ASX 50

With 2.2Moz already under its belt, Bellevue remains ‘one of Australia’s more exciting exploration stories’. Plus, the punters pour in as Hennigh likens White Rock’s...

There can often be pitfalls in pursuing a 'one or the other' strategy in equities. Hunting income can lead to yield traps. Chasing growth may result in overpaying for...

Most social scientists share the view that the GFC in 2008/09 played a major role in further polarising modern day societies.To get an accurate insight into what is...

If the Chinese experience along with early indications locally is anything to go by, then Australia’s love of the car has just got another shot in the arm from...

"There are years where nothing happens and then there are days when years happen": That's how Fund Manager at Pengana Australian Equities Fund Rhett Kessler neatly...

Retiree investors have borne significant financial pain as a result of the COVID-19 crisis and measures to stop its spread. Analysis by JPMorgan predicts that...

Around 12 months ago, we highlighted Avita Medical as one company that was worth monitoring. For those unfamiliar with the business, the company produces a medical...

As investors we often look to follow the philosophies of the capital allocators with best track records, Buffett, Munger, Graham, Lynch the list goes on. However,...

When you get a massive dislocation like we are seeing through COVID-19, it is all about risk management. That is the key issue. And the team at Firetrail Investments...

The big boys of the fashionable Pilbara gold scene are flying high. But their smaller brethren, such as Calidus and Kairos, are set to play catch-up as the higher gold...

Dividend cuts are a hot topic for income investors. The team at Plato Investment Management expect ASX 200 payouts to fall 30% on aggregate this year. While some big...

This is the biggest economic shock of our lifetimes and we have already seen a fair share of records broken: the fastest crash ever, the biggest stimulus, and the...

With Australian Banks representing 17% of the S&P/ASX 300 Index, most Australian investors are interested in the outlook for Australian Banks. In the last 5 years the...

WHAT MATTERED TODAY A good session for the local stocks buoyed by the +900pt rally on the Dow overnight, however rallies in US stocks of that magnitude haven’t...

The recovery we have seen in share markets since the low on 23 March 2020 has been the fastest rebound in history. Yet, the economic data has been dire with...

The role of a cash allocation in a portfolio has once again come to the fore. A 36% crash followed by a 25% rally will do that! Two arguments Livewire contributors...

**Updated 27/05** - With some bank stocks up a whopping 10% at one point in today's session, we asked Romano for his latest view. He said:"Modern investors are using...

Credit securities, both in Australia and globally are getting back on their feet. The bookbuilds this week of $1 billion of corporate debt by Woolworths, $1.25 billion...

For much of the last decade, analysing the profit results for the banks was relatively straightforward. Coming out of the GFC the major trading banks steadily grew...

They say a picture tells a thousand words and the story for UK financial sector investors could not be more depressing going by the below chart. A theoretical $100...

SWINGS AND ROUNDABOUTS COVID-19 has caused significant swings in pricing among almost all asset classes. Much of the pricing action intuitively makes sense, some of...

Plus, Rex’s strategy to diversify from tardy crow eaters pays dividends and Covid creates opportunities for counter-cyclical investors in the likes of potash explorer...

Relief from the COVID-19 shutdown appears to be getting closer as governments in Australia, and other parts of the world, plan for how society looks coming out of...

For two fund managers to disagree on all stock ideas is pretty rare on Buy Hold Sell, but this happens to be one of those moments. Matthew Kidman hosts a discussion...