ASX 20

Guys the latest episode of our very popular Complexity Premia podcast is live! You can listen on your favourite podcast app, or you can find it on Apple Podcasts here...

Uday Cheruvu, Portfolio Manager of the Australian Companies Fund, says he has sold out of Australian banks as they are coming under a quadruple threat from capital,...

The market backed off from early highs today which came in at 6779, the highest point for the ASX 200 since August, a drop of -26pts from the intra session milestone...

As highlighted in the recent results announcements from Australia and New Zealand Banking Group (ASX:ANZ), Westpac (ASX:WBC) and National Australia Bank (ASX:NAB), the...

It’s often said that’s its darkest before the dawn and that certainly applies to markets. Only a few weeks ago bond yields were hitting record lows and the equity...

A bullish day for the Australian market to start the week with a strong rally in the healthcare sector underpinned largely by CSL which added +3.53% thanks to a UBS...

Today I write that while there are reasons to be optimistic about the next 12 months, being psychologically fractured in your thinking is no less important. More...

In the past week, we have seen three retail banks: ANZ Banking Group, Westpac Banking Corporation and National Bank, announce disappointing dividend results. ANZ...

A strong day for local stocks with the out of form Australian banks keying off an inline full year result from NAB this morning – more on that below however that...

Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They...

We have recently moved fairly aggressively long the resources stocks with a 24% direct holding not including gold, hence the obvious question after moves like...

While investors feel at ease turning to big caps for income, they sometimes forget a company doesn't need to have a $50 billion market cap to be a stable, mature and...

A choppy session to start the week although considering that Westpac (WBC) was in a trading halt to raise $2.5bn in fresh equity after reporting results this morning,...

It is time to unveil a new expectation: if the RBA continues cutting through conventional and unconventional means, which is our central case, I expect that this...

After opening lower this morning , the market chopped around in a tight range till around 11am before finding its mojo and rallying strongly in the afternoon session...

There is a special cluster of industrial mid-caps on the ASX that are perennial crowd-pleasers, stocks that under-promise and over-deliver every reporting season,...

The final trading day of October was a another negative one for the ASX capping off a negative month overall for the market with the ASX 200 down -1.18%. Today it was...

Sellers dominated today with the index on the skids from mid-morning onwards, the selling really kicking into gear post local inflation data at 11.30am that printed in...

Another session of low conviction and light volumes with early optimism again sold into. The market is certainly struggling to hold any meaningful assault on the 6800...

“We have delivered on our commitments and we are laying the foundations for future growth into the next decade”.These were former CEO David Thodey’s comments at...

Since the United Kingdom voted in June 2016 to leave the European Union, concerns over Brexit have buffeted the share prices of Australian companies. As the result...

Bond yields continue to be the tail that wags the stock market dog whether it be the overall index, or the specific sectors that are swinging in / out of favour. When...

This month marks the 25th anniversary of CSL (CSL) as a listed company on the ASX. In fitting fashion, shares in Australia's highest quality global success story...

The downtrend in value and uptrend in growth have been unstoppable over the last three years. And while in theory, ‘the trend is your friend’, in reality, it's only...