ASX 200

With the Easter and Anzac period upon us, for some holiday reading, we’ve rounded up and summarised a baker’s dozen of the top wires of 2019 so far, including some of...

I recently went to New Zealand to research the Financial sector. I was visiting banks and insurance companies, as well as seeing the regulators and getting insights...

If you’re an Australian Real Estate Investment Trust (AREIT) investor looking for reliable, stable income, you are being misled. The AREIT Index is not what you think...

The effect of Vale’s tragic dam collapse in early 2019 has seen iron ore prices rally. As a result of forced mine closures, the global seaborne supply of iron ore is...

The ASX brushed a weak overnight futures read early in the session as the banks caught a bid for the third day in a row. The buying caught a second wind mid-morning...

When you invest in a business like AMP, nobody stops you in the street to tell you what a great investment it is. While the businesses that AMP run may not look very...

The ASX 200 was in two minds throughout the trading day, twice trading a small margin above par but ultimately failed to make any headway in either direction to close...

Poor capital allocation decisions are one of the most frustrating parts of being a patient and contrarian investor. We conduct detailed independent research and invest...

One of Australia’s most iconic funds management firms will celebrate its 20th anniversary this year. From humble beginnings with just $30 million of assets under...

We recently reviewed the ten most tipped stocks, which are leading the market by 17% so far this year. However, there was a second crop, the ‘ten more’ most tipped...

Last week, I was reminded by a gold bug investor on Twitter that, as far as asset investment returns are concerned over the past two decades (1999-2019), gold came in...

The German giant this week named hard-rock lithium, such as that from WA, as being far more desirable than the South American brine-type. Plus, it loves Australia. The...

Local stocks enjoying growth offshore provide a rare shining light in a market exposed to our weakening economy. In this episode of Buy Hold Sell, we look at stocks...

Last month, I was sitting in a hotel lobby (actually the Bar) in Amsterdam after attending the International Plasma Protein Conference. I started talking with a fellow...

The local market couldn’t replicate the strength seen in the US overnight. There was a switch out of growth names today into more defensives as resources and...

The market brushed the weakness seen overnight to trade around even for much of the session. Just like yesterday it ebbed and flowed around 6220 handle on the ASX 200...

The most talked about harbinger of a recession is the inverted yield curve. Google trends show recent internet searches on “inverted yield curve recession” have...

The market ebbed and flowed around 6220 handle on the ASX 200 today – the positive influence from the material stocks offset by some selling amongst the banks – CBA...

As many millennials are now reaching the age at which they start to take over the grocery shopping responsibilities, it is not surprising to observe significant growth...

US Futures + Asian markets were all lower on the session today, however Australian stocks rallied – the ASX 200 up by 40pts – closing on its highs - thanks largely to...

Using earnings multiples for valuing companies with finite life assets can cause potential issues especially as those life assets approach the end of their useful...

The downside momentum continued today, the local market selling off quickly from the open despite the futures pointing to a muted start. The index closed over 100...

On recent trips to the local supermarket you begin to notice that the cost of the shopping appears to be getting a little more expensive. Friends have been talking...

At 1.4km long, Rio’s Winu copper-gold find in WA was already extensive. But new satellite images reveal drilling now extends over 3.3km. Plus, a new research report...