ASX 20

Investing in equities is a long game, with share prices in the short-term influenced by market emotions, forced selling, and Trump tweets – factors that often have...

It’s not every day that you sit down with a member of the Australian fund managers hall of fame, let alone the first woman to be inducted. As a 20-year-old female,...

There are so many reasons why it makes commercial sense for resource companies to be leaders in environmental, social, and governance (ESG) factors, so BHP’s ‘Social...

In this report, our analysts share their sector view and top stock picks for 2020 across a range of sectors including banks and general insurers, LICs and LITs,...

A strong year for equity performance has seen the ASX200 increase more than 25% year to date. It’s all been driven by re-rating. It was recently put to us that this is...

2019 was a very strong year for the Australian sharemarket with ultra-low interest rates and record low bond yields pushing global sharemarkets higher. This was...

This time last year we invited five fund managers to pitch their #1 stock picks for 2019 and with just a handful of trading days left in 2019 it’s time to review the...

If you were to guess what’s in the portfolio of income specialist, Plato Investment Management, you probably wouldn’t have put growth juggernaut, CSL, on your list....

As we step into the new decade, there are plenty of topics consuming investors’ thoughts including trade wars, Brexit, the Trump impeachment hearings, US presidential...

It’s unusual to see a more than 30% allocation to financials with virtually no big banks in the mix. We had a chance to ask David Poppenbeek from K2 to run through his...

If you wrote a list of your New Year's investment resolutions, what would you include? Trade less? Avoid microcaps? Diversify more? Go global? Hold less cash? There...

More evidence that Rio is on to something special puts spotlight back on Winu nearology juniors Antipa and Sipa. Plus, Euroz barracks hard for Legend’s WA...

No sign of a Christmas rally today as stocks opened pretty well in early trade only to succumb to strength in the local currency which put pressure on stocks....

This time last year we surveyed our readers for their thoughts on some key market issues and also asked for their number one stock pick for 2019. Soon after, I...

Macquarie has defied the sceptics in recent years and outperformed the financials index by another 14% over the last 12 months. One fundie that has been calling it...

At school and university my favourite day was always the first day of the academic year. The first day was filled with possibilities, excitement and plans for the year...

If you had to guess which ASX 50 stock has led the market over the last 12 months, who would you suggest? Maybe CSL? Or Aristocrat? But while both are up over 50%,...

In 2020, the one thing investors can’t ignore is the balance sheet. While I would argue it should never be ignored, it becomes particularly important as we head into...

The Australian team at Fidelity International often draw on influence of legendary Fidelity fund manager, Peter Lynch. But one area that the approach hasn't always...

Last year, BHP and Rio both paid a gross yield of more than 13%, a figure that jumps to more than 20% once you include buybacks. Peter Gardner from Plato Investment...

With global growth slowing and central banks around the world running out of ammunition to respond, governments will need to step in with increased fiscal stimulus to...

MFS strategist Robert Almeida summarised it best in his latest reflections: "Investing is simple, but hard". Those who had been expecting logical, straightforward...

Value stocks have shown signs of life in the last three months, but it will take time for the market to be convinced that this is a turning point. When we met with...

In 2018, the top 10 dividend paying stocks accounted for 63% of all dividends paid in Australia, according to the Janus Henderson Global Dividend Index. Of these, the...