ASX 50

The December quarter was among the busiest and most eventful periods I can recall in recent times. The period in review concludes a year of extraordinary occurrences,...

Persistently low-interest rates and anaemic inflation are forcing investors to ratchet up their risk, but there are a few bright spots to consider in 2021, say...

Catherine Allfrey is a fighter. As the first female inductee into the Australian Fund Manager Hall of Fame, there is no doubt she has taken adversity in her stride on...

We are living in extraordinary times, and it's fair to say it's been a very interesting start to 2021. Uncertainty prevails globally, yet markets are ripping back...

Gold, and more broadly gold equities, have disappointed over the last six months, despite record Central Bank monetary easing, aka money printing, alongside growing...

Reporting season in Australia kicks off very shortly and this (as always) will be important to the market’s future fortunes. One theme that seems very obvious is that...

In terms of the global backdrop, the election victory of Joe Biden in the US and news of several potentially highly effective vaccines against COVID‑19 (the disease...

“History is merely a list of surprises. It can only prepare us to be surprised yet again”. It’s hard to disagree with Kurt Vonnegut having lived through 2020. A global...

As we look back on the year that was, we believe one thing is clear: it’s critical that an investment philosophy performs in both up and down markets. 2020 showed...

With apologies to George W. Bush^ for the title of our note, sometimes it is easy to underestimate how quickly, ‘slow’ and ‘consistent’ foundational change is...

Our lack of exposure to the high-growth technology sector and the stable earnings streams from the healthcare and consumer staples sectors may seem extreme. But so are...

Gold was threatening to recover over recent weeks only to plunge over $US60 an ounce on Friday. When I reviewed the market on Saturday morning, I could almost hear a...

After a year many would describe as the most challenging in recent memory we are optimistic on the human spirit bouncing back in 2021. Whether it be reigniting the...

A recent magazine cover highlights the current mood in stock markets. The collapse in March seems like a distant memory given that most stock market benchmarks around...

Welcome to the third of a three-part deep dive on the one sector that has been on everyone’s mind this year: Healthcare. It's a sector that rewards patient...

Low-interest rates, government stimulus and a post-COVID structural shift in equities will define markets in 2021 according to James Gerrish of Market Matters. As we...

It was English writer Rudyard Kipling who famously wrote in his poem "If" of the value of "keeping your head when all about you are losing theirs". In a similar vein,...

If you were told that tomorrow the market would close for five years and you could only own shares in one company, which company would you choose? It's a challenging...

To understand how professional investors think about healthcare in the current environment, I recently asked three experts where they see the most opportunity in 2021,...

The “millionaire factory” investment bank Macquarie Group (ASX: MQG), buy-now-pay-later phenomenon Afterpay (ASX: APT), software firm Technology One (ASX: TNE) and...

The last 12 months have been bruising and emotional for many people, including equity investors. 2020 started with markets rising nicely until late February, based on...

It is a truth universally acknowledged that a decent investor in possession of a good sense of opportunity is in want of one great stock pick. Well, maybe not. But we...

Welcome to one of Livewire's favourite times of the year, and we're not just talking about Christmas or summer, or having that well-earned after-work silly season...

There are some trades that so fill us with joy we become like a proud parent championing their children's sporting achievements, talking the ear off family and...