ASX 100

The local market continued on its bullish tilt today to end the month with the ASX 200 trading just 9pts below the psychological 6000 mark – up +29pts on the session...

The ANZ, NAB, WBC and Macquarie report results next week and will go ex-dividend shortly after. The sector is on its back, and for a variety of reason, one of which is...

It is hard to spot a market bubble in the making. As they inflate, market participants often rationalise their investment decisions as to why they are paying higher...

After yesterday’s day off the market was choppy through the morning before selling kicked in - particularly in the banks today. Westpac in particular was sold off hard...

For many years China has had a single focus of delivering high GDP growth. John Lake from Paradice Investment Management has recently returned from a visit to China...

Our bullish view on resources remains intact, and our conviction on BHP Billiton Limited (BHP) has grown as we move into a more reflationary environment, coupled with...

Each quarter, Alphinity Investment Management’s portfolio managers share their expert views on the trends and themes emerging within their relevant sectors. This...

The bourse performed well on a slow news day today, as banks and miners lead the index higher. Banks, in particular the regionals in Bendigo and Bank of QLD, were...

The long term thematic of having Australian primary industry “feeding the world” remains a compelling one. Here we discuss our analytical approach and focus on one...

The All Resources Index in trend terms has been outperforming the ASX 200 Index since the start of 2016. In this note we compare the performance of the big Australian...

The most important ingredient of a great investment is having an outstanding ‘horse and jockey’; a business that’s operating in an attractive industry, and a highly...

It’s no secret that the real opportunities in recent years have been among the high-quality emerging midcap names rather than traditional big caps. These are often...

The resource stocks were very strong today after big moves in underlying commodity prices overnight put the fire in the belly of buyers, particularly targeting Nickel...

A very weak session for local stocks even though the index finished flat with early optimism sold into fairly aggressively, particularly on the close despite US...

The telco sector caused widespread pain in 2017 when it lost 23% to finish as the worst performing sector on the ASX. And not even 4 months into 2018, the sector is...

For individual investors, one of the biggest challenges is uncovering new investment ideas. While fund managers have brokers and investment banks regularly knocking on...

The copper price is often regarded as a barometer of the world economy because of its wide-ranging applications in industrial production and electrical equipment....