Adam Smith, the author of The Wealth of Nations and arguably the first modern economist, famously said: "It is not from the benevolence of the butcher, the brewer, or the baker that we expect our dinner, but from their regard to...

Photocure (FRA: PHS), also known as The Bladder Cancer Company, develops products and services with the aim of improving the lives of bladder cancer patients. Photocure has a current market capitalisation of USD $130m and we estimate 2018...

It is not often you will get this writer singing the praises of our bank regulator. But the recent discussion paper1 released by APRA on how to increase capital to meet global standards for our major Australian banks, in our view, is not...

2019 is the Year of the Pig. In the Chinese zodiac, the pig is regarded as peaceful and generous, but the Chinese government already has a serious problem with pigs. In addition to fighting a trade war and trying to deflate a credit...

Two years ago this month, Morphic made a rare foray into the "battleground" that is Australian property views. We say battleground because, a bit like schooling, everyone has an opinion as everyone has an experience and that opinion is...

Through 2018, many of our investors may well have become bored listening to our endless repetitions of the warning that a market correction was "just around the corner". In October, the correction arrived in all major markets: the US...

We are proud to present our second annual form guide for the 'LIC Cup'. This race is even bigger than the Melbourne Cup! There is approximately $35 billion of gamblers' (investors') money at stake in this sector, so the stakes are...

October's share market plunge confirms the view that traditional investment methodologies have their limitations and can be a very unsettling way to protect and grow your wealth, according to Jon Horton of NWQ Capital Management, who...

Investors will remember that we have been nagging them about the coming correction. Now that it's here, the big question is how bad will it be.

Unless you've been living under a rock these past few years, you've undoubtedly been barraged by news of the 'latest and greatest' iterations of blockchain technology. Whether it be Bitcoin, Ethereum or any of the seemingly endless supply...