ASX 100

Up-and-coming hedge fund manager Omkar Joshi isn't fazed by two factors that to others in the field could be considered the Holy Grail of investment management:...

Investors should position their portfolios to benefit from three tidal waves ready to take the market - and the world - by storm in order to be successful over the...

Legendary investor Stanley Druckenmiller has launched a broadside at Jerome Powell’s Federal Reserve economic strategy. Kicking off in an OpEd piece in the Wall Street...

Once the darlings of the ASX, the WAAAX stocks have recently tumbled from their throne. It would appear the hullabaloo around inflation (utter kryptonite for stocks...

The iron ore market has continued to boom since my note in late August last year with the benchmark 62% price hitting USD220/tonne, a far cry from the ~USD120/tonne...

For all the leaps and bounds in medical science, the know-how behind detecting diseases hasn’t changed much in decades – or even centuries. Take X-rays, which are...

Responsible Investing has been around for a long time, but the COVID pandemic seems to have transformed it into a secular trend that could become the dominant strategy...

It’s become impossible to ignore extreme weather phenomena. In Australia, uncontrollable bushfires, storms and floods destroy people’s homes and possessions far too...

In a market where an increasing proportion of the winnings are going to a decreasing proportion of companies, it can be difficult to consistently find quality stocks...

'Jobs and growth' was the (in)famous mantra penned by the Turnbull government and it is a fitting way to describe today's IPO Watch target. In the third instalment of...

After more than two decades working in funds management, Fidelity International's James Abela has proved himself a force to be reckoned with. The portfolio manager's...

Sprott’s spot plan a strong tailwind for Boss. Plus, copper stocks show uranium peers what boom times are like as investors throw cash at them. It’s game on in the...

Back in February 2011 my estimation Woolworths' intrinsic value put it at $23.36. At the time the company traded for $26.42, a 13% premium. Six months later, the...

The outlook for income investors looks remarkably bright, especially when you consider how things were looking just six months ago. Today, Westpac outperformed...

I covered Westpac (WBC) a year ago almost to the day on this forum (click here to view) with the conclusion being: The case to buy banks into current weakness with a...

Clear trends and themes have emerged in investment markets as a result of the pandemic and its effect on discretionary and non-discretionary spending and where we...

Plus, Legend and Breaker show why patience can be a key ingredient in exploration and impending float of Black Canyon to give manganese-hungry investors another...

Following Medallion Financials recent Livewire education piece “How to transform your portfolio” , I thought this Wire would be worthwhile in order to add further...

Unless you’ve been living under a rock, you’re probably aware the performance of value stocks outstripped growth at the end of last year, for the first time since...

I hate losing money, as most do, however being prepared to put capital on the line, to take a risk, and at times come out on the wrong side is the reality of...

The majority of Australians' portfolios, for better or worse, suffer from a little thing called "concentration risk". In fact, Medallion Financial Group's Michael...

Few would have predicted it a year ago but house prices are booming again. Twelve months back, coming off the longest housing boom in Australian history, residential...

What's the first thing that comes to mind when you hear "shorting"? For me, it's every finance fanatic's favourite film The Big Short. Or, if you twisted my arm, the...

Owners of Crown hybrids (CWNHB) have one heck of a bet on their hands. Given the current price, holders have taken a strong view that they will be redeemed on or soon...