Tony is a former managing editor of BRW, Shares, Personal Investor, Asset and CFO magazines. He specialises in small listed companies, IPOs, entrepreneurship and innovation and writes a weekly blog for The Sydney Morning Herald/The Age on small companies and entrepreneurs.
The market’s blinkered view on sectors is a recurring source of opportunity and that’s why I think Alliance Aviation Australia and Maxiparts are worth considering at current valuation.
Lovisa is one of Australia’s great retail export success stories and Nick Scali has been my other go-to small-cap retailer over the past five years.
The most complex and important asset-allocation decision is how much cash (or cash equivalents) to hold in your portfolio. Cash provides the firepower to buy shares when markets tumble and bargains em..
Australia has some terrific active managers in global equities, fixed income and other assets, and some look modestly undervalued after heavy price falls. Here are two to consider.
With the ageing population and healthcare topping the megatrends, here are three global healthcare funds that stand out in terms of growth prospects, valuation and defensive qualities.
I think it’s the right time to increase small-cap exposure as bad news builds.