Are investors missing out on the value created from their increasing digital screen time? It won't come as a surprise that over the last decade the average daily time spent on screens, which used to be restricted to television...

The Australian Government Treasury (Treasury) discussion papers on retirement income highlight the increasing focus on a more comprehensive risk assessment of retirement income products. The recently announced Retirement Income...

Afterpay (APT) has been one of Cyan's most successful investments, having risen 30-fold from our initial investment at the $1 IPO in April 2016 to our exit on the 9th October at $33.50. In the 3.5 years since then, whilst we have made...

In this Insights article, Hamish Carlisle, analyst and portfolio manager at Merlon Capital Partners, discusses in depth why it is he believes Telstra's most recent result is indicative of weak accounting, short termism, and weak board...

We have maintained a positive view regarding Japanese equities for the past year and we express that view with an asset allocation in favour of Japan in excess of 50% in our Asian regional portfolio, whereas many of our competitors...

The biggest drivers of GDP growth in Australia are "houses and holes", i.e. residential construction and resource exports. Residential construction is driven by factors internal to the Australian economy, whereas resource exports depend on...

The financial world was shaken by three seismic tremors during September 2019, but most people only noticed one of them, that being the drone attack on Saudi Arabia's oil processing plant. The other two, discussed in detail in this...

Gyrostat has for 34 consecutive quarters operated within a 'hard' defined risk parameter (no more than 3% capital at risk with our maximum draw-down 2.2% in any circumstances) always in place, delivered regular income at a minimum BBSW90 +...

Damen Purcell, National Manager Distribution at Insync Fund Managers, gives a brief overview of what Insync looks for when choosing companies to invest in.

As uranium bulls, we are getting excited for the last few months of 2019 - which could see the uranium price appreciate materially. We are expecting the spot price of uranium to close the year somewhere between $30 and $35 (current spot...