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How to find a dividend champion

All investing strategies need to evolve with market conditions, and in particular to the current stage of the cycle. So in constructing an income portfolio to perform...
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Trump has badly misread China’s hand

Donald Trump has been dialing up the tariffs and the rhetoric around the ongoing trade spat with China. Yet Xi Jingping has held a firm line and has been unwilling to...
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Winners and losers from The Streaming Wars

It's no secret that streaming TV will eclipse free-to-air TV over the coming years. But while the streaming wars continue to heat up as the likes of Amazon, Disney and...
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The developed world is on the brink of financial, economic, social and political crisis

(Ed note: First published 28th August 2019 - This remains our most popular video of all time, receiving over 750,000 views) Developed economies are at a crisis point,...
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A 10 bagger's good, a 100 bagger's better

If you had bought CSL when it floated in 1994, a little over a decade later you were sitting on a ten-bagger. Most investors would have been happy to cash in then, but...
CSL
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Great returns, diversity and a solid risk profile

Since listing 7 months ago, the Qualitas Real Estate Income Fund (QRI) has given investors access to great risk-adjusted returns through a balanced and diversified...
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An investing style forged by fire

ANZ and Westpac have just reported deep operational losses, unemployment has leapt to 10% and The State Banks of Victoria and South Australia have both collapsed. The...
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Legalised insiders

Urs Wietlisbach, Partner & Co-Founder of Partners Group, says the biggest difference between public and private markets is that the returns are better in private...
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How to know when a stock is a structural loser

Investors don’t have to look too far into the past to find stocks that were the cause of major structural disruptions. A recent example is of course Apple, a...
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Betting against the consensus

One way to outperform the market is to reduce exposure to its drawdowns, a strategy Blackmore Capital has played well over time. Key to achieving this is to pick...
HLS
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How to future-proof your equities portfolio

Not every stock will play the same role within a portfolio. Some companies will be in a portfolio for valuation reasons, others will be there because of their...
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3 qualities of a stellar management team

Management quality is critical for company performance, and it’s not unusual for stock prices to jump on the news of a star hire. But what are some of those qualities?...
COH
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Safer investments, better margins

It’s not often that you encounter an investment that hasn’t had a negative year of returns. Partners Group started investing in private debt in 2006 and have an...
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How to sharpen your edge in markets

In a world awash with market data, an enduring way to create an edge is to travel. While getting out there and meeting with company management can deliver invaluable...
BXB
COL
CSL
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3 key property market risks to keep an eye on

While the recent rate cuts by the RBA are perceived as an overall positive for the property market, there are still risks investors should remain aware of. Tim...
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Great returns, diversity and a solid risk profile

Since listing 7 months ago, the Qualitas Real Estate Income Fund (QRI) has given investors access to great risk-adjusted returns through a balanced and diversified...
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The most compelling theme in growth investing

As the cloud computing revolution rolls on, everyone running a business knows that they're now able to cut down on costs such as servers, hardware and IT support. For...
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A warning for yield-hungry investors

With government bonds yielding around 1%, term deposits paying around 2%, and cash accounts often paying nothing, it’s no surprise that investors are looking in...
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An unparalleled opportunity to invest offshore

A very rare market dynamic has recently appeared, the likes of which has rarely been seen throughout history. Australian rates and bonds, which have traditionally...
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Attractive yield in a sought-after asset class

The engine rooms of Australian commercial property, the office and industrial markets, have been performing well in recent years, providing investors with handsome...
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Is this the start of something darker?

With the Fed on the precipice of another rate cutting cycle, markets face two potential scenarios, explains Charlie Jamieson, Chief Investment Officer at Jamieson...
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An ASX-listed stock having an impact on the global stage

Impact investors seek to allocate funds to those companies which provide a social and environmental benefit, in addition to a financial return. George Latham, Managing...
CSL
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Three rules of a trillion dollar manager

We recently had the fortune to sit down with Daniel Farley, CIO, Investment Solutions Group, for State Street Global Advisors, one of the largest asset managers...
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Why FAANG stocks have lost their bite

A core part of the investment thesis for the FAANG stocks (Facebook, Amazon, Apple, Netflix and Google) is their ubiquity in our everyday lives. Conversely, a key...
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Two grey swans (flying this way)

The term ‘Black Swan’ in finance refers to an unpredictable and significant event. So what does the term ‘Grey swan’ mean? We recently put this to Daniel Farley, CIO,...
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