ASX 100

While the month-end reports for February will indicate the ASX Small Ordinaries finished the February reporting period dead flat, it would be difficult to find any...

The start of the trading week promised so much with a very strong overseas lead and continued support throughout Asia + buying in US Futures (+0.36%) during our...

Last week saw the end of reporting season for 180 of the S&P/ASX200 companies and around 2,000 of the companies listed on the ASX. Over the past month, these companies...

It feels like we’ve been writing about Trump / trade wars & tariffs all week with market movements based on the rhetoric coming out of Washington. By weeks end though,...

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...

The chaos of reporting season makes a good case against markets being efficient. It will take weeks, if not months, to fully parse the recent data download of many...

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...