ASX 100

A little bit of a tailwind can go a long way in investing, and these five stocks are riding a big one; the declining Australian dollar. With the RBA now firmly in a...

The local market did very little in the first hour of trade, and was actually trading marginally lower by 11AM only to turn the corner sharply, bid strongly throughout...

In this special report, ten of our analysts select 29 stock picks across sectors including banks and general insurers, LICs, agricultural and FMCG, technology,...

The 2018-2019 financial year has seen a dividend windfall for investors from Australian resource companies, an industry that isn’t historically associated with high...

The big four banks, Telstra, and AREITs have traditionally formed the backbone of a defensive equities portfolio, but Aaron Binsted, Portfolio Manager at Lazard Asset...

Once again, the expectation of lower interest rates was enough to drive stocks higher today, with comments from the RBA that imply rates were more likely to go down...

The only thing Aussies love more than sport ... is a punt on the sport. Or just punting in general for that matter. Gambling is a very common Australian pastime and...

A fairly lacklustre Monday across the board with the banks/utilities offsetting some weakness amongst the material stocks + the telcos were weak as a sector thanks to...

In our last wire, Dominant themes in 5 key asset classes, we highlighted the conservative stance most managers had taken following the extreme volatility during the...

Few Australian large-cap stocks have caused as many differences of opinion over company prospects as Telstra. They have been Australia’s largest and most profitable...

We were the first to publicly canvass the near-term possibility of Aussie QE (actually, it was one our investors who encouraged us to dig into this), and an...

The most-shorted stocks on the ASX have long been a hunting ground for investors and traders alike. Whether you're looking for potential "short squeeze" rallies,...

The market chopped around for the session today before closing flat - the ASX200 traded as much as +20 points higher and -10 points lower than the previous close. It...

A little over a year ago I wrote about CountPlus (ASX:CUP) and outlined why there was significant strategic value in their relationship with the CBA owned, and much...

When assessing the current landscape of the ASX, there has been a significant shift of investor dollars towards a highly select group of companies. Much has been made...

The local market quickly pushed on with yesterday’s rally to post an extra 41pts to rally to the intraday high within the first hour. The selling picked up from there...

During the first quarter of 2019, we have observed an acceleration in the outperformance of growth over value. This can be seen in the chart below provided by Deutsche...

The takeover activity at the top end of town is permeating down to the small to mid-sized sector, raising the perennial question of who might be next to garner...

After a tough 2018 the Aussie banks have bounced back thanks to a loosening of lending restrictions from APRA and a surprise election win by the Coalition. But should...

It is no secret that Australia’s engineering and contracting industry has been positioning for an infrastructure-led boom on the east coast. Expectations of billions...

WiseTech, Appen, Afterpay, Altium and Xero (WAAAX) are up just over five-fold over the last two years, pushing the aggregate market cap to over $28 billion. Some of...

The ASX200 gained 24 points yesterday, taking the index within striking distance of this month’s 6403 high although we are still only in June’s first trading week....

A “red herring” is known as something that distracts from a more important area of focus. There are numerous different attributions to the etymology of this saying....

Today I explain why ANZ was nuts not to fully cut its lending rates in May; why it will be even harder for all banks to pass along the next RBA cut, which could come...