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'Very sad': Tech market concentration just like internet bubble, Pzena says
The disconnect is not about the big technology companies themselves, the famed value investor believes. It wasn't in 2,000 and it isn't now. The disconnect is...
'Macro distraction' is why fundies don't perform: PM Capital
Of all the reasons fund managers get outperformed by the benchmark, Paul Moore explained, the clearest is that they get distracted by macro issues that aren't...
First Sentier withdrawal just the tip of the iceberg for struggling fundies
First Sentier’s decision to close a number of strategies and pivot towards private markets handily illustrates the pressures facing the Australian funds...
How we invest: The companies and sectors that Australians love to buy and sell
While financials and materials dominated trades leading into 2024, the popularity of other sectors like healthcare and information technology followed...
‘No pain, no gain’: Marks on the investing game of chess
Good investing requires real sacrifices, according to Oaktree’s Howard Marks, but you can’t expect to be compensated just for making them.
Small caps come into focus as concentration risk pervades major markets
The historic outperformance of big tech stocks in the US may look like a global outlier, but many developed markets (including ours) have high levels of...
Expectations matter, and the market's 'big fluffy toys' have set a historically high bar: Orbis
Valuations at the top end of indexes are sky high, but with that comes inflated forecast earnings. For savvy investors, it may be time to rotate towards more...
Can banks... be good? Why ethical investors don't automatically shun the big financials
The banks may not be perfect, but their collective role in facilitating a developed ecosystem, combined with the leverage they have through lending and capital...
The answer to the Magnificent Seven’s ‘really difficult investment problem’
A huge benefit has already been realised in the price of the Magnificent Seven and it might be time to take some risk off the table instead of speculating on...
The three steps that matter for contrarian investors in the 'zero-sum game'
Contrarian investors are adept at spotting misalignment that leads to arbitrage between real value and perceived value. But it isn't easy. "True bargains are...
‘Something new under the sun’: Ruffer releases its 2024 review
The 2024 Ruffer Review explores what the rise of artificial intelligence means for investors, the murky realities of cricket, and the “thankless endeavour”...