ASX:ORG

Brad Potter

Confession season was eerily quiet leading into reporting season, unlike the noise from the Royal Commission and the incredible events out of Canberra, where another Prime Minister didn’t reach their full term. The global equity backdrop was in a state of flux with the ongoing Trump-induced trade debate/war raging, mixed... Show More

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NAOS Asset Management

“Growth in Utilities in the short term will be dominated by wind and solar projects. They do dominate the pipeline. The immature solar supply chain presents the biggest challenge. Water, gas and power distribution will continue to grow, and we expect major investment in upgrading and extending the nation's transmission... Show More

Livewire Exclusive

We kept notes for you yesterday at the Future Generation Investment Forum, where a dozen of the best Australian and global fund managers each presented an investment idea. Read on for summaries of the insights from Magellan, Watermark, VGI, Lanyon, Antipodes, L1 Capital, Cooper, Centennial, Morphic, ARCO, and Wilson. Show More

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

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Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed relatively flat for the week and finished the first quarter of the financial year up 1%. On Tuesday, the Reserve Bank of Australia (RBA) Assistant Governor (Financial System) Michele Bullock said the central bank will continue to consider the heightened level of household... Show More