ASX 100

Surging commodity prices and a deep infrastructure pipeline support a positive medium-term outlook for contractors, a sector which has broadly lagged the market...

2020 has been anything but normal. We have lived through a global pandemic; survived enforced lockdowns; learnt to teach our children by ourselves; and have all became...

The next generation of Australia’s technology unicorns are galloping into sight, says Regal Funds Management CIO Philip King, and he’s betting at least a few of them...

Precious metal prices dropped sharply toward the end of November, with the USD price of gold falling by more than 6% across the month. This was spurred by investor...

The year 2020 presented a range of firsts for many, including a global pandemic resulting in a very short-lived but deep COVID-19 recession, exacerbated by government...

The 10% rally in the ASX200 in November set records as the biggest monthly move since the index was created. A shift in narrative from ‘if’ to ‘when’ a vaccine will be...

Just as many of today’s most successful companies started out as micro-caps, some of the current cohort of ASX-listed earlier-stage companies are now graduating to...

The Australian-dollar price is now higher than in its heyday of 2011, delivering big wins for investors in highly-leveraged juniors such as Fenix and Strike. And...

The rotation from growth into value is well upon us with many beaten down stocks now finding favour in the market. As the country returns to a semblance of normality,...

As we all know the Coal Sector was arguably the darkest corner of the market in 2019 with the likes of Whitehaven Coal (WHC) down over 70%. The fall was attributed to...

Telstra’s share price performance has been lacklustre over the last few years, as the loss of the company’s fixed line earnings to the National Broadband Network and a...

I recently picked my seven-year old daughter up from school, gabbling excitedly about what she had just learnt about solar energy. The drive home was punctuated with...

If the underlying purpose of investing is to preserve and grow your purchasing power, then the biggest conundrum is surely defining the value of a dollar – especially...

Keeping an open mind about stock selection will be crucial next year. If investors find a good idea, they must try to ensure perceptions about the short-term macro...

Wesfarmers’ (ASX:WES) trading update for the first four months of FY21 showed the robustness of its retailing businesses. Sales growth for its two best-known brands,...

An economic cycle shift from “hope to growth” bolsters the appeal of quality cyclical stocks during the more rapid post-COVID recovery into 2021, say SG Hiscock...

Back in May, we wrote about potential investment merit in Qantas, noting that, while airlines do not readily fit into the “exceptional business” category, we could see...

At the beginning of the year, we identified rare earth elements and battery metals as a key theme in our article “2020 Investment Themes & Opportunities”. The...

From a creator of medical products at the forefront of infection control, to a caravan-maker reborn as a modular building specialist – a handful of niche companies...

Surging demand for EVs is expected to see rare earths live up to their name, with prices reflecting the forecast supply-demand imbalance. This bullish outlook is...

The past year has shown volatility like no other. After hitting rock bottom in March, the market has shot up over 50%, in just nine months. Nail biting investors...

I had an email from a Marcus Today Member this week saying “I know you have said many times that the market is sentiment-driven, but at the moment the US market has...

2020 has been all about beta and understanding how the market trades in and around a pandemic induced recession. For AREITs there were obvious winners and losers from...

It should come as no surprise that 2020’s word of the year is “lockdown”1 according to Collins Dictionary. As COVID-19 swept the world, cities locked their doors to...