ASX 20

The starting gun has been fired. Wesfarmers (WES.ASX) and Kidman Resources (KDR.ASX) this morning announced a proposal that would see Kidman acquired at $1.90 per...

A bullish day for Aussie stocks with the banks underpinning the strength at the index level following ANZ’s 1H numbers – more on that below, however hard to not see...

This time last year we wrote that we felt that BHP was in the midst of an upgrade cycle driven by strong commodity prices and a significantly reduced cost base....

To cut or not cut? That is the question facing the National Australia Bank (NAB) Board. Just over a week ago, NAB announced another customer remediation provision,...

The ASX drifted marginally lower today, pulling back from recent highs but not aggressively so. Most Asian markets were higher while US futures were pretty flat during...

After years as a successful investment strategy, something has happened to blue chips over the last 5 years. Despite huge gains from global markets, Australia’s...

I felt like I was one of only a handful in the city today with the Easter School Holidays overlapping ANZAC Day and creating the perfect excuse to take or extend...

So far in 2019, credit markets have been buoyed by the US Federal Reserve’s (Fed) announcement of a pause in its Quantitative Tightening (QT) program and the shift in...

It's not easy to find yield opportunities in the large-cap universe at this point in the cycle, and with the potential for a pick-up in global growth and interest...

What will the world look like in five years’ time? A difficult question to answer, but one that long-term equity investors must ask themselves every day. In 2014,...

Another really strong day for Aussie stocks as traders position for further interest rate cuts locally following a weaker than expected print on inflation at...

Last week, the National Australia Bank (ASX:NAB) released details of the customer remediation charges it expects to take in its 2019 interim result following the Royal...

The first day back on the desk following the Easter break and the market roared up through 6300 today on the back of some marginally positive leads overseas...

NAB has today announced after-tax remediation costs of $525m (91% wealth-related and the balance being banking-related) that will reduce 1H19 cash earnings by $325m...

The debate over the longevity of the economic boom in China has long divided economists and financial market participants. On one side are believers that China’s...

Surprisingly resilient day was seen on the local market today, once again held up by the banks. Resources took a hit though with the iron ore names finally coming off...

With the Easter and Anzac period upon us, for some holiday reading, we’ve rounded up and summarised a baker’s dozen of the top wires of 2019 so far, including some of...

I recently went to New Zealand to research the Financial sector. I was visiting banks and insurance companies, as well as seeing the regulators and getting insights...

If you’re an Australian Real Estate Investment Trust (AREIT) investor looking for reliable, stable income, you are being misled. The AREIT Index is not what you think...

The effect of Vale’s tragic dam collapse in early 2019 has seen iron ore prices rally. As a result of forced mine closures, the global seaborne supply of iron ore is...

The ASX brushed a weak overnight futures read early in the session as the banks caught a bid for the third day in a row. The buying caught a second wind mid-morning...

Poor capital allocation decisions are one of the most frustrating parts of being a patient and contrarian investor. We conduct detailed independent research and invest...

One of Australia’s most iconic funds management firms will celebrate its 20th anniversary this year. From humble beginnings with just $30 million of assets under...

Last week, I was reminded by a gold bug investor on Twitter that, as far as asset investment returns are concerned over the past two decades (1999-2019), gold came in...