ASX:CSR

Big versus Small Company Investing

Hugh Dive

Over the past twelve months small companies (as measured by the ASX’s Small Ordinaries) have returned 22%, outperforming large caps (ASX Top 100) by almost 10%. This has led to numerous articles in the financial press claiming that small is beautiful and that investors should look beyond large Australian companies... Show More

Infrastructure is the hottest ticket in town

Colonial First State Global Asset Management

Alternative managers are continuing to see increased interest from traditionally conservative clients and it seems infrastructure is the hottest ticket in town. With President Trump’s (still unannounced) plans to drive over $1trn of infrastructure investment in the US, China pledging over US$100bn in investment for “One Belt One Road”, Blackstone... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170310

Mathan Somasundaram

Local market moved up despite weaker commodities and weaker AUDUSD while non-farm payroll data will set the tone for next week ahead of US Fed meeting. Consumer Staples, IT and Health Care moved the market higher while Metals, Mining, Gold and Property Trusts were the negative performers. Tesla is getting... Show More

One sector experiencing a 'sea change' through M&A interest

Livewire Exclusive

Jeremy Bendeich from Avoca Investment Management says the current M&A cycle is likely being fueled by the availability of cheap credit – but it is also shedding light on value opportunities. With debt funding at record low levels there has been an arbitrage on offer for companies looking to make... Show More