ASX 100

Oil remains in a holding pattern between USD40-45/bbl as the 7.7mbpd OPEC+ supply reductions balance demand, which is currently ~10% below pre-COVID levels. In...

When Afterpay (ASX: APT) first hit the ASX boards, tapping the public market for capital was really the only way for an early-stage Australian company to scale up,...

A couple of beaten up travel firms and a promising labour hire outfit are part of the unmissable opportunity of this “most hated bull market,” says Monash Investors’...

The Covid-19 crisis has brought with it many predictions about the demise of the Australian consumer. But time and time again since the pandemic began, the reality has...

Picture 8,000 Boeing 747s crammed with glass vials and syringes – no, it isn’t a novel solution to airlines’ COVID woes, but a stark illustration of the logistical...

While it’s already had a significant impact, the Australian technology story is only just beginning, and many innovative businesses are poised to take on the world....

Perpetual Investments' Deputy Head of Equities, Vince Pezzullo is clear about the stocks he wants to invest in. He and his team like companies which provide structural...

Having started in funds management right after the ’87 crash, Anton Tagliaferro thought he had a good grip on the business cycle. Economies boom, stock prices go up,...

BHP’s nickel chief paints very bullish outlook for his metal while Mincor tells Diggers & Dealers why it’s perfectly placed to cash-in on this forecast boom and...

With a growing army of investors hungry for knowledge and insights, we're getting more and more queries to cover specific stocks from fans of Livewire. In this episode...

2020 may variously be described as surreal, unprecedented and good test of investment fundamentals. For star Australian fund managers Geoff Wilson AO, Founder and...

Future Generation, the investment vehicles setup to help fund charities that support children and youth at risk and youth mental health is proud to host the Future...

One year ago, we published an article titled “East Coast Infrastructure – Worst Boom Ever?”, which highlighted that despite the significant hype behind the...

The global economy is emerging from a pandemic-led recession in the first half of 2020—the deepest in modern history. While growth in the latest...

For anyone who has followed the ASX telco sector in recent years the challenges presented by the rollout of the Government’s National Broadband Network (NBN) has been...

In Australia, we've always tended to think of bank stocks as the sleep at night option, ‘a buy and put it in the draw kind of investment’, because they've been so...

The ramifications of Covid-19 have been felt across economies around the globe, however, it has become evident that not all sectors have been treated equally. With...

After 21 years, long suffering NABHA holders can finally see the end of their bumpy journey. Whilst NABHA holders have received what was required from their...

When a stock has been in your portfolio for a while, it’s easy to get attached to the position and ‘anchor’ yourself to old information. In recent years, Simon...

In my AFR column today I explain how the big banking bear, Perpetual's Anthony Aboud, has closed out his shorts and got aggressively long the major banks (or via...

Yesterday the Healthcare Sector rallied +2.6%, only beaten on the day by the IT stocks, its been a while since this previously loved group has caught my eye in the...

After a bumper year, the Goldfields air is thick with anticipation, if not planes. A “potential show-stopper” from Chalice and Greatland on finding gold in the Pilbara...

It goes without saying that the outlook for markets and the global economy is highly uncertain due to COVID-19. The bulls believe we're in for a V-shaped recovery in...

At ECP, we continually assess the quality and the sustainability of our investments to evaluate the strength of their competitive advantage through time. Xero is a...