ASX 50

Gold is holding up despite an environment of rising bond yields that are traditionally a headwind for the metal. With this relationship breaking down, we look at what...

When one door closes, another one opens. And so it is with APRA’s regulatory changes. While it's a headwind for banks, lending to small players is now an opportunity...

On Friday, Wesfarmers announced an intention to demerge their Coles Food, Liquor and Convenience business. While this transaction has some attractive merits we also...

Historically, this time of the year is a terrific time to buy shares in NAB, Westpac and ANZ. None better to be exact. For nearly 2 decades, buying these 3 banks at...

Financial stocks were the cause of pretty much all of the pain on the ASX today with the banking enquiry focussing on CBA – some extraordinary headlines making their...

Aussie companies have a mixed record when venturing overseas. But in early 2016 Wesfarmers had a great history of building wealth for shareholders – an investment in...

While the month-end reports for February will indicate the ASX Small Ordinaries finished the February reporting period dead flat, it would be difficult to find any...

The start of the trading week promised so much with a very strong overseas lead and continued support throughout Asia + buying in US Futures (+0.36%) during our...

Last week saw the end of reporting season for 180 of the S&P/ASX200 companies and around 2,000 of the companies listed on the ASX. Over the past month, these companies...

It feels like we’ve been writing about Trump / trade wars & tariffs all week with market movements based on the rhetoric coming out of Washington. By weeks end though,...

Yesterday afternoon we wrote…What Trump Slump? Markets regain their mojo – however the red across the tape today clearly shows that said mojo has come and gone pretty...

To assist investors in navigating these increasingly uncertain times, we have tried to distill in this wire some of the key themes to emerge out of earnings season. We...

The ‘confession season’ could not have illustrated a bigger contrast than between the two major miners, BHP and Rio Tinto. Here we review and compare their results,...

There have been so many results which have provoked share price volatility, with the usual mix of outstanding results such as CSL balanced by disappointing results...

Reporting season has just concluded and we've lined up two of the best-read managers in Australia to get their take on the health of Australian corporates. Chris...

The first two months of 2018 have been a wild ride for Australian shares, with big falls and then big recoveries. However, from looking at the headlines in the...