Investment Philosophy

Should investors play Defence in FY2025?

Should investors play Defence in FY2025?

While markets and investors are often captivated by sectors promising rapid growth and technological advancements, there are times when strategic investments in more stable sectors can offer "defence" against economic downturns. ​ One such sector is Defence, where...

When Boring Is Beautiful on the ASX

When Boring Is Beautiful on the ASX

While flashy industries and businesses often capture the imagination of investors, it's the understated, "boring" businesses that often form the backbone of solid portfolios. These companies may not make headlines, but their stable, predictable revenue streams and...

Investment Wisdom: Buying Well

Investment Wisdom: Buying Well

Investment Wisdom: Buying Well 15/2/2024 On a Behind The Memo podcast last year, renowned value investor Howard Marks stated that: “What I learned from my first 10 years of experience is that good investing doesn’t come from buying good things but from buying things...

Bond Basics for Beginner Investors

Bond Basics for Beginner Investors

Bond Basics for Beginner Investors 29/6/2023 The Financial Times (FT) recently reported that for the first time, the S&P 500, corporate investment-grade bonds and treasury bills are all offering the same yield of 5.3% for prospective investors. The leading...

What Really Matters in Investing

What Really Matters in Investing

What Really Matters in Investing 22/6/2023 The world of investing can be a complex and ever-changing landscape, and the financial media can make it even more confusing, having you believe that the macroeconomic news of the day is the most important factor in any of...

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