ASX 50

The retail sector has been impacted by a combination of cyclical and anticipated structural issues. Cyclically, retail sales have been under pressure due to higher...

While consensus had a strong case for the Australian dollar to fall in 2017, it has climbed 10% so far this year, and almost touched 80c. With the market wrong-footed...

One of the strongest and most predictable relationships in global equity markets over the last few years is that of bond yields and so-called ‘bond proxies’. As the...

The shares have had a great run over the last few years but we can see some danger signs up here. Firstly, since peaking in June, Fisher and Paykel Healthcare (FPH)...

Independent Investment Research has initiated coverage of BKI Investments, one of the older style LICs that invests in a portfolio of Australian equities. It has an...

APRA have finally come out with their capital rules to fulfil the ‘unquestionably strong’ requirement of the Financial Services Inquiry. The focus is on is the Common...

While the banks have shown expected weakness, it is other areas of the market that have caught our eye as they start to lose their lustre after being strong for years....

It’s no secret that growth is hard to come by in the Australian market, but that doesn’t mean that every opportunity has been found already. Livewire interviewed...

James Abela, Portfolio Manager of the Fidelity International Future Leaders Fund, explains what he looks for in Australian companies looking to grow offshore. He then...

Local market ran into a global selloff with investors worried about bond market worries. Apart from the miners, every other sector saw pain after similar selloff in...

Local market was aimless and flip flopped with US futures all day to finish mainly flat. Currency, Commodity and global sentiment remains weak. The historical trend...

The ASX-listed stocks highlighted by some of Australia’s leading fund managers at the 2017 Future Generation Investment Forum in May have defied seasonal weakness, and...

There were clear winners and losers in 2016/17, both at an asset class and investment-specific level. Share investments were the place to be but badly timing when to...

We bought the banks a few weeks ago and believe that they can head higher. But that view doesn’t extend to Suncorp (SUN). It is currently trading near $15, and the...

Local market ran into a brick wall after lunch despite solid China data. China Caxin Manufacturing data was better than expected and in expansion territory…good for...

In this report, our analyst team share their top stock picks for FY18, and also provide their sector outlook. On Financials, TS Lim reports that "There is something...

We recently asked Steve Johnson, Tim Kelley and Alex Pollak for insights on their investment process, and to discuss how they are investing today. Today we follow up...

In this report from Malcolm Palmer, Managing Partner of Joseph Palmer and Sons, he reviews the financial year gone, and looks to the year ahead, including how and when...