ASX 200

With the ‘whites in the eyes’ of inflation clearly visible, investment logic could be “turned on its head”. Kate Howitt, Portfolio Manager at Fidelity International,...

NAB's first-half results on Thursday marked the second stop in the banks' results season. This is giving management teams the platform to address the issues raised at...

Among the enduring memories of my time as an analyst at Mercantile Mutual Investment Management in the early 1990’s was the importance the equities team placed on...

Another solid performance from local stocks today bucking the negative overseas lead – the Dow Jones down -146pts / 0.61% overnight yet we rallied +0.54% today...

The last month has been tough for shareholders in the major Australian financial services companies, who have seen their share prices drift lower throughout March and...

This time last year we wrote a piece on Livewire calling a short-term top for resources, targeting a correction of around 10% before we became buyers once again, which...

When we last spoke to Andrew Smith from Perennial Value Management and David Allingham from Eley Griffiths Group, small caps were coming off the back of a period of...

The mispricing of risk in the pursuit of yield is often a classic early warning sign of late-cycle investor complacency during periods of abundant liquidity and...

The local market continued on its bullish tilt today to end the month with the ASX 200 trading just 9pts below the psychological 6000 mark – up +29pts on the session...

This week’s guest on the podcast is Rick Rule, President and CEO of natural resources specialists, Sprott US Holdings. According to Mining Journal, Rick is one of the...

The ANZ, NAB, WBC and Macquarie report results next week and will go ex-dividend shortly after. The sector is on its back, and for a variety of reason, one of which is...

It is hard to spot a market bubble in the making. As they inflate, market participants often rationalise their investment decisions as to why they are paying higher...

After yesterday’s day off the market was choppy through the morning before selling kicked in - particularly in the banks today. Westpac in particular was sold off hard...

For many years China has had a single focus of delivering high GDP growth. John Lake from Paradice Investment Management has recently returned from a visit to China...

Our bullish view on resources remains intact, and our conviction on BHP Billiton Limited (BHP) has grown as we move into a more reflationary environment, coupled with...

Each quarter, Alphinity Investment Management’s portfolio managers share their expert views on the trends and themes emerging within their relevant sectors. This...

The bourse performed well on a slow news day today, as banks and miners lead the index higher. Banks, in particular the regionals in Bendigo and Bank of QLD, were...

The AFR called me on Friday for some thoughts on the AMP debacle - and let’s be clear, last week was nothing short of a debacle for AMP. I gave my opinion that,...

The long term thematic of having Australian primary industry “feeding the world” remains a compelling one. Here we discuss our analytical approach and focus on one...

The All Resources Index in trend terms has been outperforming the ASX 200 Index since the start of 2016. In this note we compare the performance of the big Australian...