ASX 100

We recently undertook a three-part webinar series entitled ‘Quality stocks in focus’ which provided updates on how we are positioning our portfolios in the current...

With the price defying analysts’ predictions of a sharp drop and BHP saying this week that it no longer expects “an abrupt step down”, juniors such as Fenix and Strike...

If you think big caps are the only defensive stocks, think again. Small caps have led the way to a recovery, proving that they really can be resistant to external...

Investors have had to pay up for defensive stocks including healthcare stalwart CSL in recent times, but there's a solid supporting argument for this price premium....

Investors have celebrated the growth story of Pro Medicus, shares in the stock have surged from $2 to $23 in the past five years. The company appears expensive, with a...

When it comes to investing, we’re not big fans of airlines. But in the case of Alliance Aviation Services (ASX: AQZ), we’re happy to make an exception. You see,...

Volatile markets often present outstanding opportunities, and this year’s have no exception. During the sell-off earlier this year, we took the opportunity to add two...

WHAT MATTERED TODAYA busy day on the desk with a heap of reports to get through plus a few things bubbling away on the corporate side. Healthcare the standout...

COVID-19 battered retail real estate names as tenants were forced into lockdown and activity was halted. It also compressed social trends that ordinarily would have...

At a high level, the commodities sector appears to be a bright spot in a market ravaged by the pandemic. The S&P/ASX Metals & Mining Index has advanced 7%...

Being one of Livewire readers’ 10 most tipped big caps, technology company Altium (ASX:ALU) has high hopes among our audience. The company rounded off FY 2020 with...

Welcome to the second episode of '4-minute Monday', a special series from Nikko AM built around ASX reporting season. Each Monday, I sit down with the team and...

Shareholders in Australia’s largest bank, the Commonwealth Bank of Australia, would have been relieved to read that the bank has delivered a decent full-year result –...

Welcome to the FNArena Reporting Season Monitor for the August result season 2020. The Monitor reports ratings and consensus price target changes, along with brief...

Property advertising platform, REA Group (ASX:REA), was one of the first businesses to announce its results this reporting season. Given the COVID-related restrictions...

We've been talking about MM’s reflation outlook a lot recently i.e. we anticipate inflation will finally rear its head courtesy of the unprecedented degree of...

Looking at the sharemarket’s performance over the last few months, some would be tempted to assume that the worst of the economic damage inflicted by the COVID-19...

Just as different countries around the globe exude different fashions, cuisines and languages, investors too seem to portray different traits and preferences...

In one of the most significant events in digital health history, the merger of two of the largest publicly traded virtual care companies, Teladoc (NYSE: TDOC) and...

Welcome to the first episode of '4-minute Monday', a special series from Nikko AM built around ASX reporting season. Each Monday, I sit down with the team and...

The COVID-19 crisis has seen banks slash dividends, two of Australia’s big banks deferring dividends indefinitely. There is looming uncertainty as to whether banks...

Welcome to the FNArena Reporting Season Monitor for the August result season 2020. The Monitor reports ratings and consensus price target changes, along with brief...

Markets have rebounded strongly from a sharp collapse in March, with many stocks now trading at new record highs. This has been driven in part by central bank...

Corporate earnings have not been front of mind for share market investors over the year past.Last year’s August reporting season marked the weakest performance for...