ASX 50

Despite the record reporting season past and the major wall of cash returned to investors this year, we at Airlie can't help but feel things in markets are a little...

The market finished down today although the worst of it was seen before 11am - the ASX 200 down ~60pts at the lows before a spirited fightback saw it recoup 2/3rds of...

In the first part of this collection, I asked three fund managers (below) whether they are bulls or bears when it comes to the reopening. In the second part they...

Here we are once more in the teeth of the great "super-cycle" debate as iron ore probes daily new lows in the reach for a China-Crisis clearing price. This is my first...

The founder of one of the ASX’s most unusual ‘tech’ companies is scathing about the business model of tech stocks with billion dollar-plus valuations, with the current...

The ASX was down early however a more dovish speech from RBA Governor Philip Lowe got the buyers off the sidelines pushing the market higher by the close. Again it...

Are stock prices in a bubble that could be pricked at any time – either by rising interest rates, a rapid end to central banks' monetary stimulus or some other...

Only a cursory amount of common sense seems necessary in questioning the connection between a domestic economy which is largely locked down, a global economy still...

Just as the Australian Census promises to provide a comprehensive snapshot of the country and how we are changing, so too the recently completed Australian profit...

Let's face it, putting up with anyone for a decade is an achievement. But to make a partnership truly sing after 30 years is not only worth celebrating, it's worth...

Supply chain issues were cited by company management numerous times during the recent reporting season and were attributed as one of the key reasons behind operational...

"Investors get ready for 11pc return from property stocks" - This was a headline in the AFR this week that probably caught many investors, particularly real estate...

The announcement on Friday that APRA is winding down the ability of banks to rely on the RBA’s Committed Liquidity Facility (CLF) to meet their Liquidity Coverage...

The early 90s was an interesting time. The internet was taking off, Australia was having the ‘recession it had to have’, and Perpetual was a hotbed of Australian...

Love or loathe them, listed investment companies remain an important part of the Australian retail market mix despite the flak they’ve (in some cases, deservedly)...

The stocks you actually care about on Buy Hold Sell? Who said you can't have your cake and eat it too... In this episode, we crunched the numbers on your most searched...

Uncertainty surrounding the timing of reopening has resulted in analysts taking the conservative approach to medium-term earnings estimates (FY23 and...

The “reopening trade” was a dominant topic among investors as recently as just a few months ago, as we lifted our heads and began to imagine a life without lockdowns,...

The market opened on the backfoot again this morning with Futures down around 60 points early before rallying from the lows – it’s been the playbook for the last week,...

We have just been through reporting season where investors try to digest a torrent of information that could impact share prices in the short term. But in today’s age...

In a time when markets continue to reach new highs, while bond markets continue to cascade lower, MLC Asset Management's Anthony Golowenko is adamant that "something's...

Why, particularly since the GFC, have Commonwealth Bank of Australia’s returns outpaced ANZ’s, NAB’s and Westpac’s? For decades, macro-economic conditions have...

Recent data suggests that APRA and the RBA can shrink the Committed Liquidity Facility (CLF) faster than I had previously figured. The entire point of the CLF was to...

The market continued to follow a very similar path to homeschooling in the Gerrish household of late, the low set in the morning – perhaps deeper than most feared...