ASX 50

If you wrote a list of your New Year's investment resolutions, what would you include? Trade less? Avoid microcaps? Diversify more? Go global? Hold less cash? There...

More evidence that Rio is on to something special puts spotlight back on Winu nearology juniors Antipa and Sipa. Plus, Euroz barracks hard for Legend’s WA...

(Ed note: First published 13 Dec' 2019). 2019 was expected to be a challenging one for markets, however as the year-end nears, Australian indexes are up 20 percent on...

No sign of a Christmas rally today as stocks opened pretty well in early trade only to succumb to strength in the local currency which put pressure on stocks....

This time last year we surveyed our readers for their thoughts on some key market issues and also asked for their number one stock pick for 2019. Soon after, I...

Macquarie has defied the sceptics in recent years and outperformed the financials index by another 14% over the last 12 months. One fundie that has been calling it...

As a leading equity income specialist, we asked Plato’s Peter Gardner if the big four banks and Telstra could be dividend traps, and if they still deserved a spot in...

At school and university my favourite day was always the first day of the academic year. The first day was filled with possibilities, excitement and plans for the year...

If you had to guess which ASX 50 stock has led the market over the last 12 months, who would you suggest? Maybe CSL? Or Aristocrat? But while both are up over 50%,...

In 2020, the one thing investors can’t ignore is the balance sheet. While I would argue it should never be ignored, it becomes particularly important as we head into...

The Australian team at Fidelity International often draw on influence of legendary Fidelity fund manager, Peter Lynch. But one area that the approach hasn't always...

Word on the street is that Legend Mining has a cracker of a nickel find in the Fraser Range. With assays expected next week, the race is on to identify the best...

Last year, BHP and Rio both paid a gross yield of more than 13%, a figure that jumps to more than 20% once you include buybacks. Peter Gardner from Plato Investment...

With global growth slowing and central banks around the world running out of ammunition to respond, governments will need to step in with increased fiscal stimulus to...

MFS strategist Robert Almeida summarised it best in his latest reflections: "Investing is simple, but hard". Those who had been expecting logical, straightforward...

In 2018, the top 10 dividend paying stocks accounted for 63% of all dividends paid in Australia, according to the Janus Henderson Global Dividend Index. Of these, the...

Over the last decade in Australian equities, factor returns for growth and momentum-based strategies have been astonishingly successful - versus value and earnings...

The market hit hard again today taking the total decline from the 29th November high of 6893 on the ASX 200 to -303pts / -4.4% to today’s low of 6590, a meaningful...

The last major structural shift in transportation took place just over 100 years ago. In the space of 13 years, the world went from all horse and carriage to all...

The market sold off today down ~150pts points which on the face of it, is a fairly savage move, however the internals weren’t that bad, it was more of an orderly sell...

Brian Hartzer knew it was over the second he picked up his phone. Last Monday, as CEO of Westpac, Hartzer had called his senior executives into a room for the...

I know a lot of you hold big holdings in banks for income, so have we, but it has, in hindsight, been one of the biggest Australian investment mistakes of the last...

It seemed like the positive data around Sydney property spurred on buying this morning, with the major banks seeing some love after a torrid period of late. The AFR...

Why we have been buying Oceana We have historically allocated between 4 and 8% of our portfolio to gold equities. We do so for their defensive (uncorrelated)...