ASX 20

Life can get busy, so in case you missed any gems, we've rounded up and summarised some of the most 'viral' stock wires on Livewire from the last quarter. These are...

What do A2 Milk and Nine Entertainment have in common? They represent two key themes that Australian investors should focus on. These themes are: businesses with...

This week I reflect on the intensifying FOMO rally driven by the expected search for yield dynamic that has been triggered by RBA rate cuts, the prospect of the Fed...

The RBA has taken the unusual step of back-to-back cuts to its official cash rate at its June and July meetings, taking the rate to an historical low of 1%. Along the...

In the lead up to the tech wreck of the early 2000s Paul Skamvougeras was working on the dealing desk at Perpetual. The ‘value’ focused manager was struggling to keep...

Junior Sunstone Metals unveiled results this week which were in line with Newcrest’s legendary Cadia mine and that of the $1b SolGold. And MD Malcolm Norris should...

Yogi Berra’s (purported) quote seems an apt description of the current state of global markets and economies. The past financial year, particularly in Australia, has...

There's no doubt in anyone's mind that the past year has been an extraordinary period for markets. Casting his mind back 12 months ago, Ausbil Investment Management...

The local market had another crack at new highs today, setting a new intraday high at 6692 before setting at 6685, a tickle below the 10-year high set about a...

As any experienced microcap investor could tell you, investing in microcaps presents many unique challenges, not the least of which is finding good ideas for further...

The RBA cut interest rates by 25bp at 2.30pm on Tuesday, taking the benchmark rate to an all-time low of 1%, its first consecutive monthly reduction since 2012....

At its meeting today, the Reserve Bank cut the cash rate by 25 basis points to 1.00 per cent. This followed a similar cut in June. In explaining the board's decision,...

This financial year proved to be another up-and-down one for the Australian share market, albeit with smaller swings than we have had at times since the global...

This week I write that the housing party is just getting started (click on that link to read the column or AFR subs can click here). Recall we forecast the end of the...

The very special Quantitative Easing (QE) episode from our top-rating Complexity Premia podcast is now live---go and listen at Apple or Podbean below. In this episode...

One of the biggest uncertainties hanging over investment markets currently is the trade conflict between the US and China. There are almost as many theoretical...

In January, we published the results from our reader survey, including the ten most tipped stocks from the 2500 stock calls submitted. By the end of March, this group...

Cast your mind back 12 months and it will be near impossible to recall anyone sticking their neck out to back Telstra. As we sit today, shares in one of Australia’s...

Today I write that the ASX hybrid market has had a huge rally as a result of the election, with a market-capitalisation weighted index of bank hybrids returning a...

The dogged Chilean explorer appears to have a game-changer on its hands with a strong copper-gold porphyry hit. Plus, the bulls are running on Highfields’ Spanish...

A little bit of a tailwind can go a long way in investing, and these five stocks are riding a big one; the declining Australian dollar. With the RBA now firmly in a...

The local market did very little in the first hour of trade, and was actually trading marginally lower by 11AM only to turn the corner sharply, bid strongly throughout...

In this special report, ten of our analysts select 29 stock picks across sectors including banks and general insurers, LICs, agricultural and FMCG, technology,...

The 2018-2019 financial year has seen a dividend windfall for investors from Australian resource companies, an industry that isn’t historically associated with high...