ASX 100

Why invest The simple answer to the fundamental question of why we invest is of course to make money. Perhaps to build personal wealth, or perhaps to build a...

Plus, our whisper last week on Rumble proved well-founded but don’t forget Zenith, Beament begins his goodbyes at Northern Star, Sovereign prepares for maiden rutile...

The last 12 months in markets have sure been wild. On average, the top five gainers across the ASX 200 returned a whopping 371.5%. And no to you cynics out there, that...

Back in early 2011, something odd was happening in the Australian share market. Equity strategists at local investment banks and stockbrokers were predicting strong...

The continuing rally in equities of all stripes is increasingly being greeted with catcalls and market dissidents declaring the advance outsized and illogical. Media...

Not for the first time, the listed waste management sector is in the throes of ownership upheaval as investors await the fallout from this month’s proposed $20 billion...

One of the themes we have been covering extensively for the last 18 months is electric vehicle/renewable energy mass adoption, and its impact on the battery metal...

In June 2018, Telstra (ASX:TLS) announced its Telstra2022 strategy, aimed at simplifying its operations and product set and reducing its cost base. At the time, we...

A tech start-up may not be the most conventional place to begin a career in investing but it has certainly suited David Moberley of Paradice Investment Management. He...

I wrote last month that Forager has been selling some wonderful business over the past few months. That has been controversial for some of our clients. Never sell a...

If you invested $1000 in CSL on this day 20 years ago, it would now be worth $21,560. In 2001, CSL was a relatively small company and has grown over the last two...

Low interest rates, record-breaking consumer savings and a seemingly never-ending stimulus package have blended together to create the perfect conditions for a global...

It was Albert Einstein who reportedly described compound interest as "the eighth wonder of the world", dubbing the process the universe's most powerful force. Whether...

Plus, there is a buzz around Rumble’s impending zinc-lead assays and IGO prepares to start drilling at Boadicea’s Fraser Range plot. The copper stocks weren’t in...

Twelve months on from the COVID-19 led market correction, the rotation to value stocks has continued as further economic re opening beckons. Locally, Consumer...

Here we are at the Q1 checkpoint to see how our peloton of fundies has performed so far. Who is leading the pack and who will be left in the dust this year? But first,...

Despite its strong run, the Allan Gray Australia Equity portfolio remains heavily tilted towards beaten-up cyclical companies, as their decade-long underperformance...

Twenty-one years ago, at the beginning of the millennium, the ASX-20's top stocks were primarily financials and telcos. In the 21 years since, we've seen the top 20...

The inevitable march away from fossil fuels towards low- or no-carbon alternatives will bring about many changes in the world, but perhaps no sector of the economy...

Over five years, all ASX sectors are up with the exception of Telcos, where Telstra has been the perennial laggard. Over the past Covid year, however, more balance has...

With our international borders still resolutely padlocked, the absence of foreign students poses an ongoing existential threat to our universities and other parties...

What’s an aristocrat? For me, the term conjures stereotypes of high-born wealth. And, curiously, a line from the famous Johnny Cash song Folsom Prison springs to mind:...

After one of the longest periods of underperformance in history, governments and central banks' response to the COVID-19 crisis may well have ushered in a new era for...

International and ACCC controversies be damned! Google still led Livewire’s reader global picks by a large margin in the first quarter of 2021. What am I talking...