ASX 50

Many value investors would undoubtedly feel a lot like Dorothy in the current market environment, like they have taken a knock to the head during a violent twister...

To help you navigate the August 2019 reporting season, we have provided a listing of upcoming company announcements in chronological order, with our forecast NPAT...

The ASX200 quickly rallied to a new intraday all-time high this morning despite a muted lead from the US markets overnight. Banks and resources rallied together to...

This time last year, we published several articles on Livewire (including this one) outlining some of our thinking on Telstra (TLS), and in particular highlighting an...

The back-story... I try to put my money where my mouth is. A couple of months prior to the Federal Election, we shifted more than $100m into franked ASX hybrids for...

Yield chasing has spilled over into nearly every asset class, with Australian listed bank hybrids no exception. The current average margin of bank bills + 2.40% is...

As soon as she was able to open a trading account, Michelle Lopez bought shares in ASX, seeing it as a monopoly business crucial to the function of financial markets....

Today I write that the RBA has been spinning stories (basically blatant BS) on housing, the most miraculous of which is the completely fallacious claim that cutting...

The new field season in WA’s Paterson province has brought fresh exploration impetus, with Rio firing up 11 rigs while nearby juniors Sipa and Antipa are planning...

With the cash rate at just 1.0% and Westpac calling 0.5% by February, income stocks are firmly back on the menu. So, this week we scanned the market for outsized...

Momentum continues to carry the market higher with another day which saw solid intraday buying, pushing the market within 0.5% of an all-time high. Banks were the...

We met with senior company management of several of our portfolio holdings during the June quarter in both Australia and the UK. A notable highlight was a meeting with...

We see a strong chance of FY19 results beating low expectations, but market estimates for FY20 look too heroic, leaving scope for some disappointment versus very...

Bullion’s romp beyond the record $2000 an ounce level in Aussie dollar terms has prompted investors to take a closer look at the pantheon of ASX-listed local gold...

Australian equities have had a remarkable performance so far this year. In this interview, Portfolio Manager at Airlie, Emma Fisher, speaks with Adrian Amores about...

Woolworths and Wesfarmers; they both command $44 billion market caps, have both outperformed the market over 12 months, and have both made significant acquisitions and...

A$ Gold may be setting highs, but it’s a bit hard to go past the spate of recent blow-ups among the single-asset gold development stories. It’s been a slow and painful...

While we all love the thought of finding the next multi bagger, few companies have the right mix of business model, IP advantage, management team, balance sheet...

Following their large earnings downgrade last year, I penned a wire titled 'Telstra – Trap or Treasure'. We bought Telstra around $2.77 shortly after and enjoyed a...

Despite a volatile last 12 months, the Australian small caps sector performance has lagged the overall ASX 300’s returns, and the Small Ordinaries index has remained...

Don't know what "bail-in-able" debt means? Want to understand why the big banks are going to have to increase the global supply of these securities by almost 40%? And...

In our quest to evolve as fund managers we are constantly reading. Reading the likes of Peter Lynch, Warren Buffet (Alice Schroeder), Joel Greenblatt, Barton Biggs and...

Bear markets are great! Let me explain. Lower prices mean greater future returns. Bear markets always occur during global slowdowns as investor confidence is shaken...

The market stormed ahead to finish the week with the spurt higher, ticking around the 6700 level, near to where the ASX200 started the week helped by more dovish...