Peter Morgan: The best asset I've ever bought
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The policy overhaul Shane Oliver would make to secure Australia's fortunes
"Living Legend", "One of a kind", and "Diamond in the Rough are not terms usually bandied about when describing economists! But these are just a few of the hundreds of messages of support and appreciation that flooded a recent social media post recog...
Where Soul Patts is investing for long term growth and dividends
If you’re looking for the future blue chips of the ASX then Washington H Soul Pattinson might be worth a closer look. The company has been around for more than a century, has never missed a dividend payment but, for the most part, has flown under inv...
How Hyperion unearths rare but exceptional growth companies (plus two that pass their filters)
The structural forces that saw growth investing rise to the top after the GFC remain. Covid created a blip, but the world is returning to slow growth, low inflation and lower interest rates. That's the perspective of Jason Orthman, the Deputy Chief I...
How to invest $1 million in 2024
Each year, Barron's releases a list of Australia's Top 100 Financial Advisers. Pitcher Partners' Charlie Viola and Lipman and Burgon Partners' Paul Burgon have featured high on this list over the years, and both ranked in the top 10 in 2023.
As part...
The lead indicator for Dion Hershan’s best trades (and two high quality stocks for the ”slow grind” ahead)
Two years ago, on a trip to Perth, Yarra Capita’s Dion Hershan was pitched the case for lithium stocks by his Uber driver. Hershan says it was a cliche moment and a classic example of a ‘ringing the bell’ sign. On the flip side, there are moments whe...
Ben Griffiths’ small cap playbook as animal spirits awaken
The penny has dropped and thanks to a three-letter word from the Federal Reserve's recent interest rate decision ("any"), small caps both in the US and in Australia have started to rocket out of a long slumber. For most of the last 18 months, small c...
2 killer growth stocks (and why culture is key to successful small caps)
Culture is not something that immediately springs to mind when assessing a company and its prospects for the future.
More often than not, we investors are scouring profit and loss statements, comparing financial ratios and (if we have the time and sk...
Trailer: Qiao Ma, Munro Partners
Qiao Ma has had an extensive career in funds management including stops in New York working for hedge fund Jericho Capital and more recently Cooper Investors in Melbourne.
Earlier this year, Qiao joined Munro Partners, where it was recen...
We are in the midst of a social, economic, financial and political crisis
From geopolitics to fiscal policy, commodities to equities, this week's featured guest on The Rules of Investing has some high-conviction views on a whole range of subjects.
For more than 40 years, Donald Amstad traded his way through the highs and ...
