ASX 100

The ASX was looking promising this morning with futures implying a start to trade up +40 points however that quickly evaporated as the more influential sectors of...

It’s every fund manager’s quest to find undervalued gems in the market, particularly quality companies that can compound growth into the foreseeable future. In today’s...

With the average Sydney pile now worth more than $1 million - with a broken drain the only water view - it’s an odds-on bet that the next financial meltdown will have...

Today's income investors might be forgiven for thinking the old certainties are not only upside down but all over the place. It's bewildering. Asset classes that...

This morning, the ASX opened better than the overnight market was implying before a sell-off in US Futures saw the index drop around 60pts between 11 am to midday...

With interest rates are at record lows, investors may be tempted to chase high dividend-yielding stocks to replenish lost income in their portfolios. However, chasing...

In the first part of this collection, we learnt what drives outperformance in founder-led companies. We then discussed the main risks to consider and the industries...

Since early 2021, we have had the view that we have entered a new Mergers and Acquisition (M&A) super-cycle. In this wire, I will explain why we believe this...

QVG Capital presented a webinar last week which included a segment from our Long Short Portfolio Manager Josh Clark. One slide in Josh’s presentation elicited more...

When it comes to founders, it is often the most eccentric that find themselves in the headlines.  By consequence, many of us would be familiar with Elon Musk, Jeff...

The pundits were right, for once: the laws of market gravity were always going to catch up with the price of iron ore, which in a matter of weeks has tumbled more than...

The nuclear fuel precursor is currently seeing something of a "bubble", but write-off uranium at your peril says Michael Goldberg of Collins St Value Fund. And he’s...

"In the race of life, always back self-interest - at least you know it’s trying" Jack Lang Anyone who has listened to my colleague Rob Tucker in the past 12 months...

Are you struggling to generate enough income out of your investments in the stock market? Are you tired of watching your term deposits dwindle away? Well, my friend,...

Warren Buffett once said that "if you don't find a way to make money in your sleep, you will work until you die". While some may find this adage crude, it is a...

Since General Property Trust became Australia's first ASX-listed real estate investment trust 50 years ago, the pitch has barely changed. Australian real estate...

With a fierce commitment to legacy comes a natural resistance to giving up control. A big positive of founder-led companies we previously discussed was their tendency...

The iron ore futures price's pause for breath around US$100 dollars a tonne has left the market hunting for clues on the direction for the iron ore complex. The majors...

Many Australian companies offer the allure of healthy dividend payments, ie, income, plus potential share-price growth. But that's not all. Australia's franking...

Over the last 12 months the Australian equity market has been supported by a strong cyclical earnings recovery, unprecedented fiscal support and an extraordinarily...

It’s Tempranillo all round, as El Simich solves miner’s big problema with purchase of long-life copper asset on attractive terms. Sandfire (SFR) has had a problem ever...

It was a strong day out for the index, gains in technology and energy leading the way. Healthcare and Materials were the main laggards, but still eked out gains of...

Private investments are increasingly drawing the focus of some of the heaviest hitters of the investment world, including Oaktree Capital, Berkshire Hathaway and,...

The market was down early, but news that China’s central bank boosted its daily liquidity injection, plus confirmation that Evergrande had reached an agreement with...