Growth stocks like Afterpay, Appen and Nearmap that are making waves offshore have been dominating the leader board. Meanwhile, domestic cyclicals have been struggling as deteriorating economic conditions weigh them down. How are investors supposed to invest in this dichotomy, in which growth stocks with overseas success look ever more... Show More

Patrick Poke

RBA Governor, Phillip Lowe, opened his speech at the AFR Business Summit this morning by saying “Australians watch housing markets intensely, perhaps more so than citizens of any other country.” Never has a truer statement been made. Whether you’re a stock market investor, a housing investor, or nothing of the... Show More

Buy Hold Sell
Buy Hold Sell

It’s that time of year! After months of macro dominated action, ASX-listed companies are reporting their earnings and showing investors what’s really going on. Expectations are the name of the game and this February it’s not just about the result but also the guidance and outlook commentary. Research has shown... Show More

Fund Manager Q&A

For two years now, Roger Montgomery has been warning investors of a pending housing crash. While these claims were initially met with scepticism, as the data has deteriorated significantly in Sydney and Melbourne, more investors are coming to accept this thesis. According to CoreLogic’s Home Property Value Index, prices for... Show More

Alex Shevelev

The housing market has taken a nosedive this year. And furniture retailer Nick Scali (NCK), our short pick for Livewire last December is feeling the heat. The stock price is down about 20%. But the company is still to see the worst of the housing market pain. So here’s why... Show More

Schroders Australia

Progress in data analysis and artificial intelligence has done little to alleviate the propensity of people to gravitate towards euphoria and panic together. October saw a fair amount of euphoria give way. Commentators will invariably insert the requisite ‘catalysts’ to explain recent markets falls, aided a little by hindsight. We... Show More

NAOS Asset Management

“I’m not particularly worried at the moment. Two years out is when I’m worried about. It’ll be more of a dollar crisis than a debt crisis, and I think it’ll be more of a political and social crisis” Ray Dalio, Founder, Bridgewater Associates Show More