ASX 200

At today’s WAM Funds presentation, Chief Investment Officer, Chris Stott, shared some of the key themes and holdings from their current portfolio. He covers their...

Two years ago, retail stocks were performing well, while mining services companies were just about on life support. At the time, switching from one to the other looked...

Another day that saw buyers happy to bid up stocks fairly strongly in early trade before sellers took hold around midday – and the index drifted lower throughout the...

BHP has been an underperformer for over a decade now. Troy Angus, Head of Large Caps at Paradice Investment Management, says this has largely been due to “hideously...

The market was bid up strongly early on today however weakness crept in throughout Asia and we saw the local index tickle up against key resistance just above 6000 for...

The allure of fast money and the ‘fear of missing out’ toy with investors on a daily basis. Right now valuations of companies exposed to themes like electric vehicles,...

There are 323 million people in the US, 743 million in Europe, and 1.3 billion in China. When looking at Australia’s population of just 24 million coupled with a low...

After asking our panel of small cap managers what’s driving the stellar run in small caps, and the key themes to play, we asked them to nominate a high-conviction...

As the housing construction boom comes to an end, the obvious question for investors is ‘where next?’ One potential opportunity lies in transport infrastructure...

With the challenges facing leading dividend payers like CBA and Telstra, investors would be forgiven for being downbeat on the outlook for dividends. Telstra’s...

For many investors Paradice Investment Management is synonymous with high-performing small cap funds. What most wouldn’t know is that Paradice is also home to an...

Small caps have put in more than 12-months’ worth of typical performance so far this financial year, and show no signs of stopping. However, the small end is far more...

Small and medium-sized fintechs could struggle to compete with Australia’s large banks. However, the global tech giants could cause major problems for the banks - if...

Over the past 12 months, a common headline in the financial pages has pointed to record low levels of volatility, as measured by the frequently quoted VIX volatility...