ASX 50

Somewhat of a reversion today of the recent trends with the high value growth stocks suffering some selling led by Wisetech (WTC) while a number of the value plays...

Jun Bei Liu has a passion for learning. Born and raised in China she learnt how to speak English and moved to Australia to complete her tertiary education at UNSW....

‘Narrative’ is a word we notice being used more frequently in market and investment commentary. Given how often it is repeated in this context we thought it worthwhile...

Ben McGarry’s formative years as an investor were spent on the ‘sell side’ pitching ideas to local fund managers. It was during this time that he met Phil Mathews, a...

The market finished the week on the front foot today as it traded to within a whisker of the 6800 handle on the back of some broad based buying. Increasing calls for...

Advanced explorers and emerging producers such as Aeon Metals and Todd River well positioned to benefit from the upturn.The year all but complete will go down as a...

With capital cheap and plentiful, ‘buy now, pay later’ seems an eminently logical strategy. But will it prove sustainable when the time comes to pay? Or is the...

Guys the latest episode of our very popular Complexity Premia podcast is live! You can listen on your favourite podcast app, or you can find it on Apple Podcasts here...

For outsiders, Brexit is the show that keeps on giving. For the stoic British, a source of much frustration.From an investment perspective, Perpetual Investments has...

Uday Cheruvu, Portfolio Manager of the Australian Companies Fund, says he has sold out of Australian banks as they are coming under a quadruple threat from capital,...

It’s a nightmare come true for the boards of an increasing number of well-known ASX listed companies: a short seller takes a position and then airs a research note...

The market backed off from early highs today which came in at 6779, the highest point for the ASX 200 since August, a drop of -26pts from the intra session milestone...

As highlighted in the recent results announcements from Australia and New Zealand Banking Group (ASX:ANZ), Westpac (ASX:WBC) and National Australia Bank (ASX:NAB), the...

It’s often said that’s its darkest before the dawn and that certainly applies to markets. Only a few weeks ago bond yields were hitting record lows and the equity...

A bullish day for the Australian market to start the week with a strong rally in the healthcare sector underpinned largely by CSL which added +3.53% thanks to a UBS...

Today I write that while there are reasons to be optimistic about the next 12 months, being psychologically fractured in your thinking is no less important. More...

In the past week, we have seen three retail banks: ANZ Banking Group, Westpac Banking Corporation and National Bank, announce disappointing dividend results. ANZ...

A two-pronged strategy of taking strategic equity positions in companies with brownfield gold discoveries in parallel with exploration in its own right is making DGO a...

The popular WAAAX stocks – Wisetech, Appen, Afterpay, Altium and Xero - saw their collective market cap increase more than twenty-fold through the last three...

A strong day for local stocks with the out of form Australian banks keying off an inline full year result from NAB this morning – more on that below however that...

The Australian IT stocks had became so popular in recent times that the dominant players were named the WAAAX stocks i.e. Wisetech (WTC), Appen (APX), Altium (ALU),...

Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They...

We have recently moved fairly aggressively long the resources stocks with a 24% direct holding not including gold, hence the obvious question after moves like...

While investors feel at ease turning to big caps for income, they sometimes forget a company doesn't need to have a $50 billion market cap to be a stable, mature and...