ASX 200

Whilst the number of listed investment companies and trusts continues to grow due to new offers coming to market, there has been an increase in the amount of corporate...

There are five key things we look for in companies that we seek to buy and own. But to be honest, it's actually quite hard to find all those things together. Our...

Financials are deeply unpopular given the fallout from the Royal Banking Commission, pending legal actions and the prospect of being a political football into the 2019...

Labor’s proposal to scrap franking credit cash rebates has been one of the most divisive and important topics of debate for Livewire readers. Earlier this week Geoff...

Companies that will attain, and then sustain, very high returns on capital, have the ‘future quality’ that Will Low, Head of Global equities at Nikko Asset Management...

We all know the story of Cinderella. Transformed into a glamorous princess, she was the belle at the ball. However, the celebration abruptly stopped at midnight, when...

The market has fallen 10% in the last 8 weeks. Or as the inimitable Franco Cozzo put it: “Grand sale, Grand sale, Grand sale...”. No one can be certain if equity...

Almost 12 months ago, we published an article about the coming boom in Australian infrastructure spending. At the time, a popular chart by Macromonitor (see below) was...

As the cycle matures, finding opportunities gets harder. So we sat down with Matthew Haupt, Portfolio Manager at Wilson Asset Management to hear his perspective. Here...

Overnight Caterpillar (CAT) shares tumbled around 10% at one stage before bouncing slightly, although they still closed well in the red - as we know an earnings...

We are generally pretty sceptical about new IPOs (initial public offerings). Occasionally, however, a great IPO comes along, either for a long-term investment or one...

Most broad-based equity indices around the world predominately comprise mature, old-world industrial businesses, highly geared companies including banks, low quality...

Recently, we had the opportunity to work with the Australian Shareholders Association (ASA) to showcase ideas and strategies from a range of Listed Investment...

With a market capitalisation of nearly $100 billion and having produced returns of more than 20,000% (200x) for early investors who stuck with it, CSL is one of the...