Business Insights Across the Market

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

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

The difference between bonds and shares in a severe correction

Elizabeth Moran

The endless days of a fantastic summer are disappearing as is the consistent, upward trend of higher share prices, with volatility returning to the market. The sharp but relatively small correction in equities early February was enough to make investors stop and reassess portfolio allocation strategies. There comes a point... Show More

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Is the Coles demerger a good idea?

Tim Kelley

Recently, Wesfarmers Limited (ASX: WES) announced its intention to demerge the Coles business into a separate ASX-listed company. While WES will retain up to a 20 per cent stake in Coles, the demerger effectively splits the company into two separate entities, with WES owning Bunnings, Kmart, Target, and Officeworks, as... Show More