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.
Hamish Carlisle shares his stock pick for the year in Livewire’s 2022 Outlook Series.
What was the positive change in fundamentals over the course of 2021? In this article, Ben Goodwin analyses how oil and gas have presented.
When it comes to forecasting, is it better to be approximately right than precisely wrong? Joey Mui discusses Merlon’s approach.
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.
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%.
In the second episode of BHS, Neil Margolis deep dives into income stocks and the under-appreciated sectors.
In this BHS episode Neil Margolis talks about six Aussie players set to supercharge their dividends over the months to come.
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.
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.
In light of how dovish central banks currently are, Hamish Carlisle reflects on Merlon’s current thinking around inflation and interest rates.
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”.