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.
A closer look at how the Merlon Australian Share Income Fund aims to boost post-retirement income without taking on more risk.
Neil Margolis discusses the value to be found in the retail market amid Amazon’s entry to Australia.
Hamish Carlisle explores the question of why value strategies based on free-cash-flow outperform the broader market.
Hamish Carlisle shares his thoughts on Telstra’s earnings potential and outlook including the impact of the NBN.
Hamish Carlisle presents a multi-decade analysis of value investing in Australia.
Adrian Lemme discusses the impact of Amazon on the Australian retail market.
Hamish Carlisle presents the case for Fairfax Media in the real estate classifieds space.