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The increase in passive investing in the last 10 years has been phenomenal. Today passive is up to 37% of total funds under management (FUM) in US equity funds, from less than 20% in 2009. Chart 1: Asset split between active vs. passive US-domiciled equity funds Source:...

The first result of Janus Henderson Group following the recent merger was a great result with almost all key indicators moving in the right direction. The highly complementary businesses of Janus Capital Group and Henderson Global Investors merged at the end of May. The Henderson share...

ighter travel budgets for brokers in recent times have reduced the frequency of visits through WA, with those that do take place generally focusing on the miners and larger mining services companies. This leads to smaller WA industrial stocks being ignored, which can create opportunities....

Beneficiaries of a higher AUD include businesses that are consumers of US dollar denominated goods and services, or beneficiaries of an increased desire for foreign goods and services by Australian consumers. An example of the former might be retailers or certain health care providers, and...

Pacific Energy (PEA) announced an additional 11 Megawatts of power generation capacity for their Western Australian Pilgangoora lithium project this week. The award takes year-on-year growth to 8.0%, with a good chance of further contract awards in the near term. PEA’s take-or-pay contract structure offers...

Today’s third quarter update highlights a pick-up in momentum with third quarter revenue growth of 39% compared to second quarter growth of 13.4% and first quarter growth of 6.0%. Indicators from March were also strong with a 44% lift in tools on hire foreshadowing strong...

n early March I travelled through China and Japan to get a better feel for the staying power of the recent commodities rally. Feedback from a range of steel, copper, iron ore, nickel, gas and coal companies was skewed to the positive, with commodities demand...

Earnings updates from domestic companies were limited during April and continue to be so in May given the six monthly earnings cycle. However, investors can still draw on the quarterly reports from offshore companies to pick up trends which may influence stocks closer to home. An...

I have taken a few short strolls from Wynard Station to Barangaroo since it was transformed from a complex construction site to a bustling new part of Sydney’s CBD. Recalling how pessimistic some people were about this massive project undertaken by Lendlease I note that...

In delivering a full year profit of US$868 million, Woodside Petroleum reaffirmed Perennial Value’s view that it is best in class in the Australian oil and gas sector. Underpinning this was the delivery of its second highest annual production to date, highlighted by record LNG...