THEMATIC

We consider Warren Buffett a pretty wise and successful investor. So in analyzing current investor perceptions about thematic growth, we looked at the advice he...

The past month has been pretty brutal for commodities connoisseurs. After all, the S&P/ASX 200 Resources Index is down nearly 9% over the past four weeks alone,...

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color and...

Despite rising bond yields through most of 2020, continued low interest rates have underwritten record valuations across markets. Meanwhile, rampant M&A activity is...

Those who twigged Web 2.0 would transform the world over the past decade are doubtless feeling pretty smug right now. And why not? The likes of Facebook, Amazon,...

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...

With a combined market capitalisation of over $585 billion, the big four banks and resources companies make up a massive 33.6% of the ASX 200. The Australian banks...