ASX 200

Another busy week in the markets wrapped up on a positive note despite the US this afternoon imposing an increased 25% tariff on about $200 billion of Chinese goods,...

Finding cheap stocks this late in the cycle is getting harder and harder. Index funds have bid up the prices of large-cap stocks to levels not seen since the tech...

We spend a lot time analysing individual companies and the industries they operate in. There are two time horizons investors are focused on predominantly. Firstly,...

Back in late 2017 when BHP was $26 and unloved, Troy Angus, Head of Australian large caps at Paradice Investment Management made the case for the stock in a Livewire...

With big gold stocks looking fully-priced, the hunt is on for value down the chain. But tier-1 locations and scale are still must-haves. This is where Bardoc, led by...

Investors have rewarded stocks demonstrating the ability to deliver growth while also exceeding market expectations. However, the multiples on some of these stocks are...

A short note this afternoon after a busy day on the desk + I’m down a couple of foot soldiers today… the ASX had a reasonable session particularly considering the...

In early May the once highly popular ASX-listed funds manager Janus Henderson (JHG) released a rather underwhelming March quarter financial performance report. Among...

We have written extensively in the past on the benefits of merging Bendigo and Adelaide Bank (ASX:BEN) and Suncorp Bank (ASX:SUN). However, we believe it is also worth...

The investment process at Regal Funds Management allows them vary market exposure depending on the prevailing conditions. Simply put, Regal like to be ‘long’ in bull...

The Trump / China trade hangover lingered over the market this morning and we’d expect that theme to continue for the remainder of the week, however it wasn’t all...

The sell signals have been building on the charts for a couple of weeks both here and in the US. The dam burst a little bit overnight. The 1.65% sell-off on Wall St is...

After 32 months of inaction by the RBA they stayed true to form today, and did nothing for the 33rd time deciding to put more weight behind strength in the employment...

On the 23rd of May, eight fund managers will present their best ideas at The Future Generation Investment Forum. The line up this year looks exceptional and boasts a...

Flight Centre is a global travel management company with businesses in Australia, New Zealand, North America, UK, Europe and South Africa. It also has smaller...

A weak session today for the local market with the index down ~90pts at its worst thanks to Trumps tweets around China / US Trade… China responded saying they are...

Equities have continued to recover from their sell-off late last year; income-oriented asset classes like property and infrastructure have been in strong demand and...

Dr Philipp Hofflin was a late starter when it came to investing. That’s because he dedicated years of his life to academic study, ultimately earning a PhD in...

In my column today I argue that May presents an intelligence test for RBA governor Phil Lowe; explain why the banks are already doing the heavy-lifting for it by...

At the start of every year we publish our Equity Strategy Key Themes report, which as the name suggest discusses the key themes our team believes will impact asset...

The conglomerate’s surprising decision to pay a 47% share price premium for half a lithium project which won’t be in production for three years poses interesting...

The Buy Hold Sell segment is the most popular series on Livewire. What’s not to like? Duelling fund managers giving their views on five stocks in a lively and...

Stocks fell today with the financials leading the decline – ANZ the worst of the banks after a litany of downgrades filtered through post yesterday’s result. The first...

The starting gun has been fired. Wesfarmers (WES.ASX) and Kidman Resources (KDR.ASX) this morning announced a proposal that would see Kidman acquired at $1.90 per...