ASX 20

The big four banks, Telstra, and AREITs have traditionally formed the backbone of a defensive equities portfolio, but Aaron Binsted, Portfolio Manager at Lazard Asset...

Once again, the expectation of lower interest rates was enough to drive stocks higher today, with comments from the RBA that imply rates were more likely to go down...

The only thing Aussies love more than sport ... is a punt on the sport. Or just punting in general for that matter. Gambling is a very common Australian pastime and...

Few Australian large-cap stocks have caused as many differences of opinion over company prospects as Telstra. They have been Australia’s largest and most profitable...

We were the first to publicly canvass the near-term possibility of Aussie QE (actually, it was one our investors who encouraged us to dig into this), and an...

A little over a year ago I wrote about CountPlus (ASX:CUP) and outlined why there was significant strategic value in their relationship with the CBA owned, and much...

Commercial property isn’t a pure income asset class like cash or fixed interest but it has a few advantages over other forms of income-based investing, starting with...

The local market quickly pushed on with yesterday’s rally to post an extra 41pts to rally to the intraday high within the first hour. The selling picked up from there...

During the first quarter of 2019, we have observed an acceleration in the outperformance of growth over value. This can be seen in the chart below provided by Deutsche...

After a tough 2018 the Aussie banks have bounced back thanks to a loosening of lending restrictions from APRA and a surprise election win by the Coalition. But should...

The ASX200 gained 24 points yesterday, taking the index within striking distance of this month’s 6403 high although we are still only in June’s first trading week....

A “red herring” is known as something that distracts from a more important area of focus. There are numerous different attributions to the etymology of this saying....

Today I explain why ANZ was nuts not to fully cut its lending rates in May; why it will be even harder for all banks to pass along the next RBA cut, which could come...

Five years of price consolidation, a possible bottoming of the housing market, and the unexpected return of the coalition government have mitigated some of the key...

Recent lithium acquisitions provide see-through valuations for Pilbara which are well above its share price, fuelling talk about what it may get for its planned sale...

The market edged higher today, however gains were very lacklustre considering the +2% rally in US markets overnight. The ASX 200 peaked early on 6387, up ~55pts...

With the election out of the way and Labor's more disruptive reforms defeated, market sentiment has clearly taken a turn for the better. Looking ahead, the most likely...

We have a special episode of the Complexity Premia podcast out today on the Game of Thrones-style battle between Presidents Trump and Xi over trade, which is...

After consulting numerous Chinese and US intelligence, defence and political experts, I believe the probabilities have shifted materially from the benign modal case in...

Lynas (LYC:ASX) is a rare earth producer with operations in Malaysia and Australia; most recently in the news for being the target of an opportunistic takeover by the...

The soaring iron ore price is generating cash hand-over-fist for Rio, BHP and FMG. But when it comes to leverage for investors, juniors like Centaurus have it in...

One phenomenon going on at the moment is the buying of stocks that were going to be stuffed by an ALP victory: i.e.: retail, banks, consumer stocks, property stocks,...

The CBA has had the highest level of home loan applications in the last week it has had for the last six months. This is a Corelogic chart showing the 'election...

This Time Last Year I wrote an article titled The most (and the least) profitable companies on the ASX200. The article was written in response to reading several...