“According to multiple studies published in peer-reviewed scientific journals, 97 per cent or more of actively publishing climate scientists agree, climate-warming trends over the past century are extremely likely due to human activities”. This is considered a “scientific consensus” according to NASA. continue…

by Amit Nath Posted in Insightful Insights

• save this article
• POSTED IN Insightful Insights

Norwegian company Equinor has just released a draft environmental plan for deep water oil drilling in the Great Australian Bight. A misstep in this project would have disastrous environmental, social and economic impacts for all Australians, which is why we think it should be rejected. continue…

by Roger Montgomery Posted in Insightful Insights

• 22 Comments
• save this article
• POSTED IN Insightful Insights

Last Tuesday we thought we would have some fun. We posed the following puzzle to our readers who were invited to submit their answers on the blog. Thank you to everyone who took the time to submit an answer! continue…

by Andrew Macken Posted in Insightful Insights, Investing Education

• 2 Comments
• save this article
• POSTED IN Insightful Insights, Investing Education

November 6 marks a significant day in Australia – with the Melbourne Cup; and in the United States – with the Midterm Elections. At the time of writing this blog, neither had yet taken place, though many were making bets on the outcomes for sport. continue…

by Andrew Macken Posted in Insightful Insights, Investing Education

• 13 Comments
• save this article
• POSTED IN Insightful Insights, Investing Education

After many years of under-investment in infrastructure, Australian governments have recently been on an infrastructure spending frenzy. Some projects have been worthwhile. Others have not. Is it time to pause and think more carefully about the way public money is spent? continue…

by Andreas Lundberg Posted in Insightful Insights

• 4 Comments
• save this article
• POSTED IN Insightful Insights

Structural changes within industries can create opportunities for investors on both the long and the short side. The music industry has undergone enormous structural change over the last two decades, with the displacement of physical music sales (CDs) by digital music, including rampant piracy. continue…

by Andrew Macken Posted in Insightful Insights

• save this article
• POSTED IN Insightful Insights

It’s not often I’m motivated to republish, in its entirety, a speech from the head of the Australian Competition and Consumer Commission.

The subject covered however is one that touches us all, and in ways we didn’t realise. And it represents another example of the change that industries confront from time to time and which investors have to consider and navigate. continue…

by Roger Montgomery Posted in Insightful Insights

• 1 Comments
• save this article
• POSTED IN Insightful Insights

Over the years, I’ve received copious advice which has made me a better investor. Today I wanted to share three pieces of rather direct advice which helped me make the most out of meetings. continue…

by Lisa Fedorenko Posted in Insightful Insights, Investing Education

• 2 Comments
• save this article
• POSTED IN Insightful Insights, Investing Education

One of the cooler sites you can find on the interweb is David McCandless’ informationisbeautiful.net – a site aimed at using data visualisation and information design to convey interesting stories and ideas. continue…

by Tim Kelley Posted in Insightful Insights

• 1 Comments
• save this article
• POSTED IN Insightful Insights

I recently had the privilege of attending a mindfulness workshop hosted at Deutsche Bank for the Junior Women in Markets Committee (this is a fantastic network for women working in Australian equity markets). I wanted to share the exercises we learnt, but also explain the value of practicing mindfulness in investing. continue…

by Lisa Fedorenko Posted in Insightful Insights

• 7 Comments
• save this article
• POSTED IN Insightful Insights