ASX 50

Wesfarmers’ (ASX:WES) trading update for the first four months of FY21 showed the robustness of its retailing businesses. Sales growth for its two best-known brands,...

Back in May, we wrote about potential investment merit in Qantas, noting that, while airlines do not readily fit into the “exceptional business” category, we could see...

At the beginning of the year, we identified rare earth elements and battery metals as a key theme in our article “2020 Investment Themes & Opportunities”. The...

From a creator of medical products at the forefront of infection control, to a caravan-maker reborn as a modular building specialist – a handful of niche companies...

Surging demand for EVs is expected to see rare earths live up to their name, with prices reflecting the forecast supply-demand imbalance. This bullish outlook is...

The past year has shown volatility like no other. After hitting rock bottom in March, the market has shot up over 50%, in just nine months. Nail biting investors...

I had an email from a Marcus Today Member this week saying “I know you have said many times that the market is sentiment-driven, but at the moment the US market has...

2020 has been all about beta and understanding how the market trades in and around a pandemic induced recession. For AREITs there were obvious winners and losers from...

It should come as no surprise that 2020’s word of the year is “lockdown”1 according to Collins Dictionary. As COVID-19 swept the world, cities locked their doors to...

The positive news regarding the effectiveness of both Pfizer and Moderna’s vaccines against Covid-19 are exceptionally good news for the world. With many more...

Quality is one of the key aspects in Investors Mutual’s investment decision-making process. In this article, we discuss why we focus on quality, the factors we...

Warehouses have come a long way from being dirty sheds in the middle of nowhere. Today, highly automated warehouses are occupying populous urban locations and powering...

As borders reopen and Australians return to a new-normal, our economy moves from a pandemic to a recovery stage. Matthew Haupt and John Ayoub, large cap specialists at...

The temptation to buy and sell stocks can be overwhelming during periods of market turmoil, as we’ve seen since COVID hit Australia’s shores in February. But Prime...

Optimism in the macro outlook grew steadily throughout October, starting with an indication of further monetary easing from the RBA, followed by a Federal Budget which...

Growth stocks dominated markets in 2020. So much, so that value investing has now had it worst run in twenty years. The speed at which these companies grew captivated...

After a tumultuous 2020, the world is (slowly) beginning to recover. With two successful vaccines announced, and the virus largely quashed in Asia and the Pacific, the...

Listed healthcare companies, including those in medical technology, biotechnology and pharmaceuticals are among some of the most defensive assets, so are particularly...

Plus, imminent PFS could spark re-rating for Kingston and sold-down Rumble offers punters several leveraged exploration plays. It hasn’t taken long for Neil Biddle to...

This week, the world received the news that not only one, but two potential COVID-19 vaccines had been produced. Does this mean that 2021 goes back to normal and the...

In the period since the Global Financial Crisis (GFC), the global banking sector has significantly de-risked. This is clearly evidenced by the structural increase in...

Self-funded retirees and many other income investors continue to be stung by monetary policy decisions. However, taxation benefits in the form of franking credits...

Water torture always seemed to me a fanciful way of inducing insanity. Constant dripping might be annoying; however, inducing insanity is another matter altogether....

COVID Derangement Syndrome (CDS) is a nasty affliction that causes investors to misprice stocks. Some sufferers have it so bad they will buy or sell without regard to...