ASX 100

We have now completed the first quarter of FY2020 and of LMIs tracked by IIR the Small Cap focused LICs were the standout. The Small Cap focused LICs managed to return...

Aristocrat Leisure (ASX: ALL), one of the world’s largest manufacturers of gambling machines, has been a stellar performer over the past five years, rising some 400...

Given the unprecedented low level of interest rates in 2019, we believe the one thing investors cannot ignore in 2020 is stock selection based on fundamental value. ...

The market was strong on open this morning although the optimism faded from around 11am onwards, stocks declined from early highs to finish up but not convincingly so....

Mark Landau is the joint Chief Investment Officer of Melbourne based boutique fund manager L1 Capital. L1 manages five strategies across global equities, Australian...

The notion that the junior mining and exploration sector has lost out to the cannabis and tech sectors in the competition for the speculative investment dollar – and...

Against a backdrop of the WAAAX stocks, and growth stocks more generally, misfiring in recent months, we sat down with Sudhir Kissun at Allan Gray to ask how investors...

Not all businesses paying a regular, reliable income reside in the ASX-50. There are many mature, stable companies capped at a few billion dollars that pay a robust...

Right now, the biggest names in Australian funds management are descending upon the Sydney Opera house ready to pitch their best investment ideas at the 4th Sohn...

As we approach the final weeks of calendar year 2019, the global investment community remains as polarised as ever on what to expect next and how best to position...

While the big four banks have struggled recently, investors in the big miners are having a great year, enjoying strong income and capital gains. In this wire, we get a...

A tough day at the office with the market hit hard, pretty much all day. The banks in the firing line thanks to a new Austrac law suit filed against Westpac refocussed...

“We are late in the cycle.” Lord only knows how many times I’ve heard that phrase used in the past few years. People were using it as far back as 2012 in the...

A slowdown in global dividend growth is underway, according to the latest Janus Henderson Global Dividend Index (Index). This trend began in the second quarter, as...

Our global equity team has an investment philosophy that’s centred on the search for Future Quality in a company. Future Quality companies are those that are able to...

Jun Bei Liu has a passion for learning. Born and raised in China she learnt how to speak English and moved to Australia to complete her tertiary education at UNSW....

Last week in a note to our clients we discussed briefly the future of the Australian rare earths industry which has been given a boost by the US/China trade war and...

‘Narrative’ is a word we notice being used more frequently in market and investment commentary. Given how often it is repeated in this context we thought it worthwhile...

Ben McGarry’s formative years as an investor were spent on the ‘sell side’ pitching ideas to local fund managers. It was during this time that he met Phil Mathews, a...

The market finished the week on the front foot today as it traded to within a whisker of the 6800 handle on the back of some broad based buying. Increasing calls for...

Advanced explorers and emerging producers such as Aeon Metals and Todd River well positioned to benefit from the upturn.The year all but complete will go down as a...

With capital cheap and plentiful, ‘buy now, pay later’ seems an eminently logical strategy. But will it prove sustainable when the time comes to pay? Or is the...

Guys the latest episode of our very popular Complexity Premia podcast is live! You can listen on your favourite podcast app, or you can find it on Apple Podcasts here...

Over the past 20 years Wilson Asset Management has earned a reputation for identifying undervalued growth companies, typically in the smaller end of the market. In...