Fund in Focus

Throughout investing history, those with the best information have tended to fare better than the rest. Sure, you need to know what to do with the information. But...

While the past decade was marked by virtually non-existent inflation, falling interest rates and rising markets, the next decade is likely to be remarkably...

Successful investing is unashamedly a game of few winners and many losers. It’s about zeroing in on individual companies that demonstrate an ability to grow profits...

Property is the Australian investing pastime that keeps on giving. House prices and vacancy rates are falling nationwide while rental yields are soaring in the...

High-conviction, contrarian thinking underpins the latest offering from Collins St, a fund of convertible notes that draws on the same investing approach we apply...

As human beings, we fear what we don’t know. We’re generally unwilling to step into the abyss. At the very least, we need someone to take the step with us. Better...

Mike Tyson once said, before a big fight, ‘everyone has a plan until they get punched in the mouth’. On the battlefield, the same sentiment is conveyed by the adage...

The equity markets have been nothing short of a frenzy this year. Investors are starting the new financial year with recession at the front and back of their minds....

Positioning your defensive allocation to absorb inflation is easier said than done. As inflation rises, the fixed-rate bonds that typically dominate defensive...

Not every decarbonisation stock is an opportunity, nor is every company a likely shot at sticking around through the next decade and beyond. Here at Munro Partners,...