australian equities

An interesting session for the ASX with the futures indicating an open down ~100 points, however, that was short-lived with some large volume through the SPI...

A garden variety share market in 2022? No chance. But the weirdest anomaly is in stockbrokers' recommendations. As of the end of April, total ratings among the seven...

It's not often you get an inside look at the minds of three of Australia's most notable investors, nor learn about where they are finding opportunities amid the...

Long-term investing success depends on how you go at it, and how you stay at it. It involves a strategic framework and a philosophy, the setting of limits, and...

In the AFR I write that in December and early January this column repeatedly warned investors to prepare their portfolios for an interest rate shock that would force...

Sometimes it's what we cannot see that is most important. Now that global equity indices have staged a strong comeback rally throughout March, a lot of head scratching...

Tim Carleton of Value-focused fund manager Auscap Asset Management believes now is the time to buy Aussie stocks. “I think you want to be as overweight Australia as...

Jerome Powell's re-election as Federal Reserve chair late last year was a relief to investors, but a few short months later his credibility is now on the line. As...

With four months until the next Australian corporate earnings season, having not long ago finished reading half-year reports, it might seem too soon to start...

Global leader in gaming content and technology Aristocrat Leisure (ASX: ALL) has suffered a savage sell-off since November. The share price has dropped around 25% as...

While EPS beats were slightly ahead of misses this reporting season, abrdn's Michelle Lopez is increasingly more cautious on the outlook. In this wire, she outlines...

For the runners, cyclists or outdoor sportspeople within our readership, a handful of circumstances will almost always result in a proverbial groan: headwinds. That...

In late January, we recommended trimming equity risk and adopted overweight position in cash. The risks flagged have intensified in February. Inflation has been...

Our summer holiday unwind is now well and truly behind us with our local reporting season in full swing. However, the other great unwinds that have captured investors’...

Stockmarkets are pretty efficient. That means everything you care to think, or think about thinking, has likely already been thought, and is in the price already. As...

The small cap sector is the most inefficient part of the market, says Chris Stott from 1851 Capital. He recently spoke with David Clark of Koda Capital to share some...

Twenty-seven years ago the US Federal Reserve started lifting interest rates and instantly changed market sentiment and the direction of equity indices. The shift was...

The current equity correction has taken a lot of the froth out of the market. But caught up in the carnage have been a number of high-quality companies with years of...

IDP Education's (ASX: IEL) half-year results came in below market expectations. However, the company has a solid pipeline of leads and, with borders reopening, the...

2022 has started off with a bang, and not in the way investors would have hoped. The S&P/ASX 200 has fallen around 7% since the beginning of the year, while the Small...