australian equities

Throughout our Top-Rated Funds series, Australia's leading fund managers have overwhelmingly pointed to inflation as the biggest risk to markets over the...

It may surprise some to learn that one theme, and one theme alone, has attracted the lion's share of global flows over the past two years. In fact, according to...

It is a question that has regularly landed in my inbox this year: I am worried about inflation. How do I protect my investment portfolio? Let me start with the...

Many asset managers are scored based on the returns they provide to investors relative to each unit of risk incurred. A portfolio that can achieve the same return with...

Investing in growth companies is something entirely different from trying to find true value among bombed out cyclicals, disrupted business models and misjudged...

Australia has proven a fertile environment for merger and acquisition activity in recent months. As other nations continue to grapple with the pandemic fallout,...

Equities, while volatile, have historically provided attractive returns to long-term investors. The ASX All Ordinaries Index, for example, has delivered a compound...

The banks are back, baby. Or so it seems. National Australia Bank (ASX: NAB), Commonwealth Bank (ASX: CBA), ANZ Bank (ASX: ANZ), and Westpac (ASX: WBC) have handsomely...

The title of this article is a famous quote from Humphrey Bogart which couldn’t be more apt right now. Everyone has a favourite reopening trade. With some travel names...

Back in early 2011, something odd was happening in the Australian share market. Equity strategists at local investment banks and stockbrokers were predicting strong...

Markets have bounced back strongly from COVID-induced lows which, combined with the significant deployment of cash into attractively priced shares, have produced...

One year after the COVID crash, stock markets have moved from extreme fear to euphoria. In the March quarter, excitement reached new heights as defensive assets such...

High stock prices aren’t necessarily expensive, embrace a buy-and-hold mentality, and don’t spread your net too wide: these are core principles for Hyperion’s CIO and...

Pre-extreme market polarisation, I had developed my own share market indicator for the ASX, and for a while it proved rather reliable and effective.Its composition was...

It's a thought we've all had: Why limit yourself to investing domestically if to do so means missing out on lucrative skyrocketing international stocks (Tesla, say, or...

Oscar Oberg is voraciously bullish on small caps. And when you consider WAM Microcap Ltd returned 48.1% (before fees) over a 12-month period - an outperformance of...

In a share market as bifurcated as the ASX, leading indices such as the ASX200 or the All Ordinaries no longer show investors the true picture of what is going on. On...

Livewire Markets joins International Women's Day in celebrating the social, economic, cultural and political achievements of women. As part of our coverage, we're...

The US market (MSCI US Index) crushed EAFE (MSCI Europe, Australasia and Far East Index) again in 2020, gaining 21% versus the MSCI EAFE Index’s 8% gain. This is...

With households packed to the rafters with cash, iron ore sitting at record highs, and Aussies - rightly desperate for a holiday - giving domestic travel a red hot go,...