ASX 100

Well, that's a wrap on reporting season, and what a boomer of a season it was. Data provided by FNArena shows that February 2021 had the lowest percentage of companies...

Is it just me or are people forgetting the playbook? The conversations that I hear in lifts, on the street, in coffee shops...is scary. People are forgetting the...

In a reporting season where most company reporting was disrupted significantly by COVID-19 and changing consumer patterns – some positively and some negatively – it...

Welcome to the final instalment of the FNArena reporting season monitor. The Monitor reports ratings, consensus price target changes, and brief summaries of the...

Has Andrew Forrest’s iron ore money-printing machine Fortescue cracked the code? Has it made a big discovery at the Vulcan iron oxide-copper-gold prospect in the...

They’re not sexy but they’re dependable: Aussie banks and mining companies are overweight positions for Credit Suisse stock-pickers, as they walk the line between...

In the words of Curb Your Enthusiasm and Seinfeld creator Larry David, there is no denying that February's reporting season was Pretty, pretty ... pretty good. Nearly...

Cash rates are effectively at zero, term deposits aren't providing the income return that investors need but fortunately the Australian equity market is still at an...

In recent months, the US 10-year treasury yield has moved sharply higher from 0.5% to 1.5%. Whilst broader share indices have been stable, a great rotation is taking...

The local market defied the US's lead to have a strong positive day on the back of miners and banks. It was a global macro trade on the currency in a weaker than usual...

2021 has started in a more volatile fashion than 2020 did. It wasn’t actually until mid-March that 2020 saw volatility, although clearly, it was extremely volatile...

While investor interest in ‘battery metals’ has focused on lithium and graphite, copper has been the quiet achiever in terms of its role in the renewable energy...

The February 2021 company reporting season that concluded on Friday and was one of the more interesting over the past decade, coming as it does after the doom and...

This was a remarkably strong reporting season. Remarkable in that operating conditions for most companies were still very challenging given the stop-start economic...

Unlike those who champion the merits of a diversified portfolio, Claremont Global's head of international equities, Bob Desmond, has an entirely different philosophy. ...

This time six months ago, when I was sitting at my desk writing a wrap-up of the August 2020 reporting season, I recall using the words "uncertain" and "unprecedented"...

This month we take a look at the impact and recovery of listed managed investments (LICs and LITs) from the COVID-19 downturn in 2020. 2020 was certainly a...

Keeping one's pantry well-stocked (and getting in enough toilet paper to supply a regiment) was a key focus for most Australians during the height of COVID lockdowns...

What’s become clear from this global pandemic is that the global economy has been reset. That presents an opportunity for value stocks to rebound, as they typically...

At the conclusion of 2020, the market witnessed a rotation from growth stocks into value stocks. The reign of growth investing came to a standstill as value investors...

Welcome to another instalment of the FNArena reporting season monitor. The Monitor reports ratings, consensus price target changes, and brief summaries of the...

Local market bashed from the start and finished near the lows of the day despite a mini-recovery that couldn’t be sustained. There weren’t many places to hide as all...

Venturex among big winners as bumper copper price and placement to Bill Beament put strong wind in its sails. Caravel and Orion also pick up speed.The red metal copper...

Global markets have drifted this week, but the action in local markets remains very pronounced thanks to reporting season. This has delivered more hits than misses...