popular wires

One of the more significant de-rating stories over the past 12 months has been that of fruit and vegetable grower Costa Group (ASX:CGC), which has had to issue two...

A little over a year ago I wrote about CountPlus (ASX:CUP) and outlined why there was significant strategic value in their relationship with the CBA owned, and much...

While speculating on the future direction of interest rates, currencies, and monetary policy can generate great headlines, it often raises the question; ‘what does...

The consensus outlook for the US economy has become increasingly fearful in recent months. In particular, the bears point to renewed trade war concerns, which have...

Mandatory retirement savings in Australia are worth $2.7 trillion and growing. Equity markets are arguably looking fully priced, particularly as the rhetoric of a...

It has been a big few weeks for financial markets. From the escalation and then de-escalation of the trade wars (Mexican tariffs on, then off), to deteriorating...

Corporate failures and fallouts such as Enron, WorldCom and Lehman Brothers in the past have demonstrated the importance of emphasising the qualitative aspects of a...

Graphite stocks have been whacked. But the supply-demand balance is thought to be turning, prompting senior analysts to tip a recovery in graphite prices. This could...

The market chopped around for the session today before closing flat - the ASX200 traded as much as +20 points higher and -10 points lower than the previous close. It...

Model portfolios are a predetermined combination of funds designed to meet the needs of a broad group of investors. Some providers define...

The goldilocks run Global Equities has enjoyed since the start of the calendar year finished during May, as renewed fears about global growth weighed on sentiment. For...

You rarely hear value investors espousing small-cap biotech stocks, given their typically binary outcomes make the risk profile totally unsuitable. However, what we...

During the first quarter of 2019, we have observed an acceleration in the outperformance of growth over value. This can be seen in the chart below provided by Deutsche...

Global trade data has been slowing rapidly over 2019, but last week’s US employment report was a dire warning, and can expedite the US Federal Reserve (the Fed)...

The takeover activity at the top end of town is permeating down to the small to mid-sized sector, raising the perennial question of who might be next to garner...

It is no secret that Australia’s engineering and contracting industry has been positioning for an infrastructure-led boom on the east coast. Expectations of billions...

What's the most important thing for a listed company to focus on when considering an acquisition? The following quotes from four different ASX listings in the past...

Our team is often asked why we choose to organise our investment process along generalist rather than sector specialist lines. The answer is partially empirical, in...

The local market quickly pushed on with yesterday’s rally to post an extra 41pts to rally to the intraday high within the first hour. The selling picked up from there...

WiseTech, Appen, Afterpay, Altium and Xero (WAAAX) are up just over five-fold over the last two years, pushing the aggregate market cap to over $28 billion. Some of...