ASX 200

The 10% rally in the ASX200 in November set records as the biggest monthly move since the index was created. A shift in narrative from ‘if’ to ‘when’ a vaccine will be...

Just as many of today’s most successful companies started out as micro-caps, some of the current cohort of ASX-listed earlier-stage companies are now graduating to...

The Australian-dollar price is now higher than in its heyday of 2011, delivering big wins for investors in highly-leveraged juniors such as Fenix and Strike. And...

The rotation from growth into value is well upon us with many beaten down stocks now finding favour in the market. As the country returns to a semblance of normality,...

As we all know the Coal Sector was arguably the darkest corner of the market in 2019 with the likes of Whitehaven Coal (WHC) down over 70%. The fall was attributed to...

Telstra’s share price performance has been lacklustre over the last few years, as the loss of the company’s fixed line earnings to the National Broadband Network and a...

As every battle-hardened investor knows: achieving investment return comes with acceptance of risk. In the short term, taking on a lot of risk can be extremely...

I recently picked my seven-year old daughter up from school, gabbling excitedly about what she had just learnt about solar energy. The drive home was punctuated with...

Local market had a flat day with mining doing the heavy lifting on China data while weak US data keeps piling up. US markets finished positive on stimulus and vaccine...

The good news on coronavirus vaccines has boosted the value of travel stocks, like Flight Centre (ASX:FLT), Webjet (ASX:WEB) and Corporate Travel (ASX:CTD). While a...

If the underlying purpose of investing is to preserve and grow your purchasing power, then the biggest conundrum is surely defining the value of a dollar – especially...

Keeping an open mind about stock selection will be crucial next year. If investors find a good idea, they must try to ensure perceptions about the short-term macro...

Wesfarmers’ (ASX:WES) trading update for the first four months of FY21 showed the robustness of its retailing businesses. Sales growth for its two best-known brands,...

Local market had a surprisingly positive day despite the negative lead over night from global markets. It was driven mainly by the end of month macro asset allocation...

An economic cycle shift from “hope to growth” bolsters the appeal of quality cyclical stocks during the more rapid post-COVID recovery into 2021, say SG Hiscock...

At the beginning of the year, we identified rare earth elements and battery metals as a key theme in our article “2020 Investment Themes & Opportunities”. The...

From a creator of medical products at the forefront of infection control, to a caravan-maker reborn as a modular building specialist – a handful of niche companies...

While most people likely think of Geoff Wilson AO as a stock picker, he freely admits to being “the old guy” who does “very little” these days – compared to his...

The release of Apple’s new iPhone 12 and a recent change in the laws in India have combined to result in a potentially rewarding opportunity for the tech giant. Apple...

Surging demand for EVs is expected to see rare earths live up to their name, with prices reflecting the forecast supply-demand imbalance. This bullish outlook is...

The past year has shown volatility like no other. After hitting rock bottom in March, the market has shot up over 50%, in just nine months. Nail biting investors...

The pace of the pandemic recovery has caught many investors off-guard, including 1851 Capital's Chris Stott, but the manager’s rapid bear-to-bull transformation has...

I had an email from a Marcus Today Member this week saying “I know you have said many times that the market is sentiment-driven, but at the moment the US market has...

2020 has been all about beta and understanding how the market trades in and around a pandemic induced recession. For AREITs there were obvious winners and losers from...