ASX 100

While we believe that over the longer-term, smaller companies provide more opportunities to outperform compared to larger ones, rarely have we seen such a large...

Global interest rates are rising after a multi decade decline in US Bond Yields and recently we saw interest rates / bond yields rally above those on offer by stocks,...

When you look at the ASX 300 Industrial Index, over 50% is dominated by financials and real estate so investors need to be cautious. The financials can be quite...

All eyes appear to be on tonight’s Federal Budget with low volumes and a lack of direction seen across the board today. For the fourth day in a row the market poked...

In its latest Monthly LMI Update, Independent Investment Research takes a look at listed managed investment returns for the past quarter and 12 months and highlights...

Today marked the conclusion of the May profit reporting season, with Westpac finishing the season well with a strong result that was well-received by the market. May...

In our latest 50-page report for funds and institutional investors, Chemical Change, we’ve conducted a detailed consideration of shifts in mortgage lending standards,...

Broker calculators have been running red hot over the past week working through the implications of the large cash balances of some of the world’s largest companies,...

A 10-bagger is a stock that goes up 10-times in value. It is a concept made famous by Peter Lynch, the well-known fund manager from Fidelity. For most fund managers,...

Over the last week, the Challenger share price has risen strongly, although to be fair it had been drifting lower over the preceding few months. The only major piece...

With the ‘whites in the eyes’ of inflation clearly visible, investment logic could be “turned on its head”. Kate Howitt, Portfolio Manager at Fidelity International,...

NAB's first-half results on Thursday marked the second stop in the banks' results season. This is giving management teams the platform to address the issues raised at...

Among the enduring memories of my time as an analyst at Mercantile Mutual Investment Management in the early 1990’s was the importance the equities team placed on...

Another solid performance from local stocks today bucking the negative overseas lead – the Dow Jones down -146pts / 0.61% overnight yet we rallied +0.54% today...

The last month has been tough for shareholders in the major Australian financial services companies, who have seen their share prices drift lower throughout March and...

This time last year we wrote a piece on Livewire calling a short-term top for resources, targeting a correction of around 10% before we became buyers once again, which...

When we last spoke to Andrew Smith from Perennial Value Management and David Allingham from Eley Griffiths Group, small caps were coming off the back of a period of...