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Australia’s four major banks have now reported their interim results. Common to all of them were three key themes, which are presenting both challenges and...

Over the past 18 months, we have demonstrated a higher allocation to large cap Australian securities in line with the view that in many cases large cap stocks...

The mining giants have declared a new-found appetite for battery metals. And the word from on high is good news for leveraged battery juniors like Mincor and Liontown;...

The recent bank reporting season was highly anticipated as it was the first since the Banking Royal Commission final report. Although these results were impacted by...

Stocks recovered most of the losses incurred the prior session today – Energy and Resources the main game in town however the buying was very broad based with all...

We’ve recently seen some developments in relation to the proposed TPG-Vodafone merger, including the ACCC announcing it will block the merger. By way of quick recap,...

The latest episode of our very popular Complexity Premia podcast is now live where we discuss: the coming of Aussie quantitative easing (QE); the eruption of...

US markets were hit hard overnight, the Dow Jones down ~700pts at the worst while the tech stocks were hit harder – the Nasdaq down nearly ~3.50% on the session thanks...

Another fairly busy session today with weakness in US Futures before our open this morning thanks to Trump’s tweets over the weekend ensuring we opened on the back...

The ACCC recently announced that it would oppose the merger between Vodafone (VHA) Australia and TPG Telecom (TPG). The decision was accidentally released a day early...

5G is the next generation of mobile communications technology and has the potential to be a game changer – but what is it and how does it work? In this podcast, we...

This week I argue that while RBA governor Phil Lowe passed with flying colours the controversial intelligence test we pitched him last week (by not cutting the cash...

Finding cheap stocks this late in the cycle is getting harder and harder. Index funds have bid up the prices of large-cap stocks to levels not seen since the tech...

We spend a lot time analysing individual companies and the industries they operate in. There are two time horizons investors are focused on predominantly. Firstly,...

Back in late 2017 when BHP was $26 and unloved, Troy Angus, Head of Australian large caps at Paradice Investment Management made the case for the stock in a Livewire...

The Trump / China trade hangover lingered over the market this morning and we’d expect that theme to continue for the remainder of the week, however it wasn’t all...

The sell signals have been building on the charts for a couple of weeks both here and in the US. The dam burst a little bit overnight. The 1.65% sell-off on Wall St is...

After 32 months of inaction by the RBA they stayed true to form today, and did nothing for the 33rd time deciding to put more weight behind strength in the employment...

On the 23rd of May, eight fund managers will present their best ideas at The Future Generation Investment Forum. The line up this year looks exceptional and boasts a...

A weak session today for the local market with the index down ~90pts at its worst thanks to Trumps tweets around China / US Trade… China responded saying they are...

Equities have continued to recover from their sell-off late last year; income-oriented asset classes like property and infrastructure have been in strong demand and...

In my column today I argue that May presents an intelligence test for RBA governor Phil Lowe; explain why the banks are already doing the heavy-lifting for it by...

The conglomerate’s surprising decision to pay a 47% share price premium for half a lithium project which won’t be in production for three years poses interesting...

Stocks fell today with the financials leading the decline – ANZ the worst of the banks after a litany of downgrades filtered through post yesterday’s result. The first...