ASX 200

Welcome to the FNArena Reporting Season Monitor for the August result season 2020. The Monitor reports ratings and consensus price target changes, along with...

Overnight we saw the tech based NASDAQ rally +1.4% to fresh all-time highs with the cloud based stocks continuing to offer huge support to the group e.g. Amazon (AMZN...

As with everything else, there are two camps when it comes to investment conditions today. There are two camps regarding whether the market is expensive (it probably...

We recently undertook a three-part webinar series entitled ‘Quality stocks in focus’ which provided updates on how we are positioning our portfolios in the current...

With the price defying analysts’ predictions of a sharp drop and BHP saying this week that it no longer expects “an abrupt step down”, juniors such as Fenix and Strike...

If you think big caps are the only defensive stocks, think again. Small caps have led the way to a recovery, proving that they really can be resistant to external...

We are long-term investors and as such we do not tend to focus on the 6 monthly results cycle like many investors out there.That’s not to say we ignore it but we look...

Investors have had to pay up for defensive stocks including healthcare stalwart CSL in recent times, but there's a solid supporting argument for this price premium....

Investors have celebrated the growth story of Pro Medicus, shares in the stock have surged from $2 to $23 in the past five years. The company appears expensive, with a...

Unlike investing in local shares and property, investors considering exposure to international shares and commodities face the decision of whether to hedge the...

Lindsay joins David in this episode of Inside the Rope to discuss Brickworks, the company of which he is the Managing Director.Brickworks is one of the world's largest...

When it comes to investing, we’re not big fans of airlines. But in the case of Alliance Aviation Services (ASX: AQZ), we’re happy to make an exception. You see,...

Volatile markets often present outstanding opportunities, and this year’s have no exception. During the sell-off earlier this year, we took the opportunity to add two...

WHAT MATTERED TODAYA busy day on the desk with a heap of reports to get through plus a few things bubbling away on the corporate side. Healthcare the standout...

COVID-19 battered retail real estate names as tenants were forced into lockdown and activity was halted. It also compressed social trends that ordinarily would have...

Being one of Livewire readers’ 10 most tipped big caps, technology company Altium (ASX:ALU) has high hopes among our audience. The company rounded off FY 2020 with...

Welcome to the second episode of '4-minute Monday', a special series from Nikko AM built around ASX reporting season. Each Monday, I sit down with the team and...

Shareholders in Australia’s largest bank, the Commonwealth Bank of Australia, would have been relieved to read that the bank has delivered a decent full-year result –...

Growth in data consumption is a long-term trend that has accelerated and become more entrenched in 2020. There are multiple ways to invest in this trend with the...

Welcome to the FNArena Reporting Season Monitor for the August result season 2020. The Monitor reports ratings and consensus price target changes, along with brief...

Property advertising platform, REA Group (ASX:REA), was one of the first businesses to announce its results this reporting season. Given the COVID-related restrictions...

Zigging and zagging have been the story of 2020. The equity market zigged higher, then zagged sharply lower as the health and economic ravages of COVID-19 became...

We've been talking about MM’s reflation outlook a lot recently i.e. we anticipate inflation will finally rear its head courtesy of the unprecedented degree of...

Looking at the sharemarket’s performance over the last few months, some would be tempted to assume that the worst of the economic damage inflicted by the COVID-19...