ASX 100

In the AFR today I write that for those willing to fade the extreme moves in financial markets during March, April offered up an immensely profitable case of so-called...

$5.7 billion of capital was raised this week across 33 placements, although it is worth noting that $3 billion of that tally is attributable to a single monster...

In response to the COVID-19 shutdowns, governments and central banks around the world have embarked on an enormous monetary and fiscal experiment, the scale of which...

And speaking of De Grey, Fraser Range pops up as a neighbour, adding another string to its bow.Leonora gold explorer/developer Kin Mining is back on the radar after...

A handful of stocks outside the ASX 20 have proved especially popular during the COVID-19 induced stock market rout and (contentious) recovery, according to data...

The Australian iron ore industry is world-class. BHP’s iron ore operation in Western Australia is one of the world’s great businesses. Return on capital employed of...

The recent volatility in global corporate bond markets has caused some long-standing pricing relationships to dislocate. In this piece we will highlight why a) US...

Altium is a highly profitable growth company that operates in the global engineering software applications market, with a specialisation in the Printed Circuit Board...

When Freehold Investment Management was established in 2010, we set out to offer investors an opportunity to invest in a portfolio delivering sustainable income and...

Xero provides affordable accounting software for small and medium-sized enterprises (SMEs) that is entirely cloud-based, outmanoeuvring slower incumbents that retain...

National Australia Bank’s move to go cap-in-hand to shareholders has tipped coronavirus-induced equity raisings on the ASX well past the $10 billion milestone. For...

In times of crisis, top quality management is more important than ever. There is no script to follow and few parallels to draw from history for these unprecedented...

Airports, toll roads and container ports are crucial for the Australian economy. They often operate as monopolies in their particular regions and can offer stable and...

The ASX200 is fighting hard to end April on a high note although one hugely influential sector is creating an enormous headwind - The Banks. When our market closed...

Macquarie floated on the ASX back in 1996 with 1,700 staff supporting an asset base of $5 billion. Since then an additional 13,000 staff have been employed and the...

Fortescue Metals Group shares have doubled since April 2019 when you include dividends. Earnings have significantly exceeded market expectations over that period...

This last month or so has been a particularly challenging period for a lot of market participants. As a fund manager, volatility spikes can be disconcerting especially...

An interesting notion I came across in my Zen training is that all phenomena are dependent on, and penetrated by all other phenomena. Looking at a flower, for example,...

In 2019, nobody would have expected the likes of Cochlear to hold a capital raising anytime soon, but in the midst of a severe and sudden collapse in earnings, they...

The market has become a different place since we published the findings of our annual Predictions and Top Picks survey in January, and it's time to revisit the stocks...

They’re making Qantas Airways (ASX:QAN) their largest portfolio position, snapping up shares in a sector whose fundamentals are being torpedoed, and underweighting...

If you’ve been to your local shopping centre lately, well, I’m surprised. Deemed essential services, they remain open but have the feeling of a ghost town. Footfall,...

The combination of infrastructures attractive fundamentals, long-term structural growth opportunity, the COVID-19 response and beaten-down stock prices following the...

And the squeeze on supplies of zinc concentrate is likely to prompt smelters to offer strong support to those juniors hunting and developing the galvanising metal,...