ASX 50

A bullish open for the local market this morning as traders pushed stocks sharply higher into an early top just below 6400, however that was the best of it as sellers...

Today I argue that Australia is behaving like the indulgent and entitled child of a billionaire, quote my own 8 year old's analysis of what the two political parties...

Australia’s four major banks have now reported their interim results. Common to all of them were three key themes, which are presenting both challenges and...

In a wire I published with Livewire on the 6th March 2018, ‘Don't buy value just for value's sake’, we outlined as our top pick a company called IDP Education (ASX:...

Over the past 18 months, we have demonstrated a higher allocation to large cap Australian securities in line with the view that in many cases large cap stocks...

Small cap gold stocks have had a remarkable run over the past 5 years, fuelled by rising production, a high gold price, and strong levels of cash generation. However...

The mining giants have declared a new-found appetite for battery metals. And the word from on high is good news for leveraged battery juniors like Mincor and Liontown;...

For many years, Fairfax enjoyed its famous ‘rivers of gold’, the seemingly endless cascade of revenue pouring in from its online advertising pages. These 'rivers'...

The recent bank reporting season was highly anticipated as it was the first since the Banking Royal Commission final report. Although these results were impacted by...

Stocks recovered most of the losses incurred the prior session today – Energy and Resources the main game in town however the buying was very broad based with all...

We’ve recently seen some developments in relation to the proposed TPG-Vodafone merger, including the ACCC announcing it will block the merger. By way of quick recap,...

The latest episode of our very popular Complexity Premia podcast is now live where we discuss: the coming of Aussie quantitative easing (QE); the eruption of...

US markets were hit hard overnight, the Dow Jones down ~700pts at the worst while the tech stocks were hit harder – the Nasdaq down nearly ~3.50% on the session thanks...

Another fairly busy session today with weakness in US Futures before our open this morning thanks to Trump’s tweets over the weekend ensuring we opened on the back...

The ACCC recently announced that it would oppose the merger between Vodafone (VHA) Australia and TPG Telecom (TPG). The decision was accidentally released a day early...

In its bid for Dulux this month, Nippon Paint offered yet another example of the ability for differing perspectives to provide divergent outcomes when it comes to the...

This week I argue that while RBA governor Phil Lowe passed with flying colours the controversial intelligence test we pitched him last week (by not cutting the cash...

Another busy week in the markets wrapped up on a positive note despite the US this afternoon imposing an increased 25% tariff on about $200 billion of Chinese goods,...

Finding cheap stocks this late in the cycle is getting harder and harder. Index funds have bid up the prices of large-cap stocks to levels not seen since the tech...

We spend a lot time analysing individual companies and the industries they operate in. There are two time horizons investors are focused on predominantly. Firstly,...

Back in late 2017 when BHP was $26 and unloved, Troy Angus, Head of Australian large caps at Paradice Investment Management made the case for the stock in a Livewire...

With big gold stocks looking fully-priced, the hunt is on for value down the chain. But tier-1 locations and scale are still must-haves. This is where Bardoc, led by...

We have written extensively in the past on the benefits of merging Bendigo and Adelaide Bank (ASX:BEN) and Suncorp Bank (ASX:SUN). However, we believe it is also worth...

The investment process at Regal Funds Management allows them vary market exposure depending on the prevailing conditions. Simply put, Regal like to be ‘long’ in bull...