ASX 50

In the under-researched and often illiquid world of small and mid-caps, stocks are largely driven by individual factors. If a company’s product or service succeeds and...

A potential “taper tantrum” as the US Federal Reserve eventually winds back record stimulus is the number #1 macro topic for 2021, Wilson Asset Management portfolio...

Out of countless ‘COVID surprises’, the Australian consumer has been the most astounding. Its strength has dragged our economy out of what could have been a...

Investing in lithium over recent years has been an extremely volatile ride which has seen heavyweights like Orocobre (ORE) more than double and then half over just a...

The Western Australian (“WA”) economy continues to go from strength to strength as per the latest release of Labour Force data from the Australian Bureau of Statistics...

Others see a world dominated by central bank interventions, fiscal stimulus, a virus that refuses to surrender, still rising inequality, asset price inflation and a...

Sunstone Metals hoping imminent drilling program in Ecuador will reveal such a beast. And Bellevue Gold dangles juicy carrot with bumper drilling results which point...

Well, I think we can all agree it's been a strange week. Masks are once again mandatory in New South Wales, borders are shuttered, and travel plans, devastatingly,...

The end of the dream run for Growth and a longer-term period of outperformance for Quality could be close, says Fairlight Asset Management portfolio manager Ian...

In keeping with the pre June 30 EOFY vibe, this week your columnist opines on a few well known underperformers that arguably are worthy of being sacrificed on the...

You know certain parts of the stock market are getting toppy when fund managers drop the “C” word. Comparisons with cryptocurrency emerged twice during the following...

Twelve months ago we wrote our second note on Mineral Resources (ASX: MIN) titled Can Mineral Resources be a $40 stock?. Within seven months our question was answered...

As iron ore prices sit at record highs of more than US$200 a tonne, the commodities supercycle is in full swing. While there are threats on the close horizon for iron...

Record-level household savings, robust demand for Australian commodities and a rapidly recovering domestic economy add up to a rosy outlook for Australian equities,...

Throughout Livewire’s 100 Top-Rated Fund Series, the country’s best fund managers have shared their views on the highs and lows of the investment landscape. From...

Ben Griffiths of Eley Griffiths Group views the stock market as a battle; only the weapons are reading, forming relationships, and learning to manage money. And...

Few stocks have been able to wrangle their way into the S&P/ASX 20 over the past few years, earning themselves a place among the bourse's biggest as their market caps...

A good value investor will buy cyclical stocks on high multiples at the bottom of the cycle. This is when earnings have troughed. Computershare (ASX:CPU) will soon...

Strong GDP growth this year is already priced into Australian share prices. For 2022, our expectation is that local and global growth will likely begin to fade as...

They say from little things, big things grow. And that is certainly true for Australian companies. But on every company's way to the top, they have to pass through a...

As Australian shares race to fresh record highs, our large-cap duo Matthew Haupt and John Ayoub believe that investors are nearing a pivotal moment of time that will...

In this first-ever analyst’s forum for Wilson Asset Management, our Equity Analysts share the stocks they would buy, hold and sell in sectors including financials,...

When you’re sifting the listed company universe, some stocks are just impossible to ignore. If you’re lucky enough to stumble across businesses with wide moats of...

Truly special businesses don’t come along very often. Those with enduring competitive advantages, the ability to grow for long periods and produce high returns on...