one thing investors cant ignore 2021

Why is the market so high? Why has “value” underperformed? It’s not a simple answer, but it’s not all that complex either. I’ve broken it down to: Risk and Return...

We believe the one thing investors cannot ignore in 2021 is whether the businesses they are invested in have pricing power. Many people are forecasting an increase in...

Which of the two Australian stock markets will you be invested in over 2021? The expensive one, trading on record multiples and very high expectations? Or the normally...

2020 wasn’t the year anyone expected. Every year has a big surprise of some sort – or what Dr Don Stammer has long called factor X. But they don’t usually have such a...

If we were to organise the Grand Financial Debate ahead of 2021, what would be the main topic of discussion? Plenty to choose from. Is inflation making a come-back,...

In 2003 I bought a million shares in a stock called Paladin (ASX: PDN) at 1.6 cents. I sold them two weeks later for 3.2 cents having doubled my money and pocketed...

As natural resources equity investors, we believe the clean energy transition and its impact on materials demand should not be overlooked. This is a global, multi-year...

Covid-19 dominated the headlines in 2020, but it should also be remembered for the Reserve Bank of Australia embracing an assortment of avant-garde actions. In many...

With the ASX 200 up 10% in November alone and the Dow briefly cracking 30,000 points, investors seem “off to the races” (okay, perhaps that’s a bit premature!). Awash...

One thing investors cannot ignore in 2021 is the impact Molecular Targeted Radiation (MTR) will have on cancer patient outcomes. What is Molecular Targeted Radiation?...