popular wires

Local market was volatile but mainly flat. It struggled to follow the US bounce on stimulus hope despite the recovery in the currency. Global investors were spooked by...

Alumina Limited is an example of a company whose currently depressed earnings appear more cyclical than structural and which, given recent price weakness, we believe...

When Afterpay (ASX: APT) first hit the ASX boards, tapping the public market for capital was really the only way for an early-stage Australian company to scale up,...

Investing in ‘ten-baggers’, much loved by Peter Lynch, is easy to say but hard to do. We prefer to start by avoiding the losers, the bottom 20%. I show in this wire...

Our global pharmaceutical team is confident there will be a positive Phase 3 testing result from at least one of the four major trials by the end of the year after...

A couple of beaten up travel firms and a promising labour hire outfit are part of the unmissable opportunity of this “most hated bull market,” says Monash Investors’...

With interest rates heading to zero, keeping your money in the bank has become a poor way to increase – or even preserve – your wealth. A better strategy, I believe,...

The sprawling ASX-listed automotive sector is one to watch this AGM season as holidaymakers avail of newly-restored freedoms and gear up for a good ol’ fashioned road...

If you were tasked with fundamentally changing the operating target for monetary policy in a major developed nation how would you go about it? The Federal Reserve has...

As life slowly returns to normal and businesses around Asia plan for the next phase post Covid-19, we found it a good time to reflect on the learnings over the past...

Investor demand for healthcare stocks has grown from already high levels in 2020 but an emerging asset class provides a less crowded entry point, says David Burgess of...

I have a working theory that the September quarter earnings (Q3) coming out over the next few weeks are going to give excellent insight to the new normal. Q1 earnings...

Local market started negative and had a mini bounce before RBA minutes and no free kick from China sank the market with US and EU worries. RBA minutes confirmed what...

In April 2019, Josh Frydenberg delivered his first Budget as Treasurer. After more than a decade of deficits, Australia was finally on track for a long-awaited return...

The pandemic was made in China, but its impact has been significantly greater in Europe and the Americas, both north and south. Despite accounting for nearly 60pc of...

Income from all asset classes has been declining for over a decade, and accelerated this year since COVID took hold. From cash to fixed income, property to dividend...

One of the ongoing debates amongst economists is whether there is a level of sovereign debt-to-GDP which would hamper a nation’s economic growth prospects. It...

The Covid-19 crisis has brought with it many predictions about the demise of the Australian consumer. But time and time again since the pandemic began, the reality has...

In late August, payments juggernaut PayPal announced their new product 'Pay-in-4'. The Buy Now, Pay Later (BNPL) adoption was unexpected for many and sent the ASX BNPL...

As the pandemic accelerates the shift to online shopping, investors have favoured those retailers with superior e-commerce capabilities as the winners in a...