australian equities

23 years at Fidelity has exposed Paul Taylor to a raft of industry heavyweights and market-shaping crises. Working with names such as Peter Lynch and Anthony Bolton...

I recently finished reading Good To Great. Why some companies make the leap … and others don’t by US author/researcher Jim Collins.Admittedly, I haven’t been exactly...

Human emotions and biases affect all investors. Left unchecked, these emotions can sabotage financial decisions and generate suboptimal investment outcomes. But...

Shortly after arriving in Australia in late August 2000, I witnessed the demise of iconic local company names such as Pacific Dunlop and Mayne Nickless.Both...

On 13 May, we published a quick update on the progress of the ‘Most tipped big caps’, the 10 stocks that got the most votes in our reader survey at the start of the...

Ahead of the upcoming Pinnacle 2020 Virtual Summit, we asked three Australian Large Cap equities managers to share a chart from their presentation and explain its...

Headlines during reporting season have claimed that ‘dividends have slowed to a trickle.’ In reality though, it is cash returns that have slowed to a trickle. Cash...

With more than six months of COVID-19 disruptions behind us, there have been some clear winners emerging as a result of changes in spending patterns and the shift to...

In the latest iteration of the Firetrail Analyst Series we dive into an Australian company which we think offers compelling long-term value: Lendlease Group (ASX:LLC)....

The local market opened higher on global investor buying before reporting season and sliding currency had both local and global investors locking in profit through the...

Investors have celebrated the growth story of Pro Medicus, shares in the stock have surged from $2 to $23 in the past five years. The company appears expensive, with a...

Just as different countries around the globe exude different fashions, cuisines and languages, investors too seem to portray different traits and preferences...

Corporate earnings have not been front of mind for share market investors over the year past.Last year’s August reporting season marked the weakest performance for...

The recovery in the Australian equity market from the lows in March has left some investors perplexed. How can equity markets be rising when the real economy has...

Context is everything; without it, information is just a meaningless collection of dots. Never were this more true for equity investors than heading into reporting...

In recent months, The Montgomery Fund has accumulated a significant position in Woolworths – it’s now one our largest positions. And we remain positive on the outlook...

Australian retailers have overcome a number of hurdles in recent years, from challenging macroeconomic conditions and a slowing housing market to the trend towards...

The gold rush continues, and this week it took up most of the action. 19 of the 28 placements that closed were for small cap mining companies, almost all of these had...

Five years of managing the FNArena-Vested Equities All-Weather Model Portfolio has triggered a reflection upon experiences and errors made. Below are my seven...

There are plenty of investors questioning the veracity and sustainability of the rally in equity markets through the June quarter (particularly in the US), in the face...