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Home » News & Insights » Insights
Mar 2022

ESG Integration

ESG Manager, Rebecca El-Khoury outlines Merlon’s ESG philosophy by summarising our overarching views on ESG and what it means for the way we invest.

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Jan 2022

The #1 stock picks for 2022

Hamish Carlisle shares his stock pick for the year in Livewire’s 2022 Outlook Series.

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Dec 2021

Running on empty?

What was the positive change in fundamentals over the course of 2021? In this article, Ben Goodwin analyses how oil and gas have presented.

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Dec 2021

Forecasting with Humility

When it comes to forecasting, is it better to be approximately right than precisely wrong? Joey Mui discusses Merlon’s approach.

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Oct 2021

Who’s got the energy?

In this paper, Ben Goodwin explores the current tightness across the major energy markets, the economic implications of this, and our outlook on the implications for related equities.

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Aug 2021

Buy Hold Sell: 5 long-term compounders with dividends for days

In this last episode of the series of BHS Neil Margolis discusses the five long-term compounders with annual yields ranging from 2% to 6%.

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Aug 2021

Buy Hold Sell: 6 stocks set to supercharge their dividends

In this BHS episode Neil Margolis talks about six Aussie players set to supercharge their dividends over the months to come.

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Jul 2021

Australian Private Health Insurance

Analysts Caroline Mullin and Hamish Carlisle share their views on Australian Private Health Insurance and how the current regulatory regime provides a highly favourable backdrop for investors in PHI.

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Apr 2021

COVID-19 – One Year On

One year on from the onset of the COVID-19 pandemic, Joey Mui reflects on the impact it has had on the world and for the companies Merlon researches.

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Apr 2021

Interest Rates & Inflation

In light of how dovish central banks currently are, Hamish Carlisle reflects on Merlon’s current thinking around inflation and interest rates.

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Jan 2021

Reinventing Value Investing

Merlon reflect on their approach to value investing in light of NYU Professor Aswath Damodaran’s series of articles on value investing that advocated a “New Paradigm for Value Investing”.

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Nov 2020

The Strategic Value of amaysim

Merlon discusses their view on the recently announced sale of amaysim to Optus.

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