retail

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...

Whether it is companies that have experienced share price declines due to regulatory uncertainty, or industries that are generally out of favour, our best returns have...

When I left my last firm just before the GFC I had a non-compete associated with the sale of the equity as I was a major shareholder. For the first time in my career I...

Every day it seems the media is reporting how Amazon will destroy Australian retailers. We are under no illusion that Amazon will take market share and reduce the...

Local market finished slightly positive to end the week despite weaker commodities and flat AUDUSD. Market still digesting the US Fed outlook….US leading the sentiment...

Back in 2007, a US economist called Edward E. Leemer published a paper entitled “Housing IS the business cycle”. In this paper he studied the causes of every US...

Livewire caught up with Giselle Roux, CIO at Escala Partners, to discuss the implications of elevated housing valuations on the wider economy. These include the effect...

Local market moved up in the morning on weak global sentiment before getting hammered by Moody downgrading China. Market tried hard after that news to make a slight...

As smaller company investors, we are relatively accustomed to seeing rapid growth from new businesses that have identified a new market or way to disrupt a lazy...

The U.S. Retail industry has undergone transformational change over the last decade as a direct result of the emergence and acceleration of online shopping. The simple...

We constantly hear about the headwinds facing retail property. The headwinds, the headwinds, oh the headwinds – it’s like Tim Bailey got caught on loop. Lets face it,...

A couple of days ago the Australian Bureau of Statistics released the latest retail sales figures, touching on many of the retail segments services by the ASX listed...