ASX 100

They say a picture tells a thousand words and the story for UK financial sector investors could not be more depressing going by the below chart. A theoretical $100...

SWINGS AND ROUNDABOUTS COVID-19 has caused significant swings in pricing among almost all asset classes. Much of the pricing action intuitively makes sense, some of...

Plus, Rex’s strategy to diversify from tardy crow eaters pays dividends and Covid creates opportunities for counter-cyclical investors in the likes of potash explorer...

Relief from the COVID-19 shutdown appears to be getting closer as governments in Australia, and other parts of the world, plan for how society looks coming out of...

For two fund managers to disagree on all stock ideas is pretty rare on Buy Hold Sell, but this happens to be one of those moments. Matthew Kidman hosts a discussion...

The depth and duration of the global COVID-19 pandemic and the resultant global recession is far from clear. However, after examining all of our analysts’ buy-rated...

Imagine making the tough choice between forcing yourself to work and make ends meet or staying at home at the cost of going broke. Welcome to the United States of...

On the 24th April, I published a quick update on the progress of the 'Most tipped big caps', the ten stocks that got the most votes in our reader survey at the start...

Among the more obvious victims of the COVID-19 pandemic have been the world’s airlines. In Australia, Virgin Airlines in April became one of the first large businesses...

‘Think straight, talk straight’: the motto of Arthur Andersen. The unflinchingly high standards which built the company from early in the 20th century gradually gave...

The unfortunate recent underperformance of value has many investors calling the end of value investing as a style and suggesting that it is structural not cyclical....

Investing has become a game of chicken in the eyes of some investors. Has COVID-19 become a buying opportunity? Have we seen the bottom, or is the worst yet to come?...

Australia’s political leaders are making critical decisions daily. The greatest of these is striking a balance between a potential spike in deaths from Covid-19 and...

Investing in small cap mining services firms is not for the faint hearted given their exposure to the commodities cycle. But with the sector down around 40 per cent...

Plus, $22m Fenix prepares to cash-in on Goldilocks iron ore environment and Sunstone to be a big winner from a re-start of mining in Ecuador. Having a 2.8...

Value stocks have been long forgotten. But during this bear market, will they be remembered by investors and come back into vogue? In this episode of Buy Hold Sell,...

Something happened on the weekend that made me think about what is happening in share markets. On Saturday I went for a long walk, which took me to a national park...

So far at least, the leading resources stocks have been a shining headlamp of hope down the dark and deep pit of the COVID-19 crisis. The crucial iron ore sector has...

Offices are going extinct. Shopping malls are going to become ghost towns. These are some of the theories being bandied about by investors looking to the other side of...

As countries around the world slowly begin to ease lockdown measures, what impact will this have on the global economy and the appeal of different investment sectors...

It’s not all bad news. Interest rates are low, Australian corporate balance sheets at the big end of town are generally strong, the Australian government has a strong...

The effects, impacts and dislocations of the COVID-19 pandemic have been felt very heavily in the investment markets, and the fluttering of the black swan’s wings has...

Those that tipped Westpac (WBC) as a big cap to do well in 2020 have some catching up to do. Australia’s second-largest bank, and 4th largest listed company, has...

In looking at the health of the Australian economy and its ability to recover from Coronavirus shutdowns it is easy to focus on the big end of town. The insolvency of...