ASX 100

Looking at the top 20 this Sept / Oct vs last year, we can see that they’re paying +$1.94b more than the Top 20 last year – an increase of +12.6%. So, the increase we...

Saracen seen as a shining example of the silver lining in recent gold sell-off. Plus, a raft of juniors are on the potentially-lucrative porphyry trail, including Hot...

Over last 12 months listed investment company (and trust) discounts have widened and, where they existed, premiums have narrowed or turned into discounts. This waxing...

The ASX undid all the hard work from early in the session to trade flat early in the afternoon before strong futures led buying in the match helped the index close...

All investing strategies need to evolve with market conditions, and in particular to the current stage of the cycle. So in constructing an income portfolio to perform...

Overall economic growth and lower interest rates remain supportive for equities but the outlook, particularly this late in the business cycle, is becoming more...

It was a somewhat unique situation to be interviewing a former colleague when I sat down with Marcus Bogdan, CIO at Blackmore Capital recently. So, I have been across...

A lot has happened in Australian banking in the last 6-12 months. The Royal Commission’s final findings were released while the regulators have toyed with higher...

It’s hard not to feel a little like Guy Montag in Ray Bradbury’s Fahrenheit 451 at present. The world has a decidedly dystopian tinge as negative interest rates and...

In Australia we’re fortunate to have some very talented women in funds management. Catherine Allfrey is one of them. After a chance encounter at a Wesfarmers event in...

Only a decade removed from the Global Financial Crisis (GFC), it may seem a bit counterintuitive to label banks as more of a ‘cushion’ than a ‘cause’ of the next...

Today I explain why this housing boom is very different to its predecessors, and should not constrain the RBA from cutting rates further to hit its inflation and...

Spare a thought for Wesfarmers’ boss Robb Scott.To the surprise of no one, shareholders in Scott’s $776 million lithium takeover target, Kidman Resources, voted...

On the micro-level, a failed or splendid financial performance release can have a noticeable impact on a company's share price up to three months down the track.On the...

In the current low growth environment, it is stocks with superior quality and earning power that are delivering great results for investors. Strong management,...

‘Post Earnings Announcement Drift’ (PEAD) is a well-documented phenomenon describing the tendency for stock prices to move for weeks or months after results as the...

When it comes to the high multiple tech stocks with ‘cloud’ based subscription models, investors can’t be accused of taking the “Mr in between’ approach. The profit...

FY19 proved to be a difficult year for earnings, excluding Financials, Utilities, Resources and REITs, earnings contracted 3.0%. However, fewer significant misses from...

Stocks had a choppy day overall despite closing flat on the session, some large lines in the futures markets seemed the catalyst with the SPI Futures trading in a...

Stocks were down early this morning tracking weakness in US Futures following yesterday’s move by the Trump administration to implement its planned 15% tariffs on...

The Australian small cap market declined over the August 2019 reporting season, driven by a combination of negative macro-economic factors (including the escalating...

During the months of February and August, the majority of Australian listed companies reveal their profit results and provide guidance as to how management expect...

In February, we wrote an article on Echo Resources titled 'Is this the ASX's cheapest gold developer?' highlighting the company's unique asset base in one of...

Falling domestic interest rates had primed the Australian equity market for a poor bout of earnings results. By and large results were soft, but not disastrously so. ...