ASX 200

Most people are familiar with the saying ‘Fool me once, shame on you, fool me twice, shame on me’. Although made famous more recently by George W Bush, it’s genesis is...

The ASX200 commenced the last week of July pretty much in the same fashion as most other days, some choppy action around the psychological 6000 area with far more...

It has been quite an incredible ride over the past few months. Back in March, we were looking into the unknown with a pandemic that was both unpredictable and...

Plus, Auteco has plenty to Pickle Crow about with its Canadian project looking set to burst through the 1Moz barrier this year. Congratulations to Elon Musk for...

Throughout Buy Hold Sell, fundies have generally agreed that the best businesses to own in the current environment are those offering highly scalable technology...

There are three potential economic outcomes from a new outbreak of virus infections, but all point to gains for the equity market. The difference will be in the...

The world faces two huge challenges right now: one short term (COVID-19), and one long term (climate change). But could the former offer an opportunity to deal with...

Australians have a love affair with property. But there are a number of ways to own property – and earn an income from it. Two of these include listed real estate...

After a very bullish session yesterday that saw the ASX 200 put on more than 150pts, the market has given back ~50% of those gains today as attention turned back...

As the global petroleum industry matures, an increasing number of projects are fast approaching their end of productive lives. In Australia currently, the...

Equity markets produced outsized returns in Q2 2020, as shown in Figure 1 below. Much of the damage caused by the COVID-19 pandemic in the first quarter of 2020 was...

In Australia, many investors are familiar with cash, term deposits and equities. However, bonds remain less well understood and under-invested, which could...

In recent months, The Montgomery Fund has accumulated a significant position in Woolworths – it’s now one our largest positions. And we remain positive on the outlook...

The Australian stock market set a new record at the end of June 2020. The ASX Information Technology GICS sector beat the all-time high forward P/E record set in March...

You’d think that Australia’s global winemaker and distributor, Treasury Wine Estates (ASX:TWE), would be reasonably immune to the effects of the COVID-19 pandemic. But...

Over the course of 2019, PIMCO became increasingly cautious on risk assets and corporate credit in particular, since we felt that we were in the later stages of the...

Over the past decade, Macquarie Group has transformed itself from an investment bank to a world-class asset manager, specialising in infrastructure and renewable...

Income is one of the most important considerations for retirees. Once the days of earning a salary have passed, replacing it with a steady stream of income is...

Investors ask themselves many different questions when considering an investment thesis; how fast can the company grow? How expensive is it? How good are the...

Long-term dividend prospects relative to share prices haven’t looked this good for many years. With short-term dividends under pressure as a result of the COVID-19...

Amid a pandemic ripping through equity markets, there are a set of stocks which quickly developed herd immunity and eliminated the virus from their growth trajectory...

Even with the bounce of more than 100% from March lows to USD43/bbl, oil prices reflect a more realistic view of the difficulty restoring economic activity to...

Five years of managing the FNArena-Vested Equities All-Weather Model Portfolio has triggered a reflection upon experiences and errors made. Below are my seven...

The extraordinary environment in which we’re living, after a decade of ultra-low monetary policy stimulus and sustained economic growth, has been compounded more...