ASX 100

Don't know what "bail-in-able" debt means? Want to understand why the big banks are going to have to increase the global supply of these securities by almost 40%? And...

In our quest to evolve as fund managers we are constantly reading. Reading the likes of Peter Lynch, Warren Buffet (Alice Schroeder), Joel Greenblatt, Barton Biggs and...

Bear markets are great! Let me explain. Lower prices mean greater future returns. Bear markets always occur during global slowdowns as investor confidence is shaken...

The market stormed ahead to finish the week with the spurt higher, ticking around the 6700 level, near to where the ASX200 started the week helped by more dovish...

Today I write that the “bail-in-able” debt tsunami we forecast last week did not disappoint with two incredibly large "Tier 2" subordinated bond transactions executed...

Lithium stocks have been knocked down of late. But big car makers are forecasting huge increases in EV sales in the medium term, which may help explain why there is...

The market softened again today, however, overall it was another low volume session where a lack of buying interest rather than anything more sinister saw the index...

At an investor day in Sydney last month, newly-appointed CEO of Challenger (ASX: CGF), Richard Howes, announced something that any new CEO would rather not. Howes...

Visiting ‘Trumpsville’ … I mean the US … in June was, as anticipated, another journey of unexpected delights. Five days, three cities and 40+ meetings with companies...

Impact investors seek to allocate funds to those companies which provide a social and environmental benefit, in addition to a financial return. George Latham, Managing...

There was very little volatility in the market today with the index ticking within a tight range of around 10 points either side of yesterday’s close – the lead...

We had a question on the Marcus Today stock discussion group on Facebook today asking whether there was anything on the horizon that could upset the recent recovery in...

Domino’s (ASX:DMP) has been served with a class action lawsuit regarding wage underpayment. Domino’s believe their agreements are applicable and will defend this in...

With many LICs trading at discount to NTA, particularly the smaller LICs, it’s not surprising to see a pick-up in corporate activity in this sector. In its latest LMI...

Twelve months ago I highlighted Transurban as a company with an attractive, sustainable dividend profile. The two key planks to the thesis were high cash operating...

This week I outline our analysis of the coming tsunami of "bail-in-able" Tier 2 bonds care of APRA's finalised Total Loss Absorbing Capacity (TLAC) policy, which the...

Another day where the market ebbed and flowed in a reasonable range, typical of a low volume ‘school holiday’ sort of session. Not a lot happening across the desk...

Over the past week most parents around Australia including myself have been receiving report cards from the children’s teachers; either confirming expectations as to...

Another day of light volume through given school holidays - the market swinging around in a reasonable 43-point trading range, closing up but selling into the close...

Earlier this year, I was lucky enough to sit down with one of Australia’s most successful and experienced investors, Robert Millner, Chairman of Washington H Soul...

A volatile session for Aussie stocks today with strong buying in the morning session hitting a crescendo around 11.30am before sellers emerged / or more accurately,...

On July 2nd the RBA followed up on its 0.25% cut to the cash rate in the June meeting with a further 0.25% cut, taking the cash rate to 1.00%. At both cash rate...

After all of the misconduct exposed at the Banking Royal Commission it is somewhat fashionable to bash the regulators for their shortcomings. That’s fair enough as...

We met with the senior company management of several of our portfolio holdings during the June quarter in both Australia and the UK. The key highlights of those...