ASX 300

This week’s guest on the podcast is Rick Rule, President and CEO of natural resources specialists, Sprott US Holdings. According to Mining Journal, Rick is one of the...

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...

After yesterday’s day off the market was choppy through the morning before selling kicked in - particularly in the banks today. Westpac in particular was sold off hard...

A few months ago we wrote on Livewire that the spot price of Uranium was far too low based on the fundamentals of the industry, and that it was like buying oil at...

For many years China has had a single focus of delivering high GDP growth. John Lake from Paradice Investment Management has recently returned from a visit to China...

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 bourse performed well on a slow news day today, as banks and miners lead the index higher. Banks, in particular the regionals in Bendigo and Bank of QLD, were...

The AFR called me on Friday for some thoughts on the AMP debacle - and let’s be clear, last week was nothing short of a debacle for AMP. I gave my opinion that,...

The long term thematic of having Australian primary industry “feeding the world” remains a compelling one. Here we discuss our analytical approach and focus on one...

The most important ingredient of a great investment is having an outstanding ‘horse and jockey’; a business that’s operating in an attractive industry, and a highly...

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...

A very weak session for local stocks even though the index finished flat with early optimism sold into fairly aggressively, particularly on the close despite US...

The telco sector caused widespread pain in 2017 when it lost 23% to finish as the worst performing sector on the ASX. And not even 4 months into 2018, the sector is...