ASX 100

The Chinese market presents an enigma for businesses: On one hand, the sheer size of the population is an enticing prospect as it gradually grows wealthier. On the...

I have directed Secretary Connally to suspend temporarily the convertibility of the dollar into gold or other reserve assets, except in amounts and conditions...

In this interview with Gary Rollo, Portfolio Manager of the Montgomery Small Companies Fund we focus on the bull market associated with the decarbonisation thematic,...

In June this year, Philips was forced to recall 14 sleep and respiratory care devices due to safety concerns. While this has been a setback for the Dutch company, it’s...

At a time of bumper dividend payouts from the likes of Rio Tinto (ASX: RIO) and BHP (ASX: BHP), most investors seeking a resources exposure would be happy to invest...

Understanding a company's economic moat is a core part of investing. While pure monopolies are hard to come by, there is a compelling duopoly in one of Australia's...

The Alphinity Sustainable Share Fund and Global Sustainable Equity Fund both invest in companies we have found to be doing good for society and the environment (by...

One of Perpetual’s key filters when assessing businesses to invest in is the quality of our management teams. However, the importance of sound management was even...

This morning’s confirmation that Woodside is exploring a merger with BHP’s Petroleum assets is an extraordinary development. A development that even 12 months ago...

According to a recent rent report by Domain, gross rental yields have dived to around 4 per cent on the back of soaring property prices. This makes direct investment...

As the August 2021 reporting season gets into full swing, we've compiled a calendar featuring ~200 ASX-listed companies, highlighting reporting dates, NPAT (consensus...

Welcome back to the August 2021 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief summaries of the...

It's been a stellar start to reporting season, with several companies reporting strong profit numbers. Suncorp announced a $250 million share buyback after increasing...

Holon Global Investments is unlike any other Australian investment manager that I have encountered during my time at Livewire, or my years working in finance and...

Gold juniors Breaker and Caeneus are among those with overlooked lithium assets in their back pockets. Plus, copper spotlight turns on $26 million Anax and Sunstone...

There are some topics that irrefutably divide the nation. The State of Origin, Vegemite, hipsters, for instance, or the existence of Australia's most dangerous...

With the market at ~7,600 (ASX 200) – up a stunning +67% (excluding dividends) from the nadir in March 2020 – it’s pretty clear that complacency is creeping in. In...

Mistakes are a part of life. But reflecting and learning from them is one of the keys to being a successful investor says Tim Hillier from Allan Gray Australia. ...

Global equities continue to rally strongly from their March 2020 lows but stock/sector rotation has arguably been the main game in town as investors strive to add...

With lots of hype around some rapidly growing sectors with fast paced businesses, it can be easy to overlook opportunities amongst the noise. In this weekly update,...

Australia's biggest bank reported today and it did not disappoint. There was a wash of green, both on their financial statements and in the eyes of investors as they...

As we predicted, Commonwealth Bank (ASX: CBA) has today announced an off-market buy-back, with the size – at $6 billion - slightly exceeding our expectation of $5...

With the wall of cash dividends hitting investors’ accounts over the coming months due to surging iron-ore prices, there is one question top of mind: What to do with...

At Watermark, we love uncovering falling angels. This is typically a market favourite that lands itself in the fund manager "sin bin" after lofty expectations. Some...