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With offshore developments becoming increasingly difficult to predict or heaven forbid, with Trump's seesaw battle with China on trade, political opaqueness in Britain...

Today I show that the great Aussie housing boom is well and truly back, with Sydney and Melbourne house prices surging in August, up by north of 1.2% in the month...

We recap some of the profit reporting season highlights from this week including Macquarie Group, Afterpay Touch Group, IOOF Holdings, Propel Funeral Partners, Bega...

If you find mortgage repayments a burden, consider moving to Denmark, where Jyske Bank recently announced a 10-year fixed rate mortgage with an interest rate of minus...

BHP expects a structural deficit for copper to emerge in the early to mid-2020s. Sandfire’s chief says this longer-term outlook means now is the time to get set for...

Today marks the final day of the local reporting season and it’s been a challenging one for investors. Beats have been slightly ahead of misses on FY19 numbers however...

In January 2019, the Vale-owned Brumadinho dam collapsed. This tragic event claimed the lives of more than 250 Brazilians. It was the second collapse in three years...

A positive move from overseas markets last night however that took a while to sink in locally with stocks fairly muted early on. By 11am buyers were out and the mkt...

In January of 2016 Fortescue Metals (FMG) had a low of $1.34 spending much of the month trading around $1.50. Of the twenty analysts that covered the stock on...

Volatility was back in town today thanks to Mr Trumps barrage of tweets over the weekend and subsequent escalation of the China – US trade tussle. US Futures opened...

If you had bought CSL when it floated in 1994, a little over a decade later you were sitting on a ten-bagger. Most investors would have been happy to cash in then, but...

The market crept higher to round out a reasonable week of trading. There wasn’t a great deal of direction given from overseas markets with many investors watching for...

As the reporting season avalanche gathers pace, a few company reports have really caught our eye. Here’s our take on reports by BHP, a2 Milk, Beacon Lighting and...

Today I argue that since we blindsided participants by first putting the likelihood of the Reserve Bank of Australia launching quantitative easing (QE) back in May,...

BHP’s chief Andrew Mackenzie says he’s excited by the company’s “new copper opportunity” near Olympic Dam. In truth, it’s actually an old WMC discovery. But there’s no...

A strong rebound for local stocks today with broad-based buying across all sectors despite a slightly weaker than expected result from BHP. Energy was the standout...

Seasonality of payouts, an over-reliance on the financials and resources sectors, and a lack of dividend growth means that Australian investors would benefit from...

The latest episode of our Complexity Premia podcast is live and it is a big one! We discuss: what happened in bond markets in July and August; why the world’s best...

A big week of reporting / market turmoil as the newspapers would call it with global equity markets taking a hit. Concerns around an inverted yield curve, more Trump...

Today I argue that Magellan will revolutionise the LIC/LIT market with its shift to a commission-free distribution model that we had long advocated and which is...

We recap some of the profit reporting season highlights from the past week Commonwealth Bank of Australia, Suncorp Group, Insurance Australia Group, Bendigo and...

Following this week's global share-market rout, Saxo Capital Markets Australia Market Strategist Eleanor Creagh said that global markets remain vulnerable to a...

More EVs and more nickel in each of them will drive nickel demand through the roof, says the head of BHP’s Nickel West arm. His forecast is great news for those...

Telstra's earnings downgrade cycle has turned. Following several periods of lowering guidance and missing expectations, TLS has delivered a full year of earnings at...