australian equities

Part 1 of the highlights from our recent trips visiting management teams.

First Sentier's David Wilson shares insights from 40 years of stock-picking experience.

Antares is celebrating 30 years - Head of Equities Nick Pashias has been there for 25 of them. Here, he shares his long-term perspecitve.

The ASX 200 hit a record high as materials surged on China stimulus and banks rebounded.

The average PE multiple for the ASX 100 in 2024 has blown out to 17.3x.

Bar the politics, it was a week for data certainty, long-sought after gains for some mining stocks, and a slew of CEO departures. Data certainty was provided by the US...

The dust has settled on reporting season and it's time to get back to hunting the best opportunities.

Market mood shifts post-reporting: Mixed portfolio results, macro concerns, and stock volatility shape cautious investor sentiment

In markets this week...

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.