ASX 50

Wilson Asset Management held their shareholder presentation in Sydney today. Chris Stott, Catriona Burns, and Matthew Haupt all took the stage this morning to share...

The conclusion of our December 2016 Livewire article read... “Such would suggest that the 2015 peak valuations in the Australian banking sector could indeed have...

It is often noted during times of equity market volatility that investing in fixed income within a diversified investment portfolio is money well invested. This is...

Over the past few years, Australian companies have operated in a low and falling bond yield environment. There are beginning to be signs that this multi-decade trend...

Global interest rates are rising after a multi decade decline in US Bond Yields and recently we saw interest rates / bond yields rally above those on offer by stocks,...

All eyes appear to be on tonight’s Federal Budget with low volumes and a lack of direction seen across the board today. For the fourth day in a row the market poked...

Today marked the conclusion of the May profit reporting season, with Westpac finishing the season well with a strong result that was well-received by the market. May...

In our latest 50-page report for funds and institutional investors, Chemical Change, we’ve conducted a detailed consideration of shifts in mortgage lending standards,...

Broker calculators have been running red hot over the past week working through the implications of the large cash balances of some of the world’s largest companies,...

A 10-bagger is a stock that goes up 10-times in value. It is a concept made famous by Peter Lynch, the well-known fund manager from Fidelity. For most fund managers,...

With the ‘whites in the eyes’ of inflation clearly visible, investment logic could be “turned on its head”. Kate Howitt, Portfolio Manager at Fidelity International,...

NAB's first-half results on Thursday marked the second stop in the banks' results season. This is giving management teams the platform to address the issues raised at...

Among the enduring memories of my time as an analyst at Mercantile Mutual Investment Management in the early 1990’s was the importance the equities team placed on...

Another solid performance from local stocks today bucking the negative overseas lead – the Dow Jones down -146pts / 0.61% overnight yet we rallied +0.54% today...

The last month has been tough for shareholders in the major Australian financial services companies, who have seen their share prices drift lower throughout March and...

This time last year we wrote a piece on Livewire calling a short-term top for resources, targeting a correction of around 10% before we became buyers once again, which...

When we last spoke to Andrew Smith from Perennial Value Management and David Allingham from Eley Griffiths Group, small caps were coming off the back of a period of...