ASX 200

A bullish day for Aussie stocks with the banks underpinning the strength at the index level following ANZ’s 1H numbers – more on that below, however hard to not see...

This time last year we wrote that we felt that BHP was in the midst of an upgrade cycle driven by strong commodity prices and a significantly reduced cost base....

Another day where sellers took the gong - the index traded down however there was a lot happening under the hood with the Macquarie Equities Conference underway – more...

To cut or not cut? That is the question facing the National Australia Bank (NAB) Board. Just over a week ago, NAB announced another customer remediation provision,...

Part of the research process at Regal is to filter sell side research for new ideas. Philip King, CIO at Regal Funds Management, says this process generates long ideas...

Since the equity market lows in December 2018, investors have chased offshore earnings to escape falling house prices, weak consumer and business sentiment, and...

The ASX drifted marginally lower today, pulling back from recent highs but not aggressively so. Most Asian markets were higher while US futures were pretty flat during...

Leading global tutoring company Kip McGrath Education Centres Limited has recently opened a 'tutoring hub' in a Westfield centre for the first time. In this wire, we...

After years as a successful investment strategy, something has happened to blue chips over the last 5 years. Despite huge gains from global markets, Australia’s...

I felt like I was one of only a handful in the city today with the Easter School Holidays overlapping ANZAC Day and creating the perfect excuse to take or extend...

I have just returned from China, looking at how Australian goods such as infant formula are sold and marketed, given the strong Chinese demand for such products. Being...

So far in 2019, credit markets have been buoyed by the US Federal Reserve’s (Fed) announcement of a pause in its Quantitative Tightening (QT) program and the shift in...

It's not easy to find yield opportunities in the large-cap universe at this point in the cycle, and with the potential for a pick-up in global growth and interest...

What will the world look like in five years’ time? A difficult question to answer, but one that long-term equity investors must ask themselves every day. In 2014,...

Another really strong day for Aussie stocks as traders position for further interest rate cuts locally following a weaker than expected print on inflation at...

A couple of years ago I bought an orange blazer. At the time I felt incredibly stylish and on-trend. But about six months later the romance was over - whenever I...

Investors are forever on the hunt for steady and reliable income streams, which often come in the form of utilities, infrastructure stocks and REITs. And given the...

The first day back on the desk following the Easter break and the market roared up through 6300 today on the back of some marginally positive leads overseas...

Technology continues to be one of the strongest market sectors, but we are clearly at a point where software is a major market theme of its own, and, within that, the...

Fletcher Building is a diversified building materials and construction company operating in over 40 countries. The company is currently simplifying its business...

NAB has today announced after-tax remediation costs of $525m (91% wealth-related and the balance being banking-related) that will reduce 1H19 cash earnings by $325m...

One of the most anticipated IPOs of 2019 is set to kick off at the end of April. Regal Funds Management is seeking to raise $500 million for a new Listed Investment...

The debate over the longevity of the economic boom in China has long divided economists and financial market participants. On one side are believers that China’s...

It looks clear that 2019 will be a challenging year for the consumer. The daily headlines on falling house prices, declining car sales, tightening credit, election...