A letter from Merlon Capital to the AMP Board of Directors.
Hamish Carlisle speaks to Carrington Clarke regarding AMP’s decision to sell off its life insurance arm.
Ben Goodwin shares his in-depth analysis of the escalating US-China trade war and explores the potential impact on the Australian economy.
Hamish Carlisle discusses Telstra’s FY18 results announcement and shares his outlook for the company.
Adrian Lemme shares his thoughts on Amazon’s entry into the Australian market, one year after his initial paper and Amazon’s underwhelming December launch
Neil Margolis presents an alternative approach to generating sustainable income in retirement portfolios
Watch Matthew Wilkinson, Senior Analyst from Morningstar Australasia provide an overview of the Merlon Australian Share Income Fund.
Hamish Carlisle shares his analysis of global asset prices relative to historical averages.
Joey Mui shares his views on global advertising trends and their impact on traditional media companies.
Merlon’s Neil Margolis talks to Tom Piotrowski on CommSec’s Executive Series.
In the final installment of this series, Hamish Carlisle looks at behavioural biases in investor risk assessments and expectations.
Ben Goodwin shares his long-term views on oil, including our sustainable oil price forecast and preferred stock exposures.