Transurban Group is a steady performer, and its U.S. assets beat expectations. Read More

It’s gone from bad to ugly in the Australian iron ore industry. The numbers tell the story.Iron ore was recently selling for about $50 a ton, 60% less than it was in 2013. Slowing demand from China, which buys 70% of the iron ore shipped, is the major reason. But… Read More

Aberdeen Asia-Pacific Income Fund (NYSE: FAX)—our Portfolio’s sole closed-end fund—is tightly tied to the Australian dollar and Asia-Pacific growth.It’s been a tough road on both of those counts, but at its current level, the fund offers both good value and an impressive yield.Opening the DoorAsian fixed-income markets have evolved in… Read More

China is Australia’s largest trading partner, and China’s economy is slowing. At a 7% annualized growth in gross domestic product (GDP) reported for this year’s first quarter, most countries would trade with China in a heartbeat. That growth rate is down from 7.3% in 2014’s fourth quarter, but on the… Read More

Volatility will define oil and gas markets, probably for years to come. Our top four picks from Canada are built to last. Read More

A combination of falling metallurgical coal prices and a high cash-burn rate make a dividend cut at Teck Resources Ltd. (TSX: TCK/B, NYSE: TCK) inevitable.It was a not-so-large leap to conclude that the current semiannual CAD0.45-per-share payout rate was in danger when management noted at its recent investor day that… Read More

The market overreacted to this new portfolio addition’s delayed earnings announcement. Read More

A 30% decline versus the U.S. dollar led to jokes about “the Canadian peso” in the 1990s. We’re not quite at those levels, but we’re getting close after an 8.6% slide for the loonie in 2014 and 7.7% depreciation thus far in 2015. Since the end of 2013, the Canadian… Read More

Ag Growth’s earnings miss has its stock screaming “Buy me!”—while TransForce keeps on truckin’. Read More