ASX 50

Today I write that the “bail-in-able” debt tsunami we forecast last week did not disappoint with two incredibly large "Tier 2" subordinated bond transactions executed...

Lithium stocks have been knocked down of late. But big car makers are forecasting huge increases in EV sales in the medium term, which may help explain why there is...

Visiting ‘Trumpsville’ … I mean the US … in June was, as anticipated, another journey of unexpected delights. Five days, three cities and 40+ meetings with companies...

Impact investors seek to allocate funds to those companies which provide a social and environmental benefit, in addition to a financial return. George Latham, Managing...

There was very little volatility in the market today with the index ticking within a tight range of around 10 points either side of yesterday’s close – the lead...

We had a question on the Marcus Today stock discussion group on Facebook today asking whether there was anything on the horizon that could upset the recent recovery in...

Twelve months ago I highlighted Transurban as a company with an attractive, sustainable dividend profile. The two key planks to the thesis were high cash operating...

In year 427BC, the Greek philosopher Plato founded ‘The Academy’, which is considered the world’s first university. It is somewhat fitting then that half of...

This week I outline our analysis of the coming tsunami of "bail-in-able" Tier 2 bonds care of APRA's finalised Total Loss Absorbing Capacity (TLAC) policy, which the...

Another day where the market ebbed and flowed in a reasonable range, typical of a low volume ‘school holiday’ sort of session. Not a lot happening across the desk...

Over the past week most parents around Australia including myself have been receiving report cards from the children’s teachers; either confirming expectations as to...

Earlier this year, I was lucky enough to sit down with one of Australia’s most successful and experienced investors, Robert Millner, Chairman of Washington H Soul...

A volatile session for Aussie stocks today with strong buying in the morning session hitting a crescendo around 11.30am before sellers emerged / or more accurately,...

On July 2nd the RBA followed up on its 0.25% cut to the cash rate in the June meeting with a further 0.25% cut, taking the cash rate to 1.00%. At both cash rate...

After all of the misconduct exposed at the Banking Royal Commission it is somewhat fashionable to bash the regulators for their shortcomings. That’s fair enough as...

Life can get busy, so in case you missed any gems, we've rounded up and summarised some of the most 'viral' stock wires on Livewire from the last quarter. These are...

The Australian Focus List contains our top 13 stock picks across a diverse group of sectors including Diversified Financials, Software and Services, Internet,...

What do A2 Milk and Nine Entertainment have in common? They represent two key themes that Australian investors should focus on. These themes are: businesses with...

This week I reflect on the intensifying FOMO rally driven by the expected search for yield dynamic that has been triggered by RBA rate cuts, the prospect of the Fed...

The RBA has taken the unusual step of back-to-back cuts to its official cash rate at its June and July meetings, taking the rate to an historical low of 1%. Along the...

In the lead up to the tech wreck of the early 2000s Paul Skamvougeras was working on the dealing desk at Perpetual. The ‘value’ focused manager was struggling to keep...

Junior Sunstone Metals unveiled results this week which were in line with Newcrest’s legendary Cadia mine and that of the $1b SolGold. And MD Malcolm Norris should...

Yogi Berra’s (purported) quote seems an apt description of the current state of global markets and economies. The past financial year, particularly in Australia, has...

There's no doubt in anyone's mind that the past year has been an extraordinary period for markets. Casting his mind back 12 months ago, Ausbil Investment Management...