A softening Fed outlook and increased global growth concerns have improved sentiment towards gold markedly over the last month. While the share prices of Australian gold producers have followed suit, those of mining services companies, which derive up to 75% of their revenue from the...
Portfolio Manager, Andrew Smith, shares his summer holiday reading list. Be inspired and keep you finger on the pulse. I plan to use the quieter markets over January to finish books that I have typically started reading and have put aside to focus on the latest...
Money Management - Oksana Patron Perennial Value Management has expanded its retail distribution team with the appointment of Mark Tisdell as its new senior investment specialist. He would hold a hybrid role – a national focus for Daintree Capital and a state (New South Wales and ACT) focus...
Morningstar - Nicki Bourlioufas Merger and acquisition activity in Australia is likely to increase over the next year, with the lower Australian dollar providing an incentive to offshore buyers to make bids, including cashed-up private equity funds, according to several experts. Such activity is generally closely watched...
At a high level, we need to feed society and the availability of food is important. However, not all food is created equally, given the growing call to minimise implications for the environment and society at large from food production. It's not only thermal power station...
Adviser Voice Valuation dispersion in domestic shares is nearing record levels as Australia approaches its tenth year of a bull market, meaning the conditions for value investing to outperform could be near, according to a new white paper from Perennial Value Management (Perennial Value). The white paper;...
Is it time to look at value investing again? Just as markets move in cycles, investment styles go in and out of favour. Both in the domestic and global markets, the last 5 years have seen strong outperformance by growth and momentum styles of investing. So...
Portfolio Manager & Director, Stephen Bruce gives you his top picks for reading over the summer holidays. A fascinating book I read recently was “The new Tzar: The Rise and Reign of Vladimir Putin” by former NY times Moscow correspondent Steven Lee Myers. It is a...
Morningstar - Emma Rapaport and Lex Hall The past financial quarter has been a rocky time for Australian investors as markets navigate volatile shoals. October posted the sharpest one-month declines for global equities since 2012 amid gnawing concerns over the durability of the economic cycle and escalating trade...
Can you capture the revolution in new technologies such as electric vehicles, the roll out of the 5G network or the rise of the internet of things investing in the ASX? Of course. Revasum manufactures a portfolio of precision solutions that are integral to the manufacturing...