NEWS
How to Upload an Insights Article
If you are a fund manager looking to distribute content to our users, this instruction manual will take you through the process of uploading an article via your company's dashboard.
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Merry Christmas & Happy New Year!
AFM's Research and Content Team are taking a well-earned break from Monday 23rd December through until Monday 13th of January. During this time (with the exception of the public holidays) we'll still be monitoring and updating fund...
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A blood test for cancer
A blood test for cancer is something of a holy grail in oncology, as it would allow cancers to be found and treated before symptoms show up, without surgery or harmful radiation. A universal cancer test would involve the entire population...
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China Journal, musings from a small cap investor
A trip to China can yield many outcomes for an investor. The sheer land mass and multitude of micro economies can make it difficult to ascertain whether a Hebei steel mill's bullish outlook lines up with the local property developer in...
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The Best Protection in a Market Downturn
We believe the key to investor protection from broad market declines is delivered by our stock selection and portfolio construction process. Our process is inherently biased towards large market capitalisation quality companies which are...
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What did we learn from the Telstra investor day?
On 27 November Telstra (ASX:TLS) held an investor day to update shareholders and other stakeholders on progress in respect of the T22 strategy. What new information did we glean from the update?
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If you can't feed a team with two pizzas, it's too large
A 2018 analysis demonstrated that boutiques significantly outperform non-boutiques in institutional equity categories (with the greatest outperformance in small cap and emerging market equities) and interestingly, also asserted that...
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Better yields than bonds (with less risk than equities)
Investors are facing a common challenge: falling cash rates make it hard to earn a real return above inflation. Record-low yields on asset classes like cash (term deposits) and traditional fixed interest (government bonds) provide little...
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Caltex Cruising on a Full Tank
A brief look at Alimentation Couche-Tarde's non-binding, conditional takeover offer for Caltex Australia.
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Three small caps to keep an eye on
There is no doubt that Australia's small companies market has the ability to generate significant wealth. This is because stockbrokers don't earn enough revenue from brokerage on small companies and therefore don't research them, leaving...
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