The big movement for the April was the pullback in bond prices following a stellar few months, although bond prices have been rising again in May. Indeed, the largest issue facing investors at the moment is the distinct divergence in government bond pricing vs the pricing for stocks. The stock ...

This week's LIVE webinar (12:30pm AEST, Thursday 23rd May) - As we review the escalation between global powerhouses USA and China.

My day job is a mix of quantitative and fundamental investment analysis. What that essentially means is that I spend my time looking for situations where the numbers don't match the narrative - and I can't help but notice that in the Australian Federal election result the narrative and the numbers ...

Final look at election odds before the election:

On today's show we look at some prevailing Mega Trends.

Quick update to election odds from earlier this week after the final leadership debate:

As the mainstream media are beginning to publish some bullish 'green shoot' news on the Australian property market, we take a look at a series of indicators to check whether the bulls have awoken on time, or early.

We have another special guest week in Matt Barrie. Matt is an award winning entrepreneur, technologist and lecturer, having won numerous awards including being named the inaugural BRW Entrepreneur of the Year in 2011. He is now the founder and CEO of listed company Freelancer.com, which is one of ...

Global equities finished the month with the best quarterly performance since 3Q 2010. Of more interest to our investors though: we have had a change of heart and made some significant portfolio changes. Our assessment is that "we are not in Kansas anymore" and, while we will return to the real ...