ASX 50

There have been few sectors that have been spared in the recent equity rout. However, it has been the high PE and high ‘quality’ names that have bared the brunt of...

With franking credits in Labor’s sights, and half of Aussie income coming from a handful of stocks in sectors under duress, we asked Dan Pennell, Senior Portfolio...

Since the end of August, the Australian market at one stage was down about 12%. It's recovered a little bit, but it has been a pretty hairy ride. So, has this been a...

If you’d held banking shares for the last 30 years, and those share prices and dividends had increased in most of those years with only a few hiccups, one can...

In recent years, expected returns and income from traditional income asset classes have been low following years of global yield compression. As a result, investors...

In the electricity sector, new technologies and policies aimed at reducing carbon emissions introduce the risk that existing assets may be rendered redundant. This...

In a matter of weeks, Wesfarmers’ demerger of Coles will be complete. Coles will be listed as a stand-alone business for the first time in 11 years. You may think that...

The Australian healthcare sector has been the best performing sector of the Australian share market over the last couple of years, although this statistic masks...

There are five key things we look for in companies that we seek to buy and own. But to be honest, it's actually quite hard to find all those things together. Our...

Companies that will attain, and then sustain, very high returns on capital, have the ‘future quality’ that Will Low, Head of Global equities at Nikko Asset Management...

We all know the story of Cinderella. Transformed into a glamorous princess, she was the belle at the ball. However, the celebration abruptly stopped at midnight, when...

The market has fallen 10% in the last 8 weeks. Or as the inimitable Franco Cozzo put it: “Grand sale, Grand sale, Grand sale...”. No one can be certain if equity...