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Christopher Joye: No margin for error for risk junkies craving rate cuts
The past six months have been golden for investors, with everything from equities to gold and even Bitcoin enjoying stellar runs. And if risk assets are not your bag, then there have been juicy yields on offer across a range of cash and fixed-income ...
Why Ben Clark is taking profits on growth stocks (and where he's putting that money to work)
Quality growth stocks, those with fortress balance sheets, impressive moats, structural tailwinds and top-notch management teams, have had a stellar run recently. Take Goodman Group (ASX: GMG) for example, which has risen 66% over the past year. Or M...
Trailer: Ben Clark, TMS Capital
If there is one theme that has taken the world by storm in 2024, it's Artificial Intelligence or AI.
Until very recently, this week's guest was a bit of a sceptic, but a recent trip to the US has seen him come back a changed man.
In this episode, we...
The next 10 years in ETF growth could be dominated by this asset class
If there is any one investment product that has experienced a true boom over the last 10 years, it is exchange-traded funds (ETFs) and exchange-traded products (ETPs) more broadly.
The number of listed products has increased by 17.5 times in Austral...
Warryn Robertson’s guide to picking the best infrastructure stocks on the ASX and abroad
Warryn Robertson, portfolio manager and analyst at Lazard Asset management, understands the nuances of infrastructure assets like few others in the market. His approach is to find monopoly assets with inflation protected revenues, high margins and re...
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...
