ASX 100

Yesterday afternoon we wrote…What Trump Slump? Markets regain their mojo – however the red across the tape today clearly shows that said mojo has come and gone pretty...

To assist investors in navigating these increasingly uncertain times, we have tried to distill in this wire some of the key themes to emerge out of earnings season. We...

The ‘confession season’ could not have illustrated a bigger contrast than between the two major miners, BHP and Rio Tinto. Here we review and compare their results,...

There have been so many results which have provoked share price volatility, with the usual mix of outstanding results such as CSL balanced by disappointing results...

Reporting season has just concluded and we've lined up two of the best-read managers in Australia to get their take on the health of Australian corporates. Chris...

The first two months of 2018 have been a wild ride for Australian shares, with big falls and then big recoveries. However, from looking at the headlines in the...

A few weeks back, “our ABC” poured oil onto the heated debate in Canberra regarding the Commonwealth Government’s proposed tax rate cut legislation. The ABC produced...

The now famous “toll bridge” reference to investing was made famous by Warren Buffett. This is not to say that you should literally invest in a toll bridge, but rather...

Reflection is all part of the investment process and the month of February has certainly thrown up a lot of material to reflect upon. The month started with a bang as...

The market is full of self-proclaimed experts that ‘saw’ the event before it happened and of course were positioned perfectly for it. The recent market blip was simply...

There was actually a lot on the radar today despite reporting season cooling down this week - another couple of days and we’ll be done. All up it’s been good, more...

There is an esteemed group of companies on the ASX, such as CSL and Macquarie, where investors give management the benefit of the doubt. They trust that short-term...

Started in 2002 by a small Western Australian team of brewers, Gage Roads (ASX:GRB) has grown to become one of the most prominent craft brewers in Australia. The...

After a short period of relative calm, it appears rising global bond yields, led by US Treasuries, are going to again prove a headwind to certain “defensive” parts of...

The healthcare sector recorded a total gain of 24.4% in 2017, making it the single best performing sector on the ASX. Not even two months into 2018, and it is already...