ASX 50

Contrarians can be a lot like teenagers: they think they’re all different but end up looking the same. This however, is not true of this week’s guest, Tim Hillier from...

That was the first question I put to a panel of fund managers in front of a live audience of investors at a private event we held in conjunction with IRESS last week....

The recent share price volatility has created opportunities to invest in high-quality companies at far more attractive valuations. Here we share an overview of 4 such...

Costs are rising. Raw material inflation is coming through the supply-chain across industrial stocks. As a result, earnings pressures are emerging in many companies...

There are only 31 listed companies in the world with a market cap of over US$200B, and some of them are covered by 50+ analysts. Meanwhile, there are over 8,000...

"In the short-run, the market is a voting machine - reflecting a voter-registration test that requires only money, not intelligence or emotional stability - but in the...

This year’s Wilson Asset Management shareholder presentations marked a changing of the guard at the firm; for the first time in nine years, the meeting was not...

The market corrections in February and October should be a warning to investors that the stock market is highly cyclical. It was inevitable that ‘growth’ stocks, which...

In March Wesfarmers announced their intention to demerge Coles into a new separately listed company, with the new company expected to list on the ASX next Wednesday....

There have been few sectors that have been spared in the recent equity rout. However, it has been the high PE and high ‘quality’ names that have bared the brunt of...

With franking credits in Labor’s sights, and half of Aussie income coming from a handful of stocks in sectors under duress, we asked Dan Pennell, Senior Portfolio...

Since the end of August, the Australian market at one stage was down about 12%. It's recovered a little bit, but it has been a pretty hairy ride. So, has this been a...

If you’d held banking shares for the last 30 years, and those share prices and dividends had increased in most of those years with only a few hiccups, one can...

In recent years, expected returns and income from traditional income asset classes have been low following years of global yield compression. As a result, investors...

In the electricity sector, new technologies and policies aimed at reducing carbon emissions introduce the risk that existing assets may be rendered redundant. This...