australian equities

Hamish FitzSimons on why defensive stocks are underappreciated, the parts of the ASX his fund is keen on, and those it isn't.

Australia’s momentum trade is soaring past global peers, but history says these highs often precede a sharp reversal.

Here I unpack the possibility of faster and deeper RBA cuts, and what it would for equity investors.

Flashback to 2015; how have ASX-listed All-Weather stocks performed over the period? Be ready to be surprised

Explaining CBA's inexplicable surge and why it's the Steven Bradbury of the ASX.

A stock hit by temporary disruptions and one that is growing faster than it can manage.

Bell Potter's analysts share their best ASX ideas for FY26 and beyond.

Eley Griffiths' Nick Guidera tells the story of how he let caution override conviction and watched a stock rally from the sidelines.

Alphinity's Stuart Welch highlights the importance of earnings momentum and shares how his team hunts for companies displaying it.

Morgan Stanley’s Chris Nicol says Australia is in a decent spot despite tariffs, slow growth and an expensive stock market.