australian equities

These money managers are fully invested in Australian equities.

The secret to constructing portfolios with a strong stomach is to be "brutally self-aware", says Yarra Capital Management's Dion Hershan.

We discuss one of the fund's holdings, a company operating in the oil and gas and offshore wind sectors trading on cheap valuation metrics.

Murdoch speaks with Tim Carleton the Chief Investment Officer at AUSCAP Asset Management about the outlook for Australian share market.

AGM season in November is a key source of new information with management teams updating forward-looking revenue and profit guidance.

It's not bright, in case you were wondering...

Quality in listed companies is not something that shows up in daily share price moves. But on a longer term horizon the numbers don't lie

Blackwattle Investment Partners' Ray David discusses the analogous story of Chris Ellison and famed entrepreneur Sam Zemurray.

With annual general meeting (AGM) season underway, what is becoming clear, yet again, is that great managers are good at two things. The first is running the business,...

Bulls and bears both rely on history for their equities outlook. What gives? An investigation into the fine print of historical precedents.

Investing in what you are passionate about, or even what you consume everyday, can give you an edge. So, what do you know?

Equities are "expensive" relative to bond yields, with a variety in options available as to how this conundrum might be resolved.

Morningstar has released its Q4 2023 guide to undervalued stocks and there’s a few big hitters in the mix.

Murdoch speaks with Kevin Bertoli the Co-Portfolio Manager of Global and Australian equities of PM Capital.

Rising bond yields and higher interest rate expectations has not been a good backdrop for stocks, but these three stocks are positive.

...and is generating strong returns for shareholders while doing it.

Back in February 2020, and just before COVID-19 sent the world into a tailspin, GWA (ASX:GWA) shares were on a high, trading at nearly $4 each. Today, shares in the...

Airlie Funds Management's Emma Fisher believes times of "maximum pain" can often be the best time to buy. In this wire, you'll learn why.

The financial media, retail investors, and scarily, most advisers do not know how to compare apples with apples.

There are simply too many question marks for equity markets, which is weighing on general sentiment, and on prices.