ASX 50

The depth and duration of the global COVID-19 pandemic and the resultant global recession is far from clear. However, after examining all of our analysts’ buy-rated...

Imagine making the tough choice between forcing yourself to work and make ends meet or staying at home at the cost of going broke. Welcome to the United States of...

On the 24th April, I published a quick update on the progress of the 'Most tipped big caps', the ten stocks that got the most votes in our reader survey at the start...

Among the more obvious victims of the COVID-19 pandemic have been the world’s airlines. In Australia, Virgin Airlines in April became one of the first large businesses...

‘Think straight, talk straight’: the motto of Arthur Andersen. The unflinchingly high standards which built the company from early in the 20th century gradually gave...

The unfortunate recent underperformance of value has many investors calling the end of value investing as a style and suggesting that it is structural not cyclical....

Investing has become a game of chicken in the eyes of some investors. Has COVID-19 become a buying opportunity? Have we seen the bottom, or is the worst yet to come?...

Australia’s political leaders are making critical decisions daily. The greatest of these is striking a balance between a potential spike in deaths from Covid-19 and...

Investing in small cap mining services firms is not for the faint hearted given their exposure to the commodities cycle. But with the sector down around 40 per cent...

Plus, $22m Fenix prepares to cash-in on Goldilocks iron ore environment and Sunstone to be a big winner from a re-start of mining in Ecuador. Having a 2.8...

It’s been a wild ride for credit markets these past few weeks. And while the illiquidity is still quite poor outside of government bonds (<10-years), it hasn’t stopped...

Value stocks have been long forgotten. But during this bear market, will they be remembered by investors and come back into vogue? In this episode of Buy Hold Sell,...

Something happened on the weekend that made me think about what is happening in share markets. On Saturday I went for a long walk, which took me to a national park...

Offices are going extinct. Shopping malls are going to become ghost towns. These are some of the theories being bandied about by investors looking to the other side of...

As countries around the world slowly begin to ease lockdown measures, what impact will this have on the global economy and the appeal of different investment sectors...

The effects, impacts and dislocations of the COVID-19 pandemic have been felt very heavily in the investment markets, and the fluttering of the black swan’s wings has...

Those that tipped Westpac (WBC) as a big cap to do well in 2020 have some catching up to do. Australia’s second-largest bank, and 4th largest listed company, has...

In looking at the health of the Australian economy and its ability to recover from Coronavirus shutdowns it is easy to focus on the big end of town. The insolvency of...

In the AFR today I write that for those willing to fade the extreme moves in financial markets during March, April offered up an immensely profitable case of so-called...

$5.7 billion of capital was raised this week across 33 placements, although it is worth noting that $3 billion of that tally is attributable to a single monster...

In response to the COVID-19 shutdowns, governments and central banks around the world have embarked on an enormous monetary and fiscal experiment, the scale of which...

And speaking of De Grey, Fraser Range pops up as a neighbour, adding another string to its bow.Leonora gold explorer/developer Kin Mining is back on the radar after...

A handful of stocks outside the ASX 20 have proved especially popular during the COVID-19 induced stock market rout and (contentious) recovery, according to data...

The Australian iron ore industry is world-class. BHP’s iron ore operation in Western Australia is one of the world’s great businesses. Return on capital employed of...