ASX 100

In this wire, Spheria’s Marcus Burns explores how microcaps are weathering 2022's early headwinds, and how they performed during reporting season. He also offers three...

Returns for the Australian energy sector since 2020 had reflecting weakness in the oil price, driven by a material drop in global demand as economic growth slowed...

While EPS beats were slightly ahead of misses this reporting season, abrdn's Michelle Lopez is increasingly more cautious on the outlook. In this wire, she outlines...

Beaten up technology firms might seem a dime-a-dozen right now but there are some gems. In this wire, portfolio managers James Delaney and Chris Prunty of Sage Capital...

Tribeca Investment Management’s natural resources team haven’t seen a better period for the sector... Ever. They say it’s powered by a few things, one being the macro...

After opening the session higher, stocks were largely one way for the rest of the day closing down around 1%, the out of favour IT sector continuing to languish, ably...

The investment management industry tends to present issues in zero-sum ways. Active versus passive, large cap stocks versus small cap stocks, liquid assets versus...

Technology stocks have been crushed. In the US, the Nasdaq 100 is off around 16% since 1 January. And it’s worse in Australia, where the ASX All Tech index is down 24%...

ETFs (like the equity indexes on which they’re based) haven’t had a great start to the year. But not all ETFs just buy broad country and global indices. In this...

Over the past few months, the ASX has sailed through turbulent seas, with headwinds such as rising rates, a Russian war, and now a rain bomb over the east coast of the...

Welcome back to the report for the February 2022 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief...

In case you missed it, Michelle Lopez from abrdn and Blake Henricks from Firetrail provide their assessments of three high-flying stocks post reporting season. Our...

A choppy session for the ASX overall today with some big divergence between the haves and have nots, the Resources & Energy sectors again the beacon of hope while...

Russia's invasion of Ukraine and the subsequent sanctions have enormously affected energy and broader commodity markets. Emmanuel Datt of Datt Capital explores three...

The ASX is a resources heavy exchange, with materials accounting for around 25% of the ASX200. For many investors, this deep pool of companies - which draw on...

In April 2021, a reader, Andrew, suggested we go directly to the Livewire audience and ask them about investing. Soon after, "Meet the Investor" was born. Here, you'll...

It is impossible to ignore the trend towards electrification in society, says Datt Capital's Emanuel Datt. So in this wire, he identifies three core commodities that...

A solid morning session for the ASX with the market peaking +110points higher at midday before the afternoon was filled with sell orders, a +47pt gain a disappointment...

Stockmarkets are pretty efficient. That means everything you care to think, or think about thinking, has likely already been thought, and is in the price already. As...

Gold got off to a strong start this year, rallying by 5%, putting it close to all-time highs. While much of the world’s focus is (rightly) on Ukraine, history suggests...

Rising interest rates and market volatility have created plenty of opportunities for short sellers, says Anthony Aboud from Perpetual. While high-quality but expensive...

Who were the winners of the February 2022 Reporting Season? Last week saw Rio Tinto announce a record result, confirming the second biggest profit in Australian...

Eddie started investing to provide financial security for his family but has gone on to share his wealth through church and charities.

Goodman Group is arguably one of the highest quality property managers in the world, says Roger Montgomery. In their recent result, which he describes as “very...