In light of how dovish central banks currently are, Hamish Carlisle reflects on Merlon’s current thinking around inflation and interest rates.
Merlon reflect on their approach to value investing in light of NYU Professor Aswath Damodaran’s series of articles on value investing that advocated a “New Paradigm for Value Investing”.
Merlon discuss their approach to Corporate Governance
Merlon discusses their view on the recently announced sale of amaysim to Optus.
Ben Goodwin explores the current outlook for oil and outlines the investment case for a few related equities
In this Livewire article Neil Margolis discusses what they look for in yield stocks, which sectors hold the most income appeal, and his top ex-20 ideas for sustainable dividends and capital growth.
In this episode of Buy Hold Sell, Neil Margolis talks about the most traded stocks on Bell Direct in September, and if value managers find them attractive.
In this Livewire Expert Insights video Neil discusses what investors should be thinking about when it comes to building a sustainable portfolio of dividend stocks.
Neil Margolis joins Livewire’s Buy Hold Sell to discuss six income candidates and whether they can be trusted for sustainable dividends
Investors shouldn’t lose sight of the main game, with the sustainable yield opportunity as attractive as it has been in many years. Neil Margolis discusses the outlook for dividends in the near-term and long-term.
Ben Goodwin explores the outlook for oil and related equities
The Merlon team discuss their views on the current state of markets and how they are approaching risks.
