ASX 50

The recent volatility in global corporate bond markets has caused some long-standing pricing relationships to dislocate. In this piece we will highlight why a) US...

When Freehold Investment Management was established in 2010, we set out to offer investors an opportunity to invest in a portfolio delivering sustainable income and...

Xero provides affordable accounting software for small and medium-sized enterprises (SMEs) that is entirely cloud-based, outmanoeuvring slower incumbents that retain...

National Australia Bank’s move to go cap-in-hand to shareholders has tipped coronavirus-induced equity raisings on the ASX well past the $10 billion milestone. For...

In times of crisis, top quality management is more important than ever. There is no script to follow and few parallels to draw from history for these unprecedented...

Airports, toll roads and container ports are crucial for the Australian economy. They often operate as monopolies in their particular regions and can offer stable and...

The ASX200 is fighting hard to end April on a high note although one hugely influential sector is creating an enormous headwind - The Banks. When our market closed...

Macquarie floated on the ASX back in 1996 with 1,700 staff supporting an asset base of $5 billion. Since then an additional 13,000 staff have been employed and the...

We believe Rio Tinto is defensively positioned given its low production costs, excellent quality of iron ore reserves, strong balance sheet and continued free cash...

Fortescue Metals Group shares have doubled since April 2019 when you include dividends. Earnings have significantly exceeded market expectations over that period...

An interesting notion I came across in my Zen training is that all phenomena are dependent on, and penetrated by all other phenomena. Looking at a flower, for example,...

In 2019, nobody would have expected the likes of Cochlear to hold a capital raising anytime soon, but in the midst of a severe and sudden collapse in earnings, they...

The market has become a different place since we published the findings of our annual Predictions and Top Picks survey in January, and it's time to revisit the stocks...

They’re making Qantas Airways (ASX:QAN) their largest portfolio position, snapping up shares in a sector whose fundamentals are being torpedoed, and underweighting...

The combination of infrastructures attractive fundamentals, long-term structural growth opportunity, the COVID-19 response and beaten-down stock prices following the...

It may be a gloomy backdrop for the economy as many companies cancel their earnings guidance due to the coronavirus-driven downturn. But even in this environment,...

There are more self-funded and semi-funded Australian retirees than ever before. The ability to retire with limited reliance on government support should be celebrated...

We have reviewed our Champion Stocks (excluding resources and small caps) for the next three to five years and decided to make no changes.These Champion Stocks all...

The ASX200 was clobbered 134-points yesterday as the local market put in an awful performance considering the Dow rallied over 700-points on Friday and Asian indices...

The listed Virgin Australia bonds (VAHHA) look set to go down as one of the worst investments ever to appear on the ASX. After being issued in November 2019, the bonds...

Matt Williams, Portfolio Manager of the Airlie Australian Share Fund, discusses the challenges the coronavirus is posing to Australian companies and investors, and how...

COVID-19 has been profound and pervasive. We have seen massive shock waves impact our way of life, the economy, company business models, credit markets and liquidity....

While we have all seen (and probably experienced) the stories of grocery stockpiling during the covid-19 health crisis, we believe these are likely to be short-term...

Looking back on the start to 2020, it's hard to know where to begin. In Australia, the widespread and devastating bushfires had barely been extinguished by damaging...