popular wires

February’s reporting season was unusual. At a time of year when focus is typically on earnings, these were largely overshadowed by macro-economic events. War and...

Rising rates, rising volatility, and rising geopolitical tensions. It's tough being an equity investor in today's market. But Australian investors have generally fared...

The ‘Value versus Growth’ argument is often presented as a dichotomy. Either you buy “bombed out cyclicals” or low multiples, or you buy high-growth, often...

When you strip out the technology sector, Australian small-cap valuations are at decade lows. In fact, Wilson Asset Management lead portfolio manager Oscar Oberg...

Insurance is certainly on the minds of many in Australia’s East right now, with much of the nation still underwater. And while there will be clear winners and losers...

It was a poor session to end the week, the market giving back most of yesterday’s gains. It almost felt like everyone lost interest after a busy week, with volumes...

Caution rules the day in our current macro environment. And of course, investing in fixed income is lower risk than stocks, particularly if you’re getting nearer to...

For Australian-based investors in unhedged global share portfolios, the Australian dollar is usually our friend during a crisis. Over the past 30 years, corrections...

Lovisa is an attractive growth story with a global store rollout opportunity. Lovisa’s vertically integrated business model underpins their high gross margins,...

Emerging markets are cheap from a comparable valuation perspective. It cannot be disputed that equity valuation in developed markets is high relative to its own...

Many governments, central banks and commercial banks around the world have traditionally been wary of cryptocurrencies and concerned at their potential to...

There are increasing worries about the current correction turning into a 2008 type event. From the 2007 peak to the 2009 low, the ASX200 lost 50% of its value. While a...

Gold’s retreat from near-record levels has put a stop to the re-rating of the leading gold stocks, for the time being at least. The re-rating got going at least 10...

Without stating the obvious, 2022 has gotten off to a rough start. Many were infected with the Omicron variant while markets stopped climbing their wall of worry. If...

Rodney Lay from Risk Return Metrics shares a detailed report on the rapidly expanding ETF sector on the ASX. Click through for a summary of the 20 best and worst...

Tribeca Investment Management’s natural resources team haven’t seen a better period for the sector... Ever. They say it’s powered by a few things, one being the macro...

A bullish session for the market today with buyers emerging following a pullback in energy & material prices overnight. The IT stocks built on yesterday’s bounce to...

I remember a few things. I remember the guy from ‘The Apprentice’ was back on TV. This time they’d given him the role of US President. News headlines spoke of...

The February 2022 company reporting period, that concluded this week was more muted than previous periods, coming after the doom and gloom of 2020 and then the...

“De-risking” is the buzzword du jour on Wall Street, where hedge funds and their ilk are cutting positions, selling stocks and covering shorts. So-called degrossing...