ASX 50

COVID-19 battered retail real estate names as tenants were forced into lockdown and activity was halted. It also compressed social trends that ordinarily would have...

At a high level, the commodities sector appears to be a bright spot in a market ravaged by the pandemic. The S&P/ASX Metals & Mining Index has advanced 7%...

Welcome to the second episode of '4-minute Monday', a special series from Nikko AM built around ASX reporting season. Each Monday, I sit down with the team and...

Shareholders in Australia’s largest bank, the Commonwealth Bank of Australia, would have been relieved to read that the bank has delivered a decent full-year result –...

Welcome to the FNArena Reporting Season Monitor for the August result season 2020. The Monitor reports ratings and consensus price target changes, along with brief...

Property advertising platform, REA Group (ASX:REA), was one of the first businesses to announce its results this reporting season. Given the COVID-related restrictions...

Zigging and zagging have been the story of 2020. The equity market zigged higher, then zagged sharply lower as the health and economic ravages of COVID-19 became...

We've been talking about MM’s reflation outlook a lot recently i.e. we anticipate inflation will finally rear its head courtesy of the unprecedented degree of...

Looking at the sharemarket’s performance over the last few months, some would be tempted to assume that the worst of the economic damage inflicted by the COVID-19...

Just as different countries around the globe exude different fashions, cuisines and languages, investors too seem to portray different traits and preferences...

In one of the most significant events in digital health history, the merger of two of the largest publicly traded virtual care companies, Teladoc (NYSE: TDOC) and...

Welcome to the first episode of '4-minute Monday', a special series from Nikko AM built around ASX reporting season. Each Monday, I sit down with the team and...

The COVID-19 crisis has seen banks slash dividends, two of Australia’s big banks deferring dividends indefinitely. There is looming uncertainty as to whether banks...

Welcome to the FNArena Reporting Season Monitor for the August result season 2020. The Monitor reports ratings and consensus price target changes, along with brief...

Markets have rebounded strongly from a sharp collapse in March, with many stocks now trading at new record highs. This has been driven in part by central bank...

It takes a brave person to call an end to gold’s run to record levels in nominal terms. But when the small and big financial papers start writing up calls for gold to...

Rudi Filapek-Vandyck has been analysing stocks for over 18 years, more recently he has applied this knowledge to constructing and managing his own ‘All-Weather’...

Raleigh Finlayson is Managing Director of Saracen Minerals, a long term high conviction holding for us. Following their recent entrance into the ASX 100, I spoke...

Earlier this week fund manager Perpetual opened their cheque book, paying $569 million to acquire a majority stake in Dallas-based fund manager Barrow Handley. They...

Plus, its Fosterville frustration as tensions mount over Victoria’s tardy bureaucracy, Hugh Morgan’s gold float starts rattling the can and Chalice’s gold cup runneth...

Heading into the pandemic, Romano Sala Tenna and the team at Katana Asset Management were already carrying higher cash levels. This put them in a prime position to...

The rapid, multi-sector, and indiscriminate sell-down in markets experienced in March 2020 as a result of COVID-19 was lightning fast. So too was the...

The ASX200 got the Fed wobbles yesterday closing down -0.2% after enjoying a very promising start to the day, Queensland closing down their border didn’t help...

A few months ago, I made my case in a video interview with Livewire as to 'Why the bulls are wrong'. Last week, Livewire reached out to me last week as part of a...