popular wires

The great and terrible mergers and acquisitions of corporate history are well remembered. But the conditions that produce them are often overlooked. With cheap debt...

There are always a few bearish big picture themes in the news for investors to worry about. But how much alpha is actually on the table in reacting to them? In our...

Plus, Canterbury holds its breath ahead of Queensland copper assays and Strandline’s big WA mineral sands project on track to secure funding from the Government’s...

Proposed revisions to capital adequacy and measurement of capital (APS 111) manageable for the majors. APRA has growled and launched a review of the capital treatment...

Two years ago battery minerals, and in particular, lithium, were all the rage. Orocobre and Galaxy Resources were up ~5x and ~37x respectively in a few years, and it...

Since I first looked at “Five great charts on investing for income” two years ago, the Australian cash rate has halved, 10-year bond yields have fallen by two thirds...

With investors clamouring for better yields than paltry returns on cash deposits, the world’s top debt whisperers have obliged with an expanding cluster of ASX-listed...

Back on the 19th of June in our piece ‘Nufarm: Short the Short’ (and go long!) we made the case for why we believed that a short squeeze was on the way. At the time...

IDP Education (ASX: IEL) places international students into Australia and other key English speaking destinations, while also administering English language...

The Retail sector is facing well-known headwinds, however, some stocks have defied these to post strong gains, because as we hear in this discussion, 'results can be...

Corny title notwithstanding, Infineon is a unique power semiconductor manufacturer with a significant electric vehicle opportunity.“We always overestimate that change...

September delivered further weakening in the global macroeconomic environment, justifying the large global policy accommodation (mainly via interest rate cuts and...

Key takeaways CBA launches its PERLS XII issue, a hybrid deal with a 7.5-year first call and a margin of 3% above BBSW. As a Tier 1 security, this bucks the trend of...

Investing through the cycle and targeting 10-15% returns net of fees is Alium’s focus, and in this episode Martin explains how Alium is able to accomplish this. The...

The rise of passive investing (for example, investing through ETFs that track an index) has created a decline in the equity market stock dispersion. As a result,...

Our latest extensive trip across the US (California, Arizona, Illinois, Washington, New York, Florida, Washington DC) highlighted the strength of the domestic labour...

Back in November 1990, with the Australian economy deep in the doldrums, Treasurer Paul Keating uttered his now famous remark that this was “a recession that Australia...

The Australian Focus List contains our top nine stock picks across a diverse group of sectors including Diversified Financials, Software & Services, Internet,...

Passive investment strategies continue to gain in popularity as large quantities of funds across the world are being invested in them at a time when most active...

Morgans large-cap best ideas are the stocks we think offer the highest risk-adjusted returns over a 12-month timeframe, supported by a higher-than-average level of...