ASX 50

One of our preferred market valuation indicators is the CAPE model derived from macroeconomic fundamentals. The basic idea is that lower levels of interest rates...

Among these three darlings of the local tech sector - Seek (ASX: SEK), REA Group (ASX: REA) and Carsales.com (ASX: CAR) - only one blotted its copybook this earnings...

Sydney Airport and Transurban have been steady long-term performers and present opportunities for investors to add infrastructure exposure to portfolios.  Whilst...

Despite rising bond yields through most of 2020, continued low interest rates have underwritten record valuations across markets. Meanwhile, rampant M&A activity is...

As a fundamental value manager, one way we can add value is avoiding stocks which look cosmetically cheap but are in fact value traps. A few value-style companies...

BHP had a terrible week falling ~16% after announcing FY21 results, the unification of their structure, the proposed spin-out of their Petroleum division to Woodside...

Welcome back to the August 2021 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief summaries of the...

Welcome to week three of August reporting season. It was a huge week as expected, with some big names, reporting some big numbers. We saw BHP and Woodside's...

I recently sat down with Ben Clark from TMS Capital to find out which results have grabbed his attention this reporting season. Clark is well known to many...

And again its juniors like Kalium and Trigg which offer the leverage. Plus, African Energy positions for big Queensland copper play and Argonaut sees much upside at WA...

There are a few things in life we all love with reckless abandon. That first sip of a cold drink on a warm summer's day, puppies, travel (minus the flights and/or...

BHP has endured a tough time after reporting both earnings and a company restructure this week, firstly let’s look at a quick summary of the news, there was plenty of...

A scarcity of Australian government debt meant that the RBA and APRA had to be creative when implementing the post-GFC global banking reforms, known as Basel 3. The...

Australia's favourite long-term growth story and biotech darling CSL (ASX:CSL) has reported its full-year results, with net profit after tax up 10% to approximately...

The Chinese market presents an enigma for businesses: On one hand, the sheer size of the population is an enticing prospect as it gradually grows wealthier. On the...

In June this year, Philips was forced to recall 14 sleep and respiratory care devices due to safety concerns. While this has been a setback for the Dutch company, it’s...

At a time of bumper dividend payouts from the likes of Rio Tinto (ASX: RIO) and BHP (ASX: BHP), most investors seeking a resources exposure would be happy to invest...

Understanding a company's economic moat is a core part of investing. While pure monopolies are hard to come by, there is a compelling duopoly in one of Australia's...

The Alphinity Sustainable Share Fund and Global Sustainable Equity Fund both invest in companies we have found to be doing good for society and the environment (by...

This morning’s confirmation that Woodside is exploring a merger with BHP’s Petroleum assets is an extraordinary development. A development that even 12 months ago...

According to a recent rent report by Domain, gross rental yields have dived to around 4 per cent on the back of soaring property prices. This makes direct investment...

As the August 2021 reporting season gets into full swing, we've compiled a calendar featuring ~200 ASX-listed companies, highlighting reporting dates, NPAT (consensus...

Welcome back to the August 2021 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief summaries of the...

It's been a stellar start to reporting season, with several companies reporting strong profit numbers. Suncorp announced a $250 million share buyback after increasing...