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Today I argue that since we blindsided participants by first putting the likelihood of the Reserve Bank of Australia launching quantitative easing (QE) back in May,...

The market crept higher to round out a reasonable week of trading. There wasn’t a great deal of direction given from overseas markets with many investors watching for...

Following on from the article we wrote in December 2018, 'Outlook 2019' (found here), we outlined four key themes for 2019. The US interest rate path, implications of...

The strength of the US dollar remains a sore point for President Trump. This week he reported its value as the highest in US history. We hear many claims of...

Welcome to the FNArena Reporting Season Monitor for the August result season 2019. The Monitor reports ratings and consensus price target changes, along with brief...

There’s a popular narrative in the market that companies attacking global markets have been a great place to make returns. For example, Nearmap, A2 Milk and Vista...

BHP’s chief Andrew Mackenzie says he’s excited by the company’s “new copper opportunity” near Olympic Dam. In truth, it’s actually an old WMC discovery. But there’s no...

Today Qantas announced its annual results. Despite significantly increasing fuel costs to the tune of $614m, Qantas managed to maintain a constant 55c statutory EPS...

In early August, we made the decision to move tactically underweight equities. Adopting a more cautious stance is perhaps not surprising given this is...

The most common question investors are asking me today is, “Is now the time to go to cash?” Volatility, uncertainty, complexity, ambiguity. This is the reality equity...

Our investment view on SCG is that it owns the best retail portfolio in Australia and New Zealand in a sector that continues to have higher barriers to entry (for...

Nine Entertainment Co (NEC) posted a strong result despite headwinds from a soft free-to-air (FTA) television advertising market and weak property listing volumes on...

It is no longer absurd to think that the nominal yield on U.S. Treasury securities could go negative. Earlier this month the German 30-year government bond yield...

Technology once presented a major barrier to entry and often stifled competition. So what changed? We see the explosion in the cloud as a catalyst for why we believe...

During August many families travel on holiday to far flung climes. When they arrive, how will they buy their tourist souvenirs? Today it might be dollars and euros, in...

If I were to characterise the domestic small cap market in just one word, it would be ‘dynamic.’ It is truly dynamic in the sense that it is constantly changing and...

Surprise around a lower margin outlook in FY20 has well and truly captured the market’s attention and seen a significant sell-off in A2 shares today. It is clear that...

Service Stream (SSM) has developed into a core small-cap industrial poised to capitalise on servicing Australia’s essential networks including electricity, gas, telco...

I don’t have a background in wealth management and like many of you I’m learning by reading articles from wealth professionals and speaking with more experienced...

We recap some of the profit reporting season highlights including Netwealth, Westpac Group and Senex Energy. Full reports are available below via links.Netwealth...