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As the August 2021 reporting season gets into full swing, we've compiled a calendar featuring ~200 ASX-listed companies, highlighting reporting dates, NPAT (consensus...

According to a recent rent report by Domain, gross rental yields have dived to around 4 per cent on the back of soaring property prices. This makes direct investment...

Having slipped under the radar of many investors so far, private debt is a relatively small but fast-growing asset class in Australia and New Zealand. Ideally suited...

Investors are eyeing the stratospheric valuations of mega-tech companies like Amazon (US$1.8 trillion), Alphabet/Google (US$1.7 trillion) and Facebook (US$980 billion)...

Tokenomics: How do you value Filecoin?Many investors are considering adding cryptocurrencies to their portfolio, or even increasing their allocation. At the same time,...

There are some topics that irrefutably divide the nation. The State of Origin, Vegemite, hipsters, for instance, or the existence of Australia's most dangerous...

The local market started negative and continued to slide into the close, as global growth worries and local recession concerns started to bite. Relatively low turnover...

In recent years, millennials have increased their footprint in the investment world. There are a number of reasons for this, including the unfolding significant...

With sweeping lockdowns and a rampant Delta strain, the optimism that was slowly bubbling in June soon dwindled. Economic activity is set to contract, yet in...

Following the release of our June Cyclical Outlook, Adam Bowe and I held a livestreamed webcast for Australian clients to discuss the outlook for Australia’s growth,...

NAB has launched the first benchmark 5-year major bank senior bond issue since January 2020 (ie, prior to the advent of the COVID-19 crisis). This was consistent with...

If exploding coal-fired power stations around the world and looming energy shortfalls as “old world” facilities are retired weren’t enough, recent comments from the...

The WHEB investment strategy has evolved considerably over the past 15 years. But the core has always been quite simple. We invest in companies that provide solutions...

As we predicted, Commonwealth Bank (ASX: CBA) has today announced an off-market buy-back, with the size – at $6 billion - slightly exceeding our expectation of $5...

Gold juniors Breaker and Caeneus are among those with overlooked lithium assets in their back pockets. Plus, copper spotlight turns on $26 million Anax and Sunstone...

Welcome back to the August 2021 results season! The FNArena Reporting Season Monitor reports ratings, consensus price target changes, and brief summaries of the...

With the market at ~7,600 (ASX 200) – up a stunning +67% (excluding dividends) from the nadir in March 2020 – it’s pretty clear that complacency is creeping in. In...

I don't know about you but my lockdown has consisted of long walks, rewatching Friends and finding new books to read. Desperately in need of something to read, I knew...

In the Australian Financial Review I write, what do you get when politicians hire bankers to run their treasury and fund managers to lead their debt issuance agency?...

Global equities continue to rally strongly from their March 2020 lows but stock/sector rotation has arguably been the main game in town as investors strive to add...