ASX 100

Australia has just one dividend aristocrat and a handful of contenders. We dig into 20 years of ASX dividend data. Here's what we found.

Lotus Resources is pulling away from the pack in terms of short interest while GYG gets a reprieve.

The Perpetual portfolio manager shares where they're looking for solid performance and where the risks are for Australian income investors.

A contrarian AI thesis, surprising stock picks and a warning for investors chasing expensive growth.

Lithium is back in an upcycle and everyone’s rushing to buy an EV — but a rival battery chemistry is gaining traction fast.

Plus, Develop eyes bumper cashflows from lithium sales by Christmas. And Xpedra’s gold drilling results shine through in a gloomy market.

ClearBridge's Ross Kent and Reece Birtles discuss where they're looking now against a dramatic macro backdrop.

BHP’s record share price is rational, as the firm pivots to copper mining which commands higher valuation multiples.

Periods of narrow market leadership rarely last forever. Here is why Australian investors may look toward mid-cap opportunities.

C. Joye sees a now entrenched inflation problem, and a paralysed RBA. And sounds like we are in desperate times. So, desperate measures?

There is a very real risk that Labor’s budget will push the Aussie economy into recession. The market isn't priced for that at all.

The government plans to remove negative gearing to help renters buy homes. For those who remain renters, the wrong levers are being pulled

Shares in the emerging gold-silver producer now trading well below peers; Plus, new report says uranium set to rip.

AI demand has sent chip stocks soaring, but the next phase may test investors’ conviction.

Two stocks make up 22% of the ASX. Here’s why some investors are rethinking “diversified” portfolios.

Follow up to "Australia’s lazy investment strategy is finally dead" Readers demanded a Structured Investments explainer, here it is!

Over the past decade they’ve become globally significant E&Ps. Their costs have fallen and productivity’s risen – and match ExxonMobil’s.

Global X reveals the ASX’s greatest wealth creators over the past decade. Did a bank or miner come out on top? Check out the awesome data.

IML's Marc Whittaker sees the GFC-level valuation gap in small caps as a rare chance to buy quality at the right price.

Andrew Wielandt explains how he's positioning client portfolios across different risk profiles in a world that feels topsy-turvy.

One upshot of the much-discussed market dislocation is that great companies are back at prices where they represent good value.

Marking the banks post the May 2026 reporting season

Tax policy no longer subsidises mediocre returns and lazy strategy and replacing them will be a positive change for smart investors

Australian shares remain 'tricky' as profit warnings continue to be issued, but in the background AI beneficiaries are making a come-back