ASX 100

For outsiders, Brexit is the show that keeps on giving. For the stoic British, a source of much frustration.From an investment perspective, Perpetual Investments has...

Uday Cheruvu, Portfolio Manager of the Australian Companies Fund, says he has sold out of Australian banks as they are coming under a quadruple threat from capital,...

It’s a nightmare come true for the boards of an increasing number of well-known ASX listed companies: a short seller takes a position and then airs a research note...

The market backed off from early highs today which came in at 6779, the highest point for the ASX 200 since August, a drop of -26pts from the intra session milestone...

As highlighted in the recent results announcements from Australia and New Zealand Banking Group (ASX:ANZ), Westpac (ASX:WBC) and National Australia Bank (ASX:NAB), the...

It’s often said that’s its darkest before the dawn and that certainly applies to markets. Only a few weeks ago bond yields were hitting record lows and the equity...

A bullish day for the Australian market to start the week with a strong rally in the healthcare sector underpinned largely by CSL which added +3.53% thanks to a UBS...

Some of the more commonly cited benefits of ASX small-cap investing include access to emerging companies, greater diversity in company types, and opportunities for...

Today I write that while there are reasons to be optimistic about the next 12 months, being psychologically fractured in your thinking is no less important. More...

In the past week, we have seen three retail banks: ANZ Banking Group, Westpac Banking Corporation and National Bank, announce disappointing dividend results. ANZ...

A two-pronged strategy of taking strategic equity positions in companies with brownfield gold discoveries in parallel with exploration in its own right is making DGO a...

The popular WAAAX stocks – Wisetech, Appen, Afterpay, Altium and Xero - saw their collective market cap increase more than twenty-fold through the last three...

A strong day for local stocks with the out of form Australian banks keying off an inline full year result from NAB this morning – more on that below however that...

The Australian IT stocks had became so popular in recent times that the dominant players were named the WAAAX stocks i.e. Wisetech (WTC), Appen (APX), Altium (ALU),...

Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They...

While investors feel at ease turning to big caps for income, they sometimes forget a company doesn't need to have a $50 billion market cap to be a stable, mature and...

What if there was a Melbourne Cup of Listed Investment Companies? Who would make the starting line? Who would win? We have analysed the field of well over 100 LICs....

A choppy session to start the week although considering that Westpac (WBC) was in a trading halt to raise $2.5bn in fresh equity after reporting results this morning,...

It is time to unveil a new expectation: if the RBA continues cutting through conventional and unconventional means, which is our central case, I expect that this...

After opening lower this morning , the market chopped around in a tight range till around 11am before finding its mojo and rallying strongly in the afternoon session...

Let's take a baseline retiree as an example – An 70 to 80-year-old Australian couple with $1m to live off in a house with no mortgage in a zero tax environment. They...

There is a special cluster of industrial mid-caps on the ASX that are perennial crowd-pleasers, stocks that under-promise and over-deliver every reporting season,...

The final trading day of October was a another negative one for the ASX capping off a negative month overall for the market with the ASX 200 down -1.18%. Today it was...

A calmer mood in geopolitics, a shift in trend for bond yields, and WeWork popping the unicorn bubble; all have been cited as drivers of the marked rotation from...