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Analysis

Adrian Lemme

22 January 2019 • By Adrian Lemme • 1 min read

Housing cracks present material opportunities

Australian house prices are falling. Credit availability is tightening. US mortgage rates are rising. These and other factors have put  building mate...

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Adrian Lemme

Is FASEA leading to an adviser exodus?

Does ASIC’s Financial Adviser Register back up claims of an adviser exodus following the establishment of the Financial Adviser Standards and Ethics...

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Adrian Lemme

Crisis or no crisis?

Recent weakness within equity markets has focused investors on whether the aging bull can keep staring down an “end of cycle” bear case – a vali...

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Adrian Lemme

3 key attributes to look for in growth companies

Investors today need to consider more than the hard numbers of target investments. They also need to identify “softer” aspects of companies to gai...

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Adrian Lemme

Vanguard founder passes

Founder of The Vanguard Group, John C Bogle died today aged 89 in his home state, Pennsylvania.  Mr Bogle introduced the first index mutual fund f...

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Adrian Lemme

The $900m Aussie fintech winning big from wealth management 

This is not your usual fintech. With over 1,300 staff located in 12 offices across eight countries, this ASX200 company saw its share price more than ...

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Adrian Lemme

Converting the energy of household waste to power homes

More Australian councils should consider contracting with waste-to-energy conversion projects as a cost effective and environmentally friendly alterna...

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Adrian Lemme

Are we in a bear market?

Given the 20 per cent drawdown of the MSCI AC World Index from its January 2018 peak, we are already technically in a bear market.  While cyclical...

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Adrian Lemme

Disruptive forces seen shaping 2019 investment landscape

With the US moving into the later stages of the business cycle, the US Federal Reserve raising interest rates, and monetary and credit conditions dive...

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Adrian Lemme

Modern Slavery Act – Investment implications

If a business model relies on underpaid workers, or even slavery, or weak regulation on social issues, current earnings will unlikely be sustainable. ...

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