Oscar Oberg

Since the equity market lows in December 2018, investors have chased offshore earnings to escape falling house prices, weak consumer and business sentiment, and uncertainty driven by the Federal election. The February 2019 reporting season highlighted this; economic bellwether companies Costa Group, Bingo Industries and Boral downgraded earnings before their results... Show More

NAOS Asset Management

CEO’s and business leaders' comments can provide valuable insights and provide a greater understanding of the current investment environment and key trends that may be emerging. Below are quotes from the week which in our view detail some of the most important and prominent industry trends and economic factors impacting... Show More

Buy Hold Sell
Buy Hold Sell

Short selling lets investors profit from a fall in a stock price by selling first then buying after it has fallen. So a bearish consensus can lead to a big short position building in hope of a lower price. In this special episode Matthew Kidman from Centennial Asset Management hosts... Show More

Hugh Dive

Over the past twelve months small companies (as measured by the ASX’s Small Ordinaries) have returned 22%, outperforming large caps (ASX Top 100) by almost 10%. This has led to numerous articles in the financial press claiming that small is beautiful and that investors should look beyond large Australian companies... Show More