recovery trade

Companies that successfully navigate the next 3-6 months will have an excellent runway in the years ahead

Veris Limited (VRS.ASX VRS $0.09 Mkt Cap A$47m – Australia’s largest national surveying company) AGM update signals a very important milestone on the journey back to...

Investors’ ability to “look through” the headlines and invest based on future expectations has surprised many experienced professionals. Firetrail analyst Sean Drennan...

Wasn’t the reopening trade a 2020 thing? Perhaps for some, but not so for us down here in the Lucky Country. With mid-October flagged as the reopening date, the...

The “reopening trade” was a dominant topic among investors as recently as just a few months ago, as we lifted our heads and began to imagine a life without lockdowns,...

One of our preferred market valuation indicators is the CAPE model derived from macroeconomic fundamentals. The basic idea is that lower levels of interest rates...

Has dependable, authoritative knowledge ever been more valuable? After all, we live in an age where our trust in things has never been so tested, and so often, where...

As our global equities experts Catriona Burns and Nick Healy assess the state of the world economy, there are plenty of reasons for optimism. At the same time, the...

When considering how well Australia has managed its response to the coronavirus pandemic relative to other countries, Oscar Oberg and Tobias Yao find it difficult to...

As Australian shares race to fresh record highs, our large-cap duo Matthew Haupt and John Ayoub believe that investors are nearing a pivotal moment of time that will...

Dawn Kanelleas and Dr Philipp Hofflin, prominent stockpickers from two well-established Australian equity fund managers, recently gave their respective takes on local...

Along with rising commodity prices over recent months, the recent much higher than expected lift in United States consumer prices has heightened global market concern...

To say that the past year has been a good one for investors in L1 Capital’s Long Short Fund (ASX:LSF) would be an understatement. Investment returns and the share...

The psychologists call it middle child syndrome. The firstborn gets the responsibilities and privileges. The youngest is the over-indulged baby. But what about the...