strategy

A fascinating conversation with Yarra Capital Management's Andrew Smith about the strategy of the Yarra Market Neutral Fund.

In 2022 we expect volatility to increase as a function of central bank liquidity draining from the system. In parallel, we expect inflation to remain persistent, as we...

Last week we published a podcast with a very special guest, Angie Ellis from 8020 investments, who is regarded as one of Australia’s most successful private investors....

If you wrote a list of your New Year's investment resolutions, what would you include? Trade less? Avoid microcaps? Diversify more? Go global? Hold less cash? There...

We are investing through extraordinary times, with huge forces at play. To extract the market's 'signal' from the 'noise', we asked four of our partners to nominate a...

In the past 18 months, there have been over 125 IPO's* land on the ASX boards; their average return to date is around +10%. Despite the modest overall return, more...

Research from GMO recently noted that value stocks have underperformed the market in 9 of the last 12 years, and by an average of 2.0% per year. This trend has...

In our last wire, Dominant themes in 5 key asset classes, we highlighted the conservative stance most managers had taken following the extreme volatility during the...

I have been working in and around investment markets for 35 years now. A lot has happened over that time. The 1987 crash, the recession Australia had to have, the...

Expanding on my wire on tax-loss selling earlier this week, in this wire, I look at the dynamics behind this phenomenon and nominate the 50 worst performing big-cap...

With the Easter and Anzac period upon us, for some holiday reading, we’ve rounded up and summarised a baker’s dozen of the top wires of 2019 so far, including some of...

If I told you that your best chance of finding an investment fund that is going to outperform in the future would be to screen for the worst performing funds in the...

Some might be forgiven for thinking the wheels have fallen off Australian politics over the past decade with the same number of PM changes as Italy, a fractured...

When the stars align, there is money on the table for investors in short selling – the process of selling high, then buying low. With the tide of central bank...

Financial advisers and investors may have a tendency to shy away from taking an active approach to currency management due to the perception that currency movements...

Chris Watling from London-based Longview Economics has been a vocal bear for some time and recently called for an Australian recession. The real question now though is...

We asked our portfolio managers to share their views on potential surprises for 2019 which on balance of probabilities are unlikely to happen but shouldn’t be written...

Chris Watling, CEO and Chief Market Strategist at Longview Economics, recently sounded the recession alarm on the Australian economy. We had the chance to sit down...

Reviewing the data for the last six reporting Seasons, I consider here how stocks that were either up or down on the day of reporting subsequently traded over the...

If you found that last few months of 2018 a bit testing on your nerves, I can assure you that you’re not alone. It seems to have taken equity investors a few extra...