ASX 200

Value investors are on the cusp of a rare opportunity rivalled only by the tech wreck of the late 1990s, says Lazard Asset Management portfolio manager Dr Philipp...

Looking back over 35 years of investing, I never thought that I would ever see the day in Australia where interest rates are as low as they are today.Ninety-day bank...

Personal politics aside we have a US election early November which the bookies are telling us is very close as Trump attempts to narrow the gap – this morning...

Since 2010 traditional blue-chip yield stocks have become notoriously unreliable for consistent income. Take for example NAB's dividend, which peaked at $1.98 in FY 14...

A ‘Materially’ Different Take on Infrastructure: Betting Big Behind the Scenes on Coronado Global Resources (CRN.ASX) +20% in 2 Weeks with More to Come!...

Investors remain nervous after the massive sell off in February and March, but Matthew Kidman from Centennial Asset Management says that any sell off (such as we've...

Meanwhile in Ecuador, anticipation builds around a possible BHP or Newcrest bid for SolGold and Sunstone looks set to rise on back of Bramaderos project. There is a...

Dividend sustainability has become front-of-mind for investors as Australian companies grapple with the short-term hit to earnings and payouts as a result of COVID-19...

One definite characteristic of 2020 has been the blow-offs in the hot stocks / sectors followed by fairly aggressive corrections, just think precious metals, BNPL and...

If there’s one thing to say about this market, it’s that investors appear happy to leave the unloved sectors ¬alone. Take oil, for example. The oil price is currently...

Mystery. Uncertainty. An as yet unsolved riddle. If 2020 taught us anything it's that the only certainty was uncertainty. And if there's one key takeout of the FY20...

When COVID-19 hit Australia in March, credit spreads across the whole investment grade bond market responded by migrating wider and prices headed lower. We saw this as...

Blame Canada! That's where exchange-traded funds (ETF) came from; the inaugural fund, known as Toronto Index Participation Shares (TIPS), listed in 1990 and tracked...

We're covering two week's worth of raises in this edition. The week of the 7th September saw $477m of fresh equity issued across 21 transactions. Nearmap, PointsBet...

WAM Leaders Lead Portfolio Manager Matthew Haupt knows what a challenging time it’s been for investors, especially following the recent reporting season that saw a...

This week at Pinnacle’s Investment Summit, $3.5bn of FUM in LICs and ETFs was on show across five boutique fund managers debating their best practice initiatives to...

And speaking of red, US investment firm Bernstein is the latest to predict the red metal is about to get red hot.Lots of gold deposits will support a new mining...

Who says boring can't be beautiful? While much of the attention in ASX small caps has centred around Buy Now, Profit Later and e-commerce stocks, a handful of quality...

With low interest rates and high equity prices pervasive around the world, producing attractive returns for a reasonable level of risk across a portfolio is proving...

How badly has the COVID-19 pandemic impacted our banks? A quick look at recently released data on hardship-induced loan deferrals tells some of the answer. And it’s a...

Exchange-traded funds (ETFs) are growing rapidly in popularity among Australian investors. The ~240 ETFs on the ASX hold nearly $70 billion in assets. Of course, not...

The enduring defensiveness of property yields; the folly of an unwavering belief in growth; and some promising post-pandemic picks dominated the conversation among...

Reporting season was a very busy time. Overall, it felt like the fairly low expectations going into the August results were broadly met. One area that was very...

Soaring technology company valuations are justified in some cases but a danger sign among those riding the coat-tails of the tech boom, say top stock pickers from...