In 2020, the one thing investors can’t ignore is the balance sheet. While I would argue it should never be ignored, it becomes particularly important as we head into...

There is one main reason I think trade tensions can’t be ignored in 2020 and that is because the media won’t let us. But issues that grab the headlines don’t always...

At Livewire Live recently, Magellan’s Hamish Douglass revealed a chat with two former US central bankers that changed his view on where rates were going. The company's...

Over the last decade in Australian equities, factor returns for growth and momentum-based strategies have been astonishingly successful - versus value and earnings...

The last major structural shift in transportation took place just over 100 years ago. In the space of 13 years, the world went from all horse and carriage to all...

EOS uses lasers to track satellites in space and to target enemy vehicles on the battlefield. It might sound like science fiction but it has $250m of sales and $36m of...

It’s important to get a few truths out of the way early on. There isn’t ‘one thing you can’t ignore in 2020’, or if there is, I don’t know it. Even if I did, I’d be...

No matter which measure you use, interest rates after adjusting for inflation are now negative.  That means people living on these forms of income are going backwards...

An important issue for investors to consider in 2020 is the potential shift in the relative importance between monetary and fiscal policy in driving the global...

The one thing that investors can’t ignore in 2020 is business confidence. Companies that initially list on the ASX tend to be smaller companies that are keen to...

We believe “the one thing investors can’t ignore in 2020” will be the financial health and confidence of the US consumer. Will Mr & Mrs USA just keep on trucking? With...

E (earnings) — This 'E' is going to be one of the key market drivers as we transition 2020. The year is drawing to a close and investors have been leaning a little...

Looking ahead to 2020, the one thing investors cannot ignore is just how fragile the world economy actually is. While we are not forecasting an imminent global...

We have made regular comments regarding the plethora of domestically listed companies exhibiting excellent business models, exceptionally competent management, yet...

With key equity markets at all-time highs, bond yields racing to zero, central banks out of dry powder and governments consumed by politics, 2020 promises to be a year...

The valuation premium for quality and growth has hit new decade highs, driving the ASX200 average forward PE to sit ~14% above the 20-year average. But the average...

Buoyed by easy monetary policy, Australian stocks have been on a tear for a decade. The Reserve Bank of Australia has cut interest rates no fewer than 15 times since...

When thinking about the obvious macro factor that investors should be across in 2020, global bond yields spring to mind, however at Market Matters we’re not about...

We believe the thing investors can’t ignore for 2020 is how to get exposure to alternative asset classes. At the beginning of the year, we wrote about the reasons to...

Given the unprecedented low level of interest rates in 2019, we believe the one thing investors cannot ignore in 2020 is stock selection based on fundamental value. ...