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Sunrise on Venus: Preparing for the investment environment of the next decade

Using long-term data, Orbis Investments has been able to map out the current investment environment and chart a decade-long path of challenges and opportunities ahead in this pivotal whitepaper. 

Rob Perrone, Eric Marais & Shane Woldendorp | 20th Nov 2023 | More
Critical mass: Four potential winners in the booming critical minerals space

The inimitable James Dunn picks a handful of niche critical minerals off the conveyor belt and discusses which ones have the most inherent stock potential.

James Dunn | 25th Sep 2023 | More
Beware the ‘aggressive optimism’ around overvalued tech stocks: Atrium

Technology stocks at the big end of the S&P500 have enjoyed a (mostly) golden run, but Atrium Investment’s Brendan Paul warns that Nvidia’s astronomical valuation may have tipped the balance.

Tahn Sharpe | 28th Jul 2023 | More
  • Opportunities abound, but don’t let recency bias have the last laugh

    Investors and advisers have a tendency to extrapolate recent events into the future, and the last six months have shown how dangerous this can be. For those reviewing and building portfolios as the new financial year begins, five key issues should be front of mind.

    Drew Meredith | 20th Jul 2023 | More
    June shakeup for most-traded ASX stocks; tech boom driving US gains

    After a three-month run as the most-traded ASX stock on Selfwealth’s platform, Neuron Pharmaceuticals ceded its spot to CBA in June as healthcare, mining and banking stocks jostled for investors’ attention.

    Lisa Uhlman | 17th Jul 2023 | More
    An abundance of value, or is the market just presenting more value traps?

    High payout ratios and non-cyclical price falls are some of the red flags investors need to be wary of. A selection of portfolio managers reveal what they look out for, and try to avoid, when hunting for value stocks.

    Nicki Bourlioufas | 13th Jul 2023 | More
  • When investing with discretion is the better part of valour: Ruffer

    It is striking how little little yield premium equities are offering over the official interest rate at them moment, says Ruffer’s Steve Russel. Investors may be tempted, but he warns that a cautious road may suit for the period ahead.

    Steve Russell | 29th Jun 2023 | More
    Execs take up to 60 per cent pay cut to join new liquid equities fund manager Blackwattle

    Having poached a number of high-profile portfolio managers (often at a discount), and with backing from family offices and high net worth investors, new boutique Blackwattle is trying to correct the “inadequacies” of the Australian funds management industry.

    Lachlan Maddock | 25th May 2023 | More
  • Capping upside the trade-off for predictable share investing

    Strategies that seek to deliver a pre-determined rate of return over a specified period of time are uncommon, but defined-return investing may be finding its place in the Australian market.

    James Dunn | 18th May 2023 | More
    SQM dives into equities ratings game with new five star model

    The company has expanded its managed fund and property research offering to include an ASX top 200 listed companies ratings service for the Australian financial advice community.

    Staff Writer | 4th May 2023 | More
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