ASX 100

The global search for yield has found its way to all corners of risk asset markets. Anything with a demonstrable short-term coupon has been bid up in price and bid...

Proposed revisions to capital adequacy and measurement of capital (APS 111) manageable for the majors. APRA has growled and launched a review of the capital treatment...

Brief recap of what has transpired across the Australian share market since January: upon an initially tepid recovery from deeply oversold levels, equity markets put...

In the first part of this series, we discussed the emergence of a new generation of Offshore Growers. So why have the Offshore Growers succeeded now when the past is...

We have discussed our Telstra investment view in earlier commentary and we don’t believe much has changed in relation to our long-term expectations. However, the most...

Two years ago battery minerals, and in particular, lithium, were all the rage. Orocobre and Galaxy Resources were up ~5x and ~37x respectively in a few years, and it...

IDP Education (ASX: IEL) places international students into Australia and other key English speaking destinations, while also administering English language...

The Retail sector is facing well-known headwinds, however, some stocks have defied these to post strong gains, because as we hear in this discussion, 'results can be...

Passive investment strategies continue to gain in popularity as large quantities of funds across the world are being invested in them at a time when most active...

Morgans large-cap best ideas are the stocks we think offer the highest risk-adjusted returns over a 12-month timeframe, supported by a higher-than-average level of...

Qantas Airways and Chorus are two stocks that generate superior free cash flow, according to Mark Landau, Joint Managing Director and Chief Investment Officer at L1...

The Australian Focus List contains our top nine stock picks across a diverse group of sectors including Diversified Financials, Software & Services, Internet,...

A good session for local stocks to finish the week thanks mostly to some improving rumours out of the US-China trade talks. Reports are now indicating a partial deal...

Value stocks have registered a long-absent pulse recently, with a strong swing toward the theme in the US through September, and closer to home, several value...

A roller coaster ride in today’s session, with mixed reports that Chinese officials will stay for the course of the trade talks then after a short time, we see reports...

Most investors have clear memories of Australian companies expanding offshore. The big acquisition. The hype. The hope of escaping a small domestic market. But time...

A softer session locally following weakness overseas, although we did see the worst of the session early on with the market bottoming out at 10.30am before it grinded...

We've identified ten stocks with a market capitalisation above $1.0 billion which we like over the next 12 months or so for private investors. The ten stocks include: ...

Atlas’ default position on new IPOs (initial public offerings of new companies) is one of scepticism. However, occasionally a great IPO comes along – either for a...

Not a lot happening across markets today, although the ASX did grind higher again on the session defying the negative lead in from the US. Last week the market was...

Telstra, NAB and AMP have cut their dividends... so, which 'bluechip' will be next on the chopping block? With the majority of ASX dividend income coming from a very...

We select our preferred stocks from our mid and small cap company universe, as well as provide an outlook for the economy and equity market. Click through to the...

As with most industries, real estate is evolving. Retail real estate has historically been the dominant real estate asset class, but due to the competitive impact of...

There’s a Japanese proverb that says: “Fall seven times, but stand up eight”; in other words, perseverance is what wins. And with emerging companies, it is almost...