retail

Legendary investor Peter Lynch coined the term ‘Diworsification’ - making your risk-return profile worse through diversification - and famously ran a concentrated...

Retail has seen more tech casualties than most sectors, however some investors are now seeing value emerging in ‘oversold’ names. However, Eileen Riley, Co-Portfolio...

A journey through the lower level of any department store around the world will show an investor the extraordinary disruption that has been laid bare by the likes of...

Australian bond yields declined rapidly over the December quarter, anticipating a major slowdown in the Australian and global economy. Real estate has a correlation to...

Monopoly is the ultimate real estate game, but it also has some important lessons for real life property investors. In Monopoly, there are three things that determine...

In December last year, Unibail-Rodamco (a major European listed property trust) made an offer to purchase Westfield Corporation. The offer to Westfield shareholders is...

Westfield investors have a big decision to make. Should they approve or reject one of the biggest corporate transactions the Australian Real Estate Investment Trust...

‘Experiential retailing’ means different things to different people. Traditional retailers view it as the solution to the online threat. Shoppers see it as improving...

JD.com (JD) is often referred to as China’s Amazon. However, JD is online retail shopping with a difference. Firstly, buying behaviour and the online shopping...

What do Amazon, Buffett and Sydney CBD retail have in common? You know about Amazon and its potential to destroy retailers. While Amazon’s Australian launch last...

Type relentless.com into a browser and where will you end up? At amazon.com. When Jeff Bezos established Amazon as an online bookseller in 1995 he toyed with calling...

On Tuesday, Unibail-Rodamco (AEX:ULA) announced it had entered into an agreement to acquire all of the outstanding shares in Westfield Corporation (ASX:WFD). This is...

The launch of Amazon.com in Australia continues to occupy the attention of investors, and for good reason. Valuations for multiple stocks will continue to be adjusted...

At today’s WAM Funds presentation, Chief Investment Officer, Chris Stott, shared some of the key themes and holdings from their current portfolio. He covers their...

Two years ago, retail stocks were performing well, while mining services companies were just about on life support. At the time, switching from one to the other looked...