ASX 100

Even at the best of times, building a new portfolio from nothing is a challenging task. But for Chris Stott, Chief Investment Officer at 1851 Capital, the challenge...

The COVID-19 pandemic may have proved volatile for investment markets, but it also appears to have opened the door for new and existing investors seeking...

While it was clearly a risk off session following the -730pt slide by the Dow Jones on Friday, the selling wasn’t aggressive and Futures have rallied strongly into /...

In this report, our analysts share their sector view and top stock picks for FY21 across a range of sectors including banks and general insurers, LICs and LITs,...

For Marcus Padley and his investors, it’s been a remarkably good six months during a year in which markets are straddling the boundaries of health, economic and...

33 placements were completed this week, raising a total of $1.7b in fresh equity. The bulk of this was for Qantas, but a resurgence of small cap activity filled the...

Technology may typically be thought of in terms of computers and communications but its use in the sphere of biotechnology is saving lives and changing how we treat...

It's been a turbulent year for the retail sector with the large dispersion between different parts of the market. Recently, we've seen a number of updates. ...

After a strong rally the so-called ‘easy money’ has been made. From here, it is a stock pickers market as each business and industry is going to recover (and, for...

The Ian Gandel-led sharemarket star is now onto a high-grade pod at its Boda porphyry in NSW while Tomingley looks set for a new lease on life and the rare earths...

Investors in traditional ASX 200 dividend stocks are expected to receive chump change over the next 12 months as companies "deny, defer or diminish" payments, as Nikko...

In a recent meeting with IDP Education (IEL), we explored the opportunity for management to unlock significant value in the IELTS (International English Language...

Demand growth for healthcare services is not tied to the economic cycle, which all else being equal, has historically made healthcare companies attractive investments,...

What one investor may consider a contrarian idea now, may have incredible rewards in the future. Take SEEK for example, a contrarian idea back in 2014, yet now...

"It does feel like FOMO is back": Those few words encapsulate just how worried Rhett Kessler, the CIO of Pengana Capital, is about markets right now. Sentiment has...

The Australian market declined sharply from the 20 February high of 7,160 to the 23 March low of 4,536, and has since recovered to over 6,000 at the time of writing....

The Australian automotive sector was one of the hardest hit during the depths of the COVID-19 crisis. But with lockdown easing and traffic returning, the outlook is...

Soon after COVID-19 lockdowns were announced, central banks injected trillions of dollars of money supply into economies. This, combined with huge rescue packages from...

Plus, Pilbara Minerals’ chief Ken Brinsden explains why the lithium story is no flash in the pan, with many more big mines needed to satisfy looming demand wave....

No, we aren’t projecting a USD150/t iron ore price. Last year we wrote, A Different Kind of Portfolio Manager, wherein we argued Mineral Resources (MIN) was heavily...

Andrew McAuley, Managing Director at Credit Suisse Private Banking Australia, breaks the market cycle down into four phases. Phase 1 is all about panic selling, phase...

Investors have been spoilt for choice in recent weeks. The ASX200 raises have slowed down (for now) but there's still been plenty at the small/mid cap end for...

For Australian gold investors, times have been good over the last five years. But for investors in gold producers and explorers, the story has been even better. While...

The hunt for the next big NSW porphyry is hotting up, with the highly regarded team leading the RareX-Kincora campaign saying it’s the “hottest porphyry prospect”...