Stay informed Sign up for our newsletter and be the first to know.
Stay informed Sign up for our newsletter and be the first to know.
Brilliant Investment Thinking by Advisers for Advisers.
ASX
+0.33%
S&P
-0.80%
AUD
$0.69

Six must make changes to portfolios before 30 June

As the financial year comes to a close, it’s worth reflecting on what we have just experienced; not just in investment terms, but our health and...

A change in script on emerging markets

A lot of us spend an inordinate amount of time reading through erudite commentators on anything related to markets. ‘Stay informed’ is a common...

Investors want more Kangaroos in the top paddock

One of the bugbears of the Australian capital market has been that the country has struggled to develop a meaningful corporate bond market: we’ve really...

Is big picture small beer?

Great debates on longer term economic trends and the impact on financial markets are often a go-to conversation with investors. Few call up to ask what is the...

Institutional investors reveal COVID-19 impact

Global asset manager State Street Corporation released a survey of institutional and sovereign wealth investment professionals last week. The report offered...

JB Hi-Fi expects big profit jump in FY20

JB Hi-Fi (ASX: JBH) has given another update to the market. It’s expecting a big profit jump in FY20. About the company JB Hi-Fi is one of...

Pandemic calls forth another capital raising

It seems that every day another ASX listed company is announcing a capital raising with mixed results. Most recently, Vicinity Centres revealed a $1.4 billion...

Spread is your value factor

Low interest rates justify high equity PE’s, and that is particularly so for long duration, high growth equities. So goes the story. It’s worked in...

War vs. COVID-19

The scale of the human, social and economic costs wrought by COVID-19 has prompted some politicians to compare it with war. Although this might create some...

Getting back to normal with Franklin Templeton

Franklin Equity Group's John Remmert and Donald Huber share which trends they think are permanent and which are likely just a phase.

Are CBA shares worth $49?

Dividends from Commonwealth Bank of Australia (ASX: CBA) shares and the ‘Big Four’ have been put under the microscope. So far, CBA has held up the...