ASX 100

Small Cap investing – index performance can mask underlying opportunity

We delve into five bottom drawer stocks, the investing themes they align with and reasons we believe they should be held over the long-term

Get up to date on overnight market activity and the big events for the day.

Some of Australia's most influential investors are backing a unique take on infrastructure and utility assets.

Fenix is a high-grade iron miner with projects far from the WA port of Geraldton. But it now fully owns a great logistics business.

High yield ASX-listed stocks offer a long-term premium of 2.3 per cent, below average market risk and above-average interest rate risk.

The daily Match Out for Friday 21 July with James Gerrish of Market Matters.

It's one thing to be a value investor, it's another thing to know where the valuable investments are.

Plus, the energy "dog" the market has gotten wrong

Plus the need to generate returns through short-term tactical trades

In mid-2021, Touchstone developed the view that inflation would move higher and become more persistent than was widely expected. We thought this would, in turn, see...

From explorers (Kingsland) to developers (Evion) and producers (Syrah), the natural graphite sector is set to recover.

As equities further price in the chance of a soft landing, we're talking about the kinds of companies you want to own in a dream scenario.

The daily Match Out for Thursday 20 July with James Gerrish of Market Matters.

Sentiment is positive while Confession Season is back, but only in a relatively mild way. Expectations are low. What to expect from August?

Get up to date on overnight market activity and the big events for the day.

The Match Out for Wednesday 19 July with James Gerrish of Market Matters.

Algorithmic trading and ETFs have changed the investing landscape but several things remain constant for IML's Simon Conn

Ron Sargeant of Touchstone Asset Management is waiting for earnings to ebb tide - and until then, he thinks the consensus has got it wrong.

Apart from the very short COVID-induced downturn in 2020, Australia has largely avoided a material economic recession since 1990-91, where unemployment peaked at...

Join us as we talk to the Merlon Capital Partners team about their investment process and how they achieved the results they did last year

Get up to date on overnight market activity and the big events for the day.

Following a tough FY2022, FY2023 was an improvement for small-cap investors. The ASX Small Ordinaries Accumulation Index rose 8.5% over the year. However, small caps...

The Match Out for Tuesday 18 July with James Gerrish of Market Matters.