In this week’s video insight, I discuss the transition from a long period of unusually low interest rates to what may be a ...

Both sides of politics and most businesses are obsessed with a “big Australia”. Dick Smith is one of the few on the opposing ...

In this week’s video insight, I explore the challenging dynamics of the Victorian rental market – a pressing issue that ...

Recent data from the Reserve Bank of Australia (RBA) on the Australian non-bank financing sector alluded to the fact that ...

Whilst Polen Capital, our investment partner in global equities, has been operating since 1979, manages 15 underlying ...

The long-awaited quarterly consumer price index (CPI) figure was reported this week. Over the March quarter, CPI rose by 1.0 ...

In last night’s ABC Nightlife interview, I joined Philip Clark to discuss the shifting landscape of the electric vehicle (EV) industry. We covered the significant drop in EV sales across Europe and ...

In this week’s video insight, David Buckland explores the U.S. budget deficit, steadfast U.S. interest rates, and surging ...

In this interview, Richard Hemming and I discussed the promising landscape of small cap investments, highlighting the recent, strong performance of the Montgomery Small Companies Fund. I shared ...

In this episode of the Fear and Greed Podcast, Sean Aylmer and I discuss the evolving landscape of private credit and its emergence as a viable investment class. I explain how private credit operates ...

Kids are regularly disappointed – often vocally – when they don’t receive what they want. When those kids become ...