ASX 50

A choppy session to start the week although considering that Westpac (WBC) was in a trading halt to raise $2.5bn in fresh equity after reporting results this morning,...

It is time to unveil a new expectation: if the RBA continues cutting through conventional and unconventional means, which is our central case, I expect that this...

After opening lower this morning , the market chopped around in a tight range till around 11am before finding its mojo and rallying strongly in the afternoon session...

Let's take a baseline retiree as an example – An 70 to 80-year-old Australian couple with $1m to live off in a house with no mortgage in a zero tax environment. They...

There is a special cluster of industrial mid-caps on the ASX that are perennial crowd-pleasers, stocks that under-promise and over-deliver every reporting season,...

The final trading day of October was a another negative one for the ASX capping off a negative month overall for the market with the ASX 200 down -1.18%. Today it was...

A calmer mood in geopolitics, a shift in trend for bond yields, and WeWork popping the unicorn bubble; all have been cited as drivers of the marked rotation from...

Are we watching the wrong 800-pound Gorilla?Xero is the classic disruptor. As the first cloud-based accounting platform for small business, it revolutionised the...

Sellers dominated today with the index on the skids from mid-morning onwards, the selling really kicking into gear post local inflation data at 11.30am that printed in...

It's not just Afterpay that has slipped recently, a few of the WAAAX stocks seem to be melting. Yet this may just be part of a wider trend of capital switching from...

Another session of low conviction and light volumes with early optimism again sold into. The market is certainly struggling to hold any meaningful assault on the 6800...

“We have delivered on our commitments and we are laying the foundations for future growth into the next decade”.These were former CEO David Thodey’s comments at...

Since the United Kingdom voted in June 2016 to leave the European Union, concerns over Brexit have buffeted the share prices of Australian companies. As the result...

Bond yields continue to be the tail that wags the stock market dog whether it be the overall index, or the specific sectors that are swinging in / out of favour. When...

This month marks the 25th anniversary of CSL (CSL) as a listed company on the ASX. In fitting fashion, shares in Australia's highest quality global success story...

The downtrend in value and uptrend in growth have been unstoppable over the last three years. And while in theory, ‘the trend is your friend’, in reality, it's only...

Today I explain why most global high yield bonds are really just equity risk, with similar volatility and maximum 40% losses, while also lifting the lid on one of our...

Fenix Resources’ imminent feasibility study on its WA iron ore project is expected to forecast strong financial returns underpinned by high grades and a small capex...

The bank sector has had a tough time over the last few years, with falling lending volumes, lending restrictions imposed, competitive margin pressures, heightened...

Warren Buffett’s favourite metric is return on equity, or ROE, which gives investors a measure of how well a company’s management team is using its equity to generate...

Those Investors who fail to identify emerging market trends and themes may well fail to capture the rewards on offer from investing in the development of embryonic...

While the market closed fairly flat on the session overall there was some decent movement under the hood . Weakness early leading into an 11.30am low before a...

The big four banks are the engine room of many equity income portfolios, producing around a third of the gross dividend yield of the entire ASX200. So, when we sat...

When ‘growth’ stocks go out of favour and stop attracting a premium, there’s often a large valuation gap that must be crossed before they begin to look attractive as...