ASX 200

The retail sector has been impacted by a combination of cyclical and anticipated structural issues. Cyclically, retail sales have been under pressure due to higher...

While consensus had a strong case for the Australian dollar to fall in 2017, it has climbed 10% so far this year, and almost touched 80c. With the market wrong-footed...

One of the strongest and most predictable relationships in global equity markets over the last few years is that of bond yields and so-called ‘bond proxies’. As the...

The shares have had a great run over the last few years but we can see some danger signs up here. Firstly, since peaking in June, Fisher and Paykel Healthcare (FPH)...

Companies that change the way we do business can offer great opportunities as they establish and monetise new marketplaces. So in this week’s Buy Hold Sell we review 3...

Independent Investment Research has initiated coverage of BKI Investments, one of the older style LICs that invests in a portfolio of Australian equities. It has an...

APRA have finally come out with their capital rules to fulfil the ‘unquestionably strong’ requirement of the Financial Services Inquiry. The focus is on is the Common...

Every day it seems the media is reporting how Amazon will destroy Australian retailers. We are under no illusion that Amazon will take market share and reduce the...

While the banks have shown expected weakness, it is other areas of the market that have caught our eye as they start to lose their lustre after being strong for years....

It’s no secret that growth is hard to come by in the Australian market, but that doesn’t mean that every opportunity has been found already. Livewire interviewed...

Everyone loves a roll-up: Buy assets on a lower multiple to the one that you currently trade on and grow EPS. It’s as simple as that. Often the strategy doesn’t even...

Both the reputation and the share price of listed retirement village operator, Aveo Group, have taken a big hit recently. With this backdrop, we ask Dean Fergie of...

James Abela, Portfolio Manager of the Fidelity International Future Leaders Fund, explains what he looks for in Australian companies looking to grow offshore. He then...

Local market ran into a global selloff with investors worried about bond market worries. Apart from the miners, every other sector saw pain after similar selloff in...