ASX 200

Cash rates are effectively at zero, term deposits aren't providing the income return that investors need but fortunately the Australian equity market is still at an...

In recent months, the US 10-year treasury yield has moved sharply higher from 0.5% to 1.5%. Whilst broader share indices have been stable, a great rotation is taking...

The local market defied the US's lead to have a strong positive day on the back of miners and banks. It was a global macro trade on the currency in a weaker than usual...

2021 has started in a more volatile fashion than 2020 did. It wasn’t actually until mid-March that 2020 saw volatility, although clearly, it was extremely volatile...

While investor interest in ‘battery metals’ has focused on lithium and graphite, copper has been the quiet achiever in terms of its role in the renewable energy...

The February 2021 company reporting season that concluded on Friday and was one of the more interesting over the past decade, coming as it does after the doom and...

Hamish Douglass remains largely optimistic about the vaccine-led recovery for financial markets around the world, but he’s not betting the house on it. The Magellan...

This was a remarkably strong reporting season. Remarkable in that operating conditions for most companies were still very challenging given the stop-start economic...

Unlike those who champion the merits of a diversified portfolio, Claremont Global's head of international equities, Bob Desmond, has an entirely different philosophy. ...

The February 2021 ASX reporting season was the first comprehensive assessment of the health of corporate Australia since the onset of the pandemic. Marcus Bogdan from...

This time six months ago, when I was sitting at my desk writing a wrap-up of the August 2020 reporting season, I recall using the words "uncertain" and "unprecedented"...

This month we take a look at the impact and recovery of listed managed investments (LICs and LITs) from the COVID-19 downturn in 2020. 2020 was certainly a...

Keeping one's pantry well-stocked (and getting in enough toilet paper to supply a regiment) was a key focus for most Australians during the height of COVID lockdowns...

What’s become clear from this global pandemic is that the global economy has been reset. That presents an opportunity for value stocks to rebound, as they typically...

At the conclusion of 2020, the market witnessed a rotation from growth stocks into value stocks. The reign of growth investing came to a standstill as value investors...

Local market bashed from the start and finished near the lows of the day despite a mini-recovery that couldn’t be sustained. There weren’t many places to hide as all...

A2 Milk's results commentary began with "Fundamentals remain strong despite significant COVID-19 disruption." Having been down 25% on the year and 38% since the start...

Venturex among big winners as bumper copper price and placement to Bill Beament put strong wind in its sails. Caravel and Orion also pick up speed.The red metal copper...

Global markets have drifted this week, but the action in local markets remains very pronounced thanks to reporting season. This has delivered more hits than misses...

You only had to step outside and look at the empty skies to have realised Qantas wouldn't be blowing us away with a stellar half-yearly report. Qantas today...

The diagram below, showing the traditional newspaper value chain, is from the ACCC’s Digital Platforms Inquiry Report. It illustrates the control traditional print...

Reliance Worldwide (ASX: RWC), is a global provider of water control systems and plumbing solutions. The company sells innovative plumbing fixtures to enhance...

If you had to focus on just one metric to succeed in investing, what would it be? It's a hypothetical question, of course. However, in a world filled with shiny new...

Seek surprised the market in more ways than one in its half-yearly report today. There was positive guidance on full-year revenue to $1.7 billion from $1.6 billion and...