ASX 200

As value investors, we usually shy away from resources and materials because the factors influencing their price are inherently unpredictable – namely macro factors,...

The conclusion of our December 2016 Livewire article read... “Such would suggest that the 2015 peak valuations in the Australian banking sector could indeed have...

We're pleased to bring you the Wilson Asset Management shareholder presentation live from Sydney. A live stream of the presentation will commence at 10:00am on...

It is often noted during times of equity market volatility that investing in fixed income within a diversified investment portfolio is money well invested. This is...

Over the past few years, Australian companies have operated in a low and falling bond yield environment. There are beginning to be signs that this multi-decade trend...

While we believe that over the longer-term, smaller companies provide more opportunities to outperform compared to larger ones, rarely have we seen such a large...

Global interest rates are rising after a multi decade decline in US Bond Yields and recently we saw interest rates / bond yields rally above those on offer by stocks,...

When you look at the ASX 300 Industrial Index, over 50% is dominated by financials and real estate so investors need to be cautious. The financials can be quite...

All eyes appear to be on tonight’s Federal Budget with low volumes and a lack of direction seen across the board today. For the fourth day in a row the market poked...

In its latest Monthly LMI Update, Independent Investment Research takes a look at listed managed investment returns for the past quarter and 12 months and highlights...

Today marked the conclusion of the May profit reporting season, with Westpac finishing the season well with a strong result that was well-received by the market. May...

Broker calculators have been running red hot over the past week working through the implications of the large cash balances of some of the world’s largest companies,...

A 10-bagger is a stock that goes up 10-times in value. It is a concept made famous by Peter Lynch, the well-known fund manager from Fidelity. For most fund managers,...

Over the last week, the Challenger share price has risen strongly, although to be fair it had been drifting lower over the preceding few months. The only major piece...

With the ‘whites in the eyes’ of inflation clearly visible, investment logic could be “turned on its head”. Kate Howitt, Portfolio Manager at Fidelity International,...