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In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Spark Infrastructure and Netwealth Group...

Centennial Asset Management was founded three years ago by myself together with Gary Joffe and Glen Poswell. We are a long/short equity fund focused on ASX small caps....

What’s that? Macmahon (MAH) is actually profitable? Well, yes. And with older problem contracts causing less pain and a full year of big new contracts contributing...

Being able to measure and monitor the true level of mortgage delinquencies across an economy is essential for investors and regulators interested in asset pricing and...

Yet another PM in Australia, with Scott Morrison defeating Peter Dutton who had brought on a challenge to replace Malcolm Turnbull. All of the last four elected PMs...

When looking for mispriced opportunities, it’s important to separate what a company says from what it actually does. Simon Shields from Monash Investors Limited...

Scott Haslem started his career in 1991 as an economist working alongside the likes of Glenn Stevens and Bernie Fraser at the RBA. Today he is the Chief Investment...

Welcome to the FNArena Reporting Season Monitor for the August result season 2018. The Monitor reports ratings and consensus price target changes, along with brief...

Growth stock such as Wisetech, Altium, and Afterpay have seen sensational gains this week, underscoring the power of backing the right growth names. However this...

We see Flight Centre as a best-of-breed player, operating in an industry with strong growth fundamentals. The business continues to diversify and evolve as it enters...

S32 boasts the best balance sheet of any big-cap resource stock globally, and we continue to believe that the discount to its peer group is unwarranted. The shares...

Last week, I blogged about Facebook’s embrace of pain today, gain tomorrow type behaviour—something I’m always on the lookout for. Today, I’ll focus on perhaps the...

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Medibank Private, Brambles, The Star...

Over the past decade, the value of the investment grade (IG) corporate bond market has nearly doubled, from USD4.8 trillion in June 2008 to USD9.3 trillion today....