ASX 50

The ownership of a mineral royalty (a contractually established financial asset) over a producing or near-production mining asset has been the basis of many Australian...

This quarter we wanted to focus on the significant medium-term opportunity around raw materials for Electric Vehicles (EVs), and particularly...

Wow, what a week! Pfizer announces it has a vaccine almost set to go, and hasn’t the market reacted! Happily for our investors, The Montgomery Fund has already pivoted...

Plus, Northern Star’s Bill Beament says his stock is a ‘screaming buy in the $14s’ and Kairos steps up the hunt for a Hemi of its own The market cap of Chalice Gold...

Each year, the leading investment minds from overseas and locally gather for the Sohn Hearts & Minds Conference. In past years the conference has featured Howard...

When Afterpay's share price recently rose above A$100, its market-cap surpassed some of Australia’s most successful global companies, such as Amcor, Brambles and...

There’s a ‘something for nothing’ element with mining royalties: the holder takes none or little of the risk in extracting the commodity while enjoying a virtually...

With Alphinity celebrating its 10th anniversary we have explored what has happened in the healthcare sector in the decade since Alphinity was first established. Over...

This is yesterday's Strategy podcast from Marcus at Marcus Today - this was our initial reaction to the Vaccine news - the podcast, which we do daily for Members,...

The clock is ticking down to the end of 2020 and for most, it can’t come quick enough. COVID-19 has made sure of that. But if there is a sector with the least to...

Plus, beaten-up Syrah wins an analyst’s heart while the bidding race for Cardinal puts the spotlight on fellow West African gold explorer Tietto. No big move either...

Record low interest rates, unprecedented government stimulus in the wake of the COVID-19 pandemic and faith that central banks will ride to the rescue have encouraged...

Atlas is often asked by clients about the merits of investing in healthcare companies that offer cures, treatments or vaccinations that may both save lives and be very...

Investment returns in the order of 5% are the new normal, say fund managers. But of course, this doesn’t have to be the case, especially for those who back the right...

Not even the challenges thrown up by a year ravaged by a global pandemic could get in the way of Australia’s top fund manager finding a way to pitch their best ideas...

Short-term market volatility has been on the mind of Livewire contributors, but on a long-term view, the market often proves rational. With the rise of passive...

Covid-19 could not kill off dividends with gross equity income seemingly still in rude health when compared with fixed income and cash products. A recent Plato Digital...

A review of the oil and gas sector has led to the Alphinity Sustainable Share Fund rejecting all fossil fuels where clean and affordable solutions are available. Most...

Few would have imagined 2020 turning out as it has done but MLC can at least claim that thanks to its investment architecture — Investment Futures Framework — the...

This investor fervour, variously known as the reopening trade, was directed towards those domestic companies whose earnings will benefit from a surge in personal...

Markets have a common habit of getting far too excited on both the upside and downside, a phenomenon we often describe as stretching the elastic band of optimism /...

“If you bought every company that lost money in 2019 … you’ll be up 65 percent so far this year.” - Joel Greenblatt, Masters in Business interview October...

The AREIT sector has had a strong come back since falling 35% in March 2020. For the six month period to the end of September, the sector rallied 29%, outperforming...

The March lows from the impacts of coronavirus spelled the sharpest correction experienced in decades. Yet from this fall, we are experiencing a recovery almost as...