ASX 50

Technology stocks around the globe have performed exceptionally well in recent years, led by US success stories such as Facebook, Apple, Amazon, Alphabet, Microsoft...

Today I present a dispassionate analysis of the current Westpac drama and the RBA's exceptionally detailed road-map as to how QE will unfold in Australia. I explain...

Some of the industry’s leading fund managers took to the stage yesterday as part of the Future Generation Investment Forum, with each manager sharing their top stock...

Goyder aims to be Goldilocks with not-too-early, not-too-late development of Kathleen Valley. Plus, Centaurus awaits first assays from Brazilian nickel sulphide...

This year’s Wilson Asset Management shareholder presentations featured a galore of international and ASX-listed stock ideas poised to ride the coattails of an economic...

The story behind our investment in Xero starts back in 2001 when I first came across a small business accounting software company called MYOB. What caught my attention...

On 27 November Telstra (ASX:TLS) held an investor day to update shareholders and other stakeholders on progress in respect of the T22 strategy. What new information...

Stocks were strong again on open this morning trading up to a new all-time high for the ASX 200 of 6879 – marginally eclipsing the August milestone by 5pts, however...

Big intra-day buying today highlighted the dry powder hanging around the market now being forced the chase stocks higher. The Aussie dollar falling further encouraged...

There’s no doubt growth is much harder to come by these days. While Australia, along with the rest of the world, is experiencing some growth, it’s not the strong...

Buoyed by easy monetary policy, Australian stocks have been on a tear for a decade. The Reserve Bank of Australia has cut interest rates no fewer than 15 times since...

When thinking about the obvious macro factor that investors should be across in 2020, global bond yields spring to mind, however at Market Matters we’re not about...

Aristocrat Leisure (ASX: ALL), one of the world’s largest manufacturers of gambling machines, has been a stellar performer over the past five years, rising some 400...

Given the unprecedented low level of interest rates in 2019, we believe the one thing investors cannot ignore in 2020 is stock selection based on fundamental value. ...

The market was strong on open this morning although the optimism faded from around 11am onwards, stocks declined from early highs to finish up but not convincingly so....

The notion that the junior mining and exploration sector has lost out to the cannabis and tech sectors in the competition for the speculative investment dollar – and...

Not all businesses paying a regular, reliable income reside in the ASX-50. There are many mature, stable companies capped at a few billion dollars that pay a robust...

Right now, the biggest names in Australian funds management are descending upon the Sydney Opera house ready to pitch their best investment ideas at the 4th Sohn...

As we approach the final weeks of calendar year 2019, the global investment community remains as polarised as ever on what to expect next and how best to position...

While the big four banks have struggled recently, investors in the big miners are having a great year, enjoying strong income and capital gains. In this wire, we get a...

A tough day at the office with the market hit hard, pretty much all day. The banks in the firing line thanks to a new Austrac law suit filed against Westpac refocussed...

“We are late in the cycle.” Lord only knows how many times I’ve heard that phrase used in the past few years. People were using it as far back as 2012 in the...

A slowdown in global dividend growth is underway, according to the latest Janus Henderson Global Dividend Index (Index). This trend began in the second quarter, as...

Our global equity team has an investment philosophy that’s centred on the search for Future Quality in a company. Future Quality companies are those that are able to...