ASX 50

As the climate debate continues to elevate and financial risks begin to mount, we expect ESG factors to become increasingly important in the investment decision-making...

The major miners BHP, Rio Tinto and Fortescue endured a horrible run during the mid-2010s amid the commodities meltdown. After battening down the hatches and disposing...

Following on the from weakness we saw overseas on Friday where the Dow Jones fell more than -600pts/-2%, Australian stocks were under the pump today, particularly the...

Investing is riddled with uncertainties. High conviction investing is the process of shining light on those uncertainties until they are clear enough that you can see...

Upbeat assessment augurs well for what looks like being a much better year for exploration, with Rio pushing ahead with its Antipa JV while juniors Stavely, Chalice,...

The best of the session was seen early today with the ASX opening higher in the early stages; however the optimism was short lived and sellers emerged throughout the...

We’ve had profit warnings from IAG, DOW, CIM, NHF, NUF, SUL, KGN and TWE. The confession season is in full flight. Time for this perennial article – rules for the...

In our inaugural podcast for 2020, I sit down with Peter Stevens, Investment Analyst at Frazis Capital, to discuss the lessons we’ve taken to heart from last year and...

Anyone who’s followed the writings of the team at Montgomery Investment Management over the years would’ve noticed that for a long time the firm was decidedly negative...

Investing is simple, but never easy. This statement seems to ring particularly true today as the ASX trades close to all-time highs more than 10 years since the last...

Legendary company-maker Michael O’Keeffe, whose timing has been impeccable over the years, has signalled that diamonds are now his best friend. Plus, Genesis...

2019 and the decade ended strongly for equity market returns nearly everywhere, and Australia was no exception. Profits were not the fuel, remaining anaemic. There...

2019 was a big year for the exchange-traded funds (ETF) market as it cracked $61 billion in assets and accelerated its lead over the listed investment companies and...

The market opened fairly well this morning following a flat session overseas, however weakness crept in at 11.30am following a better than expected employment print...

In 2006, David Pace, Matthew Ryland and Marc Hester decided to leave their jobs at Merrill Lynch to found Greencape Capital. Less than a year later, the GFC rocked...

Australia’s sharemarket returns have been stellar in 2019. At approximately 24% they have comfortably exceeded the average over the past 30 years of 11% (before being...

The ASX sold off after being left with its own thoughts given there was little in the way of overnight leads today with the US closed observing MLK day last night. The...

It was in 2009 that the first of “The Hangover” movies hit the silver screen. Other than setting the scene of just how long ago 2009 was, the movie contains...

With the prolonged bushfire crisis now abated thanks to the efforts of Mother Nature and tireless firefighters, now’s the time for investors to ponder the effect of...

The last decade was one of steady recovery from the GFC for the world, but also one of great uncertainty and political instability. Markets had the Euro crisis, US...

At the start of each calendar year, we like to take the time to identify what themes & opportunities (T&Os) have the potential to contribute to performance for the...

A more subdued session to end the first week back on the desk with stocks opening firm before trickling down from early highs into the close (2000 lots of futures done...

Plus, Legend’s latest assays fuel hopes of a new nickel-copper find in the Fraser Range and Sprott eyes a golden girl in Kalamazoo.The cooling US-China trade war is a...

In late December we ran the annual Livewire Predictions and Top Picks survey and had a monster 6,987 responses. As soon as we had our feet under the desk after the...