ASX 200

In January 2020, we published an article titled “2020 Investment Themes & Opportunities”. The fifth theme we identified in this article was “Battery metal turnaround”...

The government-imposed COVID-19 lockdown accelerated a number of social trends. One of those was our increasing preference for online shopping. Recent data shows that...

Andrew McAuley, Managing Director at Credit Suisse Private Banking Australia, breaks the market cycle down into four phases. Phase 1 is all about panic selling, phase...

Over the past five years, the price of gold in Australian Dollars is up 58%; an impressive feat for an asset that produces no cashflows and has no credit risk....

Bank shares might have staged an impressive recovery from oversold levels - but don’t confuse that with any semblance of investor agreement on where the sector is...

When I asked friends and colleagues around the industry how their portfolio performed during March, the most common reaction was “I’m too scared to look”. And when...

The recovery rally continues. There was quite a bit more for followers of capital markets to sink their teeth into this week. Just over $1.5b was raised across 30...

Livewire readers have so far nailed their bullish call on the market. Since we published those survey results, the ASX 200 train is full steam ahead (up +21.50% to be...

Plus, New World Resources puts it head down at its Antler copper project and Perseus deal puts Tietto in the M&A spotlight.Exhibiting the same grit showed by his Test...

We kick off the Firetrail Analyst Series with a wire focussing on why we like packaging giant Amcor (ASX:AMC) in the current environment. The packaging giant is often...

Elon Musk's SpaceX rocket isn't the only thing that's shot through the stars in recent days. ASX financials are having their own out-of-orbit moment, with the sector...

Investors are constantly plagued by questions for which there’s not always an easy and straightforward answer available.How much exactly is the landscape for retail...

Nanosonics is the market leader in infection prevention for medical devices such as ultrasounds. With less than 20% global market share, there is a long runway of...

In the wake of COVID-19, both bulls and bears echoed the same cry - make sure your investments have strong balance sheets. But as Victor Gomes pointed out, “businesses...

Given the unimaginable extent of the dividend cuts across the market, equity income investors must explore new ways to generate sufficient income. Here’s how to design...

Blue chip is synonymous with quality and dividends in the mind of the Australian investor, but are the companies considered as the blue chips of today likely to remain...

Investors in Australian slot machine and mobile games developer, Aristocrat Leisure (ASX:ALL), have enjoyed stellar returns over the past 10 years, with the share...

Stock market levels remain quite away off recent highs despite a market rebound which has been extraordinary. Interestingly, during this period of heightened market...

The $500 million Macquarie Bank Capital Notes 2 (ASX: MBLPB) hybrid begins trading on Wednesday, and it will be fascinating to see how it performs. This new deal was...

There was just over $706m raised via placement this week. This was across 29 raises, and with only one raise above $100m. Small cap raises have continued to increase...

We can think of any investment decision as the coming together of an object, data and analysis, with a subject, the decision maker. This decision maker may be a person...

“Buying cheap stocks is great, but buying good companies cheaply is even better” - Joel Greenblatt Value investing has so much intuitive appeal. Who doesn’t like a...

Investors are hopeful, says Geoff Wilson AO, but that doesn’t fill him with confidence. “‘Hope’ is not a strategy, but that’s where I think we are,” he told investors...

With 2.2Moz already under its belt, Bellevue remains ‘one of Australia’s more exciting exploration stories’. Plus, the punters pour in as Hennigh likens White Rock’s...