ASX 20

Today marked the conclusion of the May profit reporting season, with Westpac finishing the season well with a strong result that was well-received by the market. May...

In our latest 50-page report for funds and institutional investors, Chemical Change, we’ve conducted a detailed consideration of shifts in mortgage lending standards,...

Broker calculators have been running red hot over the past week working through the implications of the large cash balances of some of the world’s largest companies,...

A 10-bagger is a stock that goes up 10-times in value. It is a concept made famous by Peter Lynch, the well-known fund manager from Fidelity. For most fund managers,...

NAB's first-half results on Thursday marked the second stop in the banks' results season. This is giving management teams the platform to address the issues raised at...

Another solid performance from local stocks today bucking the negative overseas lead – the Dow Jones down -146pts / 0.61% overnight yet we rallied +0.54% today...

The last month has been tough for shareholders in the major Australian financial services companies, who have seen their share prices drift lower throughout March and...

The local market continued on its bullish tilt today to end the month with the ASX 200 trading just 9pts below the psychological 6000 mark – up +29pts on the session...

The ANZ, NAB, WBC and Macquarie report results next week and will go ex-dividend shortly after. The sector is on its back, and for a variety of reason, one of which is...

It is hard to spot a market bubble in the making. As they inflate, market participants often rationalise their investment decisions as to why they are paying higher...

Our bullish view on resources remains intact, and our conviction on BHP Billiton Limited (BHP) has grown as we move into a more reflationary environment, coupled with...

Each quarter, Alphinity Investment Management’s portfolio managers share their expert views on the trends and themes emerging within their relevant sectors. This...

The All Resources Index in trend terms has been outperforming the ASX 200 Index since the start of 2016. In this note we compare the performance of the big Australian...

The business of wealth management has been put under the microscope over the past month with the Royal Commission into the financial services industry. In March, the...

It’s no secret that the real opportunities in recent years have been among the high-quality emerging midcap names rather than traditional big caps. These are often...

The resource stocks were very strong today after big moves in underlying commodity prices overnight put the fire in the belly of buyers, particularly targeting Nickel...