ASX 50

As any experienced microcap investor could tell you, investing in microcaps presents many unique challenges, not the least of which is finding good ideas for further...

The RBA cut interest rates by 25bp at 2.30pm on Tuesday, taking the benchmark rate to an all-time low of 1%, its first consecutive monthly reduction since 2012....

At its meeting today, the Reserve Bank cut the cash rate by 25 basis points to 1.00 per cent. This followed a similar cut in June. In explaining the board's decision,...

This financial year proved to be another up-and-down one for the Australian share market, albeit with smaller swings than we have had at times since the global...

This week I write that the housing party is just getting started (click on that link to read the column or AFR subs can click here). Recall we forecast the end of the...

The very special Quantitative Easing (QE) episode from our top-rating Complexity Premia podcast is now live---go and listen at Apple or Podbean below. In this episode...

In this sector overview, we ask Bruce Du, Equities Analyst, and Daniel Moore, Portfolio Manager and Senior Equities Analyst, what Investors Mutual Ltd (IML) sees in...

One of the biggest uncertainties hanging over investment markets currently is the trade conflict between the US and China. There are almost as many theoretical...

In January, we published the results from our reader survey, including the ten most tipped stocks from the 2500 stock calls submitted. By the end of March, this group...

Cast your mind back 12 months and it will be near impossible to recall anyone sticking their neck out to back Telstra. As we sit today, shares in one of Australia’s...

At the start of the year we invited the best performing five fund managers from Buy Hold Sell to pitch their #1 stock picks for 2019. As we hit the mid-point for the...

Today I write that the ASX hybrid market has had a huge rally as a result of the election, with a market-capitalisation weighted index of bank hybrids returning a...

The dogged Chilean explorer appears to have a game-changer on its hands with a strong copper-gold porphyry hit. Plus, the bulls are running on Highfields’ Spanish...

A little bit of a tailwind can go a long way in investing, and these five stocks are riding a big one; the declining Australian dollar. With the RBA now firmly in a...

The local market did very little in the first hour of trade, and was actually trading marginally lower by 11AM only to turn the corner sharply, bid strongly throughout...

The 2018-2019 financial year has seen a dividend windfall for investors from Australian resource companies, an industry that isn’t historically associated with high...

The big four banks, Telstra, and AREITs have traditionally formed the backbone of a defensive equities portfolio, but Aaron Binsted, Portfolio Manager at Lazard Asset...

Once again, the expectation of lower interest rates was enough to drive stocks higher today, with comments from the RBA that imply rates were more likely to go down...

The only thing Aussies love more than sport ... is a punt on the sport. Or just punting in general for that matter. Gambling is a very common Australian pastime and...

A fairly lacklustre Monday across the board with the banks/utilities offsetting some weakness amongst the material stocks + the telcos were weak as a sector thanks to...

In our last wire, Dominant themes in 5 key asset classes, we highlighted the conservative stance most managers had taken following the extreme volatility during the...

Few Australian large-cap stocks have caused as many differences of opinion over company prospects as Telstra. They have been Australia’s largest and most profitable...

We were the first to publicly canvass the near-term possibility of Aussie QE (actually, it was one our investors who encouraged us to dig into this), and an...

A little over a year ago I wrote about CountPlus (ASX:CUP) and outlined why there was significant strategic value in their relationship with the CBA owned, and much...