ASX 300

Some cracks started to appear in the ASX today with the recently hot Energy & Materials sectors coming under pressure while the traditionally defensive Healthcare &...

While EPS beats were slightly ahead of misses this reporting season, abrdn's Michelle Lopez is increasingly more cautious on the outlook. In this wire, she outlines...

Beaten up technology firms might seem a dime-a-dozen right now but there are some gems. In this wire, portfolio managers James Delaney and Chris Prunty of Sage Capital...

Tribeca Investment Management’s natural resources team haven’t seen a better period for the sector... Ever. They say it’s powered by a few things, one being the macro...

After opening the session higher, stocks were largely one way for the rest of the day closing down around 1%, the out of favour IT sector continuing to languish, ably...

The investment management industry tends to present issues in zero-sum ways. Active versus passive, large cap stocks versus small cap stocks, liquid assets versus...

Technology stocks have been crushed. In the US, the Nasdaq 100 is off around 16% since 1 January. And it’s worse in Australia, where the ASX All Tech index is down 24%...

ETFs (like the equity indexes on which they’re based) haven’t had a great start to the year. But not all ETFs just buy broad country and global indices. In this...

Over the past few months, the ASX has sailed through turbulent seas, with headwinds such as rising rates, a Russian war, and now a rain bomb over the east coast of the...

Retailers have been at the centre of February reporting season; mostly not in a favourable manner. This turned out the ideal background for Lovisa Holdings to show not...

Welcome back to the report for the February 2022 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief...

The copper price was doing nicely long before Russia invaded Ukraine, having risen 51% from its 2020 average to a 2021 average of $US4.22/lb. The price has been swept...

In case you missed it, Michelle Lopez from abrdn and Blake Henricks from Firetrail provide their assessments of three high-flying stocks post reporting season. Our...

A choppy session for the ASX overall today with some big divergence between the haves and have nots, the Resources & Energy sectors again the beacon of hope while...

Russia's invasion of Ukraine and the subsequent sanctions have enormously affected energy and broader commodity markets. Emmanuel Datt of Datt Capital explores three...

A solid underbelly from the market today to close marginally higher despite US stocks falling more than 1.5% overnight plus our influential banking sector ended the...

In April 2021, a reader, Andrew, suggested we go directly to the Livewire audience and ask them about investing. Soon after, "Meet the Investor" was born. Here, you'll...

It is impossible to ignore the trend towards electrification in society, says Datt Capital's Emanuel Datt. So in this wire, he identifies three core commodities that...

A solid morning session for the ASX with the market peaking +110points higher at midday before the afternoon was filled with sell orders, a +47pt gain a disappointment...

Every once in a while, a stock comes along that truly captures the attention of investors. These stocks tend to have a few things in common. A huge addressable market,...

Stockmarkets are pretty efficient. That means everything you care to think, or think about thinking, has likely already been thought, and is in the price already. As...

Gold got off to a strong start this year, rallying by 5%, putting it close to all-time highs. While much of the world’s focus is (rightly) on Ukraine, history suggests...

Rising interest rates and market volatility have created plenty of opportunities for short sellers, says Anthony Aboud from Perpetual. While high-quality but expensive...

According to Andrew Clifford, CEO and Co-Chief Investment Officer of Platinum Asset Management, there's one variable that matters more than any other in stock markets....