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'Astounding' is the word that Bob Desmond, Head of Claremont Global used to describe the recent US earnings season. Wrapping up this week, all major US companies...

Passive investing has surged in popularity in the past decade, and more recently during Covid-19. According to Morningstar, Australians poured $24.5 billion into...

It has been noted by some economic observers that Fed Chairman Jerome Powell has, in 2021, been consistent in one aspect of his predictions about inflation; that he’s...

Theodore Roosevelt, the 26th US president who was in office from 1901 to 1909, is ranked among the greats. Among his achievements was that he was a ‘trust...

In the AFR today economics editor John Kehoe, arguably one of Australia's best financial journalists, has an important page-one news story on how NSW's Treasurer...

For equity analysts and fund managers in Australia, Christmas comes twice a year, every February and August, when most Australian listed companies reveal their...

It's no secret that the dominant theme of the next decade is ESG. The world is going green and institutions globally are shifting their focus - all at once, so it...

Katie Hudson's career is full of bold moves. Beginning as a sell-side analyst, she moved to Goldman Sachs in June 2008 during the midst of a raging GFC. From there,...

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

The facial recognition systems that unlock smartphones and the software behind online search engines are just two examples of how artificial intelligence has already...

Today, well over half the population of Australia is in some form of lockdown. Despite this terrible cloud overhanging the nation, vaccination rates are slowly...

Has anybody else noticed how nobody is talking about a "commodity supercycle" anymore? There is a good reason for this. A commodity supercrash has begun instead....

If investors cast their eyes back over the last two decades, it’s obvious the stock market’s massive winners and 10-baggers – the likes of Amazon, Google and Afterpay...

The allure of finding a big winner is difficult to resist for most equity investors. After all, we’re doing it to make money! However, there’s just as much (if not...

If there were any doubts that the market is in the early stages of a new bull market, then those doubts can now be laid to rest. That’s the view of Rudi...

Against a rather dismal backdrop where 60% of the Australian population is in lockdown, the fiscal 2021 reporting season should provide a welcome boost. Overall...

To many investors today the subject of inflation presents three burning questions. 1) When will it really hit? 2) How badly will it hit? 3) How can we prepare our...

Local market had a choppy flat day before a last hour pump into the close delivered a positive finish. Relatively low turnover continued for the eighth week in a row...

The year started with such optimism - vaccines were on their way, the recession that could have lingered turned into one of the best reporting seasons on record...

Before drawing back the curtain on some stocks to play the megatrends identified during this three-part series, let’s recap the first two instalments. In part one,...