looking to access public markets. Show More
NAB is not afraid of a stoush: it has simultaneously thrown down the gauntlet to its rival commercial banks and also the big investment banks by being the first of the big four to offer clients direct access to ASX Bookbuild, via its online trading arm, nabtrade. Show More
There is another opportunity to play the weakening $A again this financial year, and not only for international investing. A year ago we forecast the $A would fall significantly. At the time we said the potential currency decline created an opportunity, particularly for savvy SMSF and self-directed investors, to shift... Show More
A new wall of super money is set to radically alter Australia’s investment market and returns. The Australian market is being hit by a compounding wall of superannuation money, which we think will significantly alter the outlook and composition of returns for the next decade. This has serious implications for... Show More
Over the last few years, consensus projections for world economic growth have steadily declined while in recent months the prices of stocks have held at elevated levels and have actually risen sharply in those major economies that are undertaking QE (i.e. Germany and Japan). The growing gap between growth and... Show More