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...

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...

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?

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...

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...

A brief look at Alimentation Couche-Tarde's non-binding, conditional takeover offer for Caltex Australia.

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...

Travelling to Japan is always something to savour. The people, culture, food and experiences are wonderful. And the opportunity to be there during the final stages of the rugby world cup was even better. My most recent trip...

Kevin Smith takes a look at foreign participation in the Japanese equity market and likely impact of the proposal amendments to disclosure rules.

In the wake of the GFC, and again after the June 2016 Brexit referendum, many fund managers left the City of London for European shores, in search of lower tax rates and less regulation, not to mention the fear that Brexit would cut them...