ASX:GMG

If you’re an Australian Real Estate Investment Trust (AREIT) investor looking for reliable, stable income, you are being misled. The AREIT Index is not what you think and Goodman’s latest result shows how much you’re being led astray.Describing its mission as “logistics space for the world’s greatest ambitions”, Goodman is... Show More

One of Australia’s most iconic funds management firms will celebrate its 20th anniversary this year. From humble beginnings with just $30 million of assets under management Paradice Investment Management today manages ~$16 billion across five strategies invested in Australian and Global Equities. The culture at Paradice is performance focused, which... Show More

Last week, I was reminded by a gold bug investor on Twitter that, as far as asset investment returns are concerned over the past two decades (1999-2019), gold came in a solid second, well ahead of the average equity or property market, but real estate investment trusts (REITs) have been... Show More

Champion Stocks all have a long term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time.Therefore, we are not particularly concerned about the current year’s... Show More

The AREIT sector returned 3.3% over 2018. Compared to Australian equities, down 3.1%, it was a respectable performance considering the wintry outlook predicted by some experts late last year. Show More

They have seen the whites of the enemy’s eyes and beat a hasty retreat. Given the correlation of equity markets with the progression of quantitative easing, the prospect of tighter monetary conditions, particularly in the US, sent shivers through markets in the final quarter of 2018. Show More

Commentary on house prices was a major topic in Australia’s media throughout 2018. As a nation whose taxation system incentivises home ownership, falling prices – although coming off close to 10 years of solid annual compounding gains – understandably generate a large amount of media coverage and community interest. Show More

After examining all of our analysts’ buy-rated stocks with a market capitalisation above $1.0 billion, we have identified ten of them which we particularly like over the next 12 months or so for private clients: Show More

While I'm yet to observe a popular way for governments to tax the masses, Labor's proposals on franking credits has focussed the attention of one very local and agitated demographic in particular: wealthy retirees with the time and inclination to rile the boffins that have suggested such an impost. Show More

These Champion Stocks all have a long-term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time. Show More