ASX 200

Tom Millner of Contact Asset Management was already cautious heading into 2020 given the ASX's pre-coronavirus surge was being driven by investors hungry for yield. In...

Each day the coronavirus pandemic sets another domino to fall. The latest could be bank dividends. It’s now very likely that our banks will cut – or even postpone –...

The nickel price has copped a full dose of the virus, infecting producers’ share prices in the process. But today’s explorers and developers are set to emerge as big...

Periods of market volatility often mean investors question the construction of their portfolios. Using a core-satellite investment approach has traditionally been...

Grant Mackenzie, Senior Portfolio Manager at Freehold Investment Management, summed up what’s unique about this crisis with a few, well-chosen words. “We’ve never...

These are some exciting times for investors across the banks' capital structures, spanning equity, hybrids, subordinated bonds, senior bonds, deposits, and the safest...

Gold has grabbed headlines during the COVID-19 situation, as investors have raced to safe-haven assets. While gold is valued as a hedge against short term volatility,...

In the space of a month, the MSCI World Index (in USD) had been sold-off by over 30%. The modern world is experiencing an unprecedented systematic shutdown of borders...

Income investors should brace for an overall 30% reduction in dividends across the Australian share market, according to Plato Investment Management. The economic...

Quick thoughts on the RBNZ decision to ban NZ banks from paying dividends until the crisis passes and what it means for the Aussie major banks' equities, senior bonds,...

It’s open season for capital raisings and investors need to be on high alert. Investment banks are dusting off the playbook they used to scalp shareholders during the...

Investing is all about making educated assumptions - below is a couple of important assumptions with regard to our strategy for investing moving forward: 1 – March’s...

Joke Of The WeekThe bull and bear go out for a coffee (maintain distance).The bull proudly says: "Best three days for the S&P 500 since 1933".The bear responds:...

Alongside the worldwide devastation as healthcare systems struggle to cope and deaths are well into the tens of thousands, the COVID-19 crisis is having a chilling...

The unprecedented impact of COVID-19 across business and society is invoking a fiscal response last used by wartime governments 75 years ago, according to...

Given the climate of the economy, pessimism is in the air. It’s hard to predict when the market will hit rock bottom, and nothing but bad news is being broadcasted....

Australian Real Estate Investment Trusts (AREIT) have been the best-performing asset class during eight of the last twenty years, and have performed well in most of...

As we watch markets grapple with COVID-19 concerns, it is worth revisiting strategies to manage volatility in an investment portfolio. Even beyond the current...

The COVID-19 crisis and country shutdowns is placing enormous pressure on the earnings, cash flows and balance sheets of many companies. We have provided a brief...

One of the themes that emerged from Saturday's extended interview with Ben McGarry of Totus Capital and Steve Johnson from Forager Funds was for investors to check...

The Australian equity market at one stage fell nearly 35% from its all-time high in just over a month amid the COVID-19 crisis. The challenge for investors is working...

For those carrying cash when a bear market hits, one of the toughest questions to answer is when to start putting that cash to work. With the ASX down more than 30%,...

2020 has certainly not started the way anyone would have hoped for, and we sincerely hope that you and your loved ones are safe and healthy. From what initially...

When markets correct, it’s always for a different reason, but its almost always follows a market high when optimism is pervasive. Anton Tagliaferro, founder and...