ASX 100

It's clear that rising rates haven't been great for local and global share markets. High P/E names, those that have led the world's major bourses over the past few...

After looking good yesterday the ASX has flipped on a dime and sold off hard today following a poor night overseas thanks largely to weakness amongst the retail...

A solid session for the ASX with the market keying off a positive lead from US stocks, however, what was also obvious was buying of the intra-session dips that...

As the Kenny Rogers song goes, "You've got to know when to hold 'em and when to fold 'em." For James McFall of Yield Financial Planning, that very line is what's...

Well, well, well. We have seen an absolute bloodbath to start 2022 - and it doesn't look to be stopping anytime soon. The S&P 500 has fallen nearly 16% year to date,...

The ASX edged higher today thanks largely to buying in the Energy & Materials stocks while the Utilities were also strong. US Futures ticked up during our time zone,...

It’s amazing to think investors would ever stop caring whether a company was profitable or not, but it seems to happen every cycle, usually towards the latter stages...

The market was strong early with futures rallying ~75 points at the outset however weaker than expected data from China saw the market roll over mid-morning. IT...

For many years, the ticker for dental group 1300 Smiles appeared in one of my ‘highly profitable’ stock watchlists. Checking this watchlist is no longer the same, as...

The first half of 2022 has been marked by a surge in safe-haven buying (namely, bonds and the US Dollar) at the expense of growth stocks. If you need any proof of how...

In case you missed it, in this episode of Buy Hold Sell, Livewire's Ally Selby is joined by TMS Capital's Ben Clark and Tribeca Investment Partners' Jun Bei Liu for a...

At ECP, we spend a lot of time researching exceptional businesses, looking for rare combinations of competitive advantages that create conditions where strong...

The market was in a holding pattern today ahead of important April inflation data in the US tonight – that number will likely drive the next leg up or down in bonds...

The value investment style has faced material performance headwinds for a prolonged period, as evidenced in the long run of relative underperformance of Value-style...

An interesting session for the ASX with the futures indicating an open down ~100 points, however, that was short-lived with some large volume through the SPI...

The unavoidable levels of volatility that accompany valuations propelled to unsustainable levels by ill-considered policies may test the resolve of investors, when...

At the time of writing this article, a major war in Europe was entering its fourth week and the US Federal Reserve had increased interest rates for the first of...

Jim, like many of our readers, spends his days investing and thinking about markets. But unlike many, he does it aboard a boat.  Jim and his wife, Adriana, have been...

Broad-based selling continued for a second session as investors feared higher for longer inflation and a slowing global economy. Shares in resources companies were...

The Platypus team has always liked the health sector because it provides earnings certainty and offers defensive and quality characteristics that appeal to investors...

Suddenly we’re all talking about inflation – particularly food inflation, which has been spurred on by the recent floods. This ‘new normal’ should play well for the...

Whether you are a self-confessed "greenie" or adamantly believe that fossil fuels are not destroying the planet, there's no denying that a hell of a lot of money is...

The local market copped its biggest hit since February today, falling to a 6-week low after the US market tumbled overnight. Yields were higher again, on the back of...

The makeup of the Australian stock market is probably best summarised in a three-word phrase: houses and holes. Last month, the major miners handed down their...