Investment Thematics

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...

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...

Stronger for Longer and a Bond Opportunity

Stronger for Longer and a Bond Opportunity

Stronger for Longer and a Bond Opportunity 8/6/2023 After a forgettable 2022, equity and bond markets have had a more favourable beginning to 2023 as the economy has remained strong and inflation appears to be easing. In the United States, the world’s largest...

Dividends: Fat and Fully Franked, or Folly?

Dividends: Fat and Fully Franked, or Folly?

Dividends: Fat and Fully Franked, or Folly? 13/4/2023 Dividend investing is as Australian as Vegemite, Tim Tams,…or maybe pavlova? The ASX has a higher dividend yield than most other share markets around the world, in large part due to the dividend imputation system...

Special Situation Investing

In this week's article, we will explore a distinctive investment approach that has the potential to serve as a viable pathway for maintaining overall portfolio returns, regardless of the broader market conditions... ​This approach is known as special situation...

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