ASX 200

We see a strong chance of FY19 results beating low expectations, but market estimates for FY20 look too heroic, leaving scope for some disappointment versus very...

Bullion’s romp beyond the record $2000 an ounce level in Aussie dollar terms has prompted investors to take a closer look at the pantheon of ASX-listed local gold...

Australian equities have had a remarkable performance so far this year. In this interview, Portfolio Manager at Airlie, Emma Fisher, speaks with Adrian Amores about...

A fairly upbeat sort of day for the Australian share market with a strong open backed up by reasonable buying throughout the session. The Energy sector was best on...

Woolworths and Wesfarmers; they both command $44 billion market caps, have both outperformed the market over 12 months, and have both made significant acquisitions and...

“Our growth stocks are the world’s most expensive” screams the headline in a recent Australian Financial Review article. That’s not hyperbole. Goldman Sachs has...

A$ Gold may be setting highs, but it’s a bit hard to go past the spate of recent blow-ups among the single-asset gold development stories. It’s been a slow and painful...

While we all love the thought of finding the next multi bagger, few companies have the right mix of business model, IP advantage, management team, balance sheet...

Following their large earnings downgrade last year, I penned a wire titled 'Telstra – Trap or Treasure'. We bought Telstra around $2.77 shortly after and enjoyed a...

Despite a volatile last 12 months, the Australian small caps sector performance has lagged the overall ASX 300’s returns, and the Small Ordinaries index has remained...

Don't know what "bail-in-able" debt means? Want to understand why the big banks are going to have to increase the global supply of these securities by almost 40%? And...

In our quest to evolve as fund managers we are constantly reading. Reading the likes of Peter Lynch, Warren Buffet (Alice Schroeder), Joel Greenblatt, Barton Biggs and...

Bear markets are great! Let me explain. Lower prices mean greater future returns. Bear markets always occur during global slowdowns as investor confidence is shaken...

The market stormed ahead to finish the week with the spurt higher, ticking around the 6700 level, near to where the ASX200 started the week helped by more dovish...

Today I write that the “bail-in-able” debt tsunami we forecast last week did not disappoint with two incredibly large "Tier 2" subordinated bond transactions executed...

Stocks in the ASX100 are well covered by analysts, and pricing inefficiencies are far harder to come by as a result. Picking through this index on the hunt for...

The market softened again today, however, overall it was another low volume session where a lack of buying interest rather than anything more sinister saw the index...

At an investor day in Sydney last month, newly-appointed CEO of Challenger (ASX: CGF), Richard Howes, announced something that any new CEO would rather not. Howes...

Nufarm Limited is primarily a formulator and distributor of agricultural chemicals, but it also operates a small seed supply business. Through a number of acquisitions...

One mining company that does not get frequently mentioned despite being in the ASX 100 Index is Iluka Resources (ASX:ILU). The company owns a significant asset known...

Visiting ‘Trumpsville’ … I mean the US … in June was, as anticipated, another journey of unexpected delights. Five days, three cities and 40+ meetings with companies...

Impact investors seek to allocate funds to those companies which provide a social and environmental benefit, in addition to a financial return. George Latham, Managing...

There was very little volatility in the market today with the index ticking within a tight range of around 10 points either side of yesterday’s close – the lead...

We had a question on the Marcus Today stock discussion group on Facebook today asking whether there was anything on the horizon that could upset the recent recovery in...