ASX 100

The mining giant says lithium demand will grow 25-35% a year for next 10 years. Meanwhile, Pilbara Minerals is cleaning up in the here-and-now as spodumene shortage...

Valued at US$36.2 trillion, the US housing market is nearly five times larger than the Australian market. Yet despite its size, the industry in the US remains plagued...

A family friend recently told me that they invested in Commonwealth Bank of Australia shares because it seemed popular and was the market leader among Australian...

We all know Aussie companies love to jump on the Olympics bandwagon, but here’s one with true credentials! In June, I sat down with Rob Scott, CEO of Wesfarmers and...

Profit season unofficially kicked off this week with half-year results from diversified resources behemoth Rio Tinto yesterday. Perhaps the most insightful observation...

Fortescue Metals Group Ltd (ASX:FMG) was an IPO while I was working at Patersons (now Canaccord) in Perth during 2003 and it became a significant holding of the UCITS...

Australia’s sustainable bond universe blew past $15 billion in 2020, but still lags the European market by four or five times on a relative basis, says Realm...

It is an unfortunate, yet widely accepted maxim that good news doesn’t sell newspapers. If true, papers must be selling like hotcakes at the moment, as it seems the...

One of Australia’s best long-short equity managers, Tim Carleton from Auscap Asset Management put it very simply: “Rent – it’s an essential cost for most business and...

Since late 2020, we’ve pivoted our portfolios to businesses likely to benefit from the economy’s reopening – and generated excellent returns. But the emergence of the...

After 18-months that has seen retail investment soar to previously unimaginable highs, it's obvious that many are chasing the next big idea. We’ve all heard the terms...

Welcome back to Off the Charts! bringing you everything you need to know from markets (and some things you don't). The world of crypto was as bonkers as ever this...

The US dollar (USD) is the most influential currency on earth and its relative strength or weakness has far-reaching implications for the global economy. In the...

Investors who ignore Afterpay (ASX: APT) and other listed financial technology firms bent on disrupting banks risk missing out on impressive returns. So said Munro...

Mergers and acquisitions (M&A) are often pitched with flashy PowerPoints and lofty promises, but a lot can go wrong. In this piece, we put M&A to the test. We find out...

The June Quarter of 2021 has been positive for equities as the prospect of recovery continues to wash over markets. M&A remains hot as do public listings, despite some...

As many Australians spend hours in the coming weeks and months preparing tax returns, for retirees it may be a good time to reassess the tax effectiveness of share...

Even though gold prices rallied in the first two weeks of July, there is no denying it was a tough first half of the year for the precious metal, which fell toward USD...

Airlie seeks to invest in high-quality businesses that are undervalued. One of the common scenarios in which we find ‘undervalued quality’ is when a great business...

Despite the slow pace of vaccine roll-out in Australia, much of the Western world is beginning to look forward to a ‘post-COVID normal’ with herd immunity appearing...

Despite a worldwide rotation into value and cyclically-exposed companies, the rotation in Australia has been modest, and weighted to the performance of just seven...

Lendlease (ASX: LLC) is one of the most compelling opportunities on the ASX today. While all the attention has been on the company's (now sold) engineering business,...

July is a natural time for us to review the financial year just past – both in terms of The Montgomery Fund as well as the investment journey of the broader market....

The ASX200 Accumulation Index, which combines share price appreciation with dividends paid, closed off FY21 with a total return of 27.80%. It wasn't the best...