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
+1.04%
S&P
-1.96%
AUD
$0.69

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...

Examining Pushpay as a small cap holding

Pushpay (ASX: PPH) has just reported its 2020 financial year result. Is it the best small-cap to buy at this share price? What is Pushpay? It is a New...

Embracing Big Brother

Most of us have not experienced the current level of government and institutional direction of our lives. The impact on business is likely to be profound.

Stress testing supply chains

Our underlying companies in the Legg Mason Martin Currie Global Long Term Unconstrained Fund have shown resilience in terms of balance sheet strength and...