australian equities

Many value investors would undoubtedly feel a lot like Dorothy in the current market environment, like they have taken a knock to the head during a violent twister...

Ethical and socially responsible investing is a rapidly growing sector in Australia, with total funds under management up 57% over the last two years according to the...

In this episode we chat to Tony Waters of QVG Capital and discuss fast-growing small Australian companies such as AfterPay. As a founder and Portfolio Manager...

In this month’s Cross Asset Review produced by Foresight Analytics, we look at the performance of various asset classes in the last Financial Year. Central Bank policy...

Markets are very curious at the moment. The economy is weak, and earnings growth is almost non-existent, but stock market prices keep going up. In the following Q&A,...

Visiting ‘Trumpsville’ … I mean the US … in June was, as anticipated, another journey of unexpected delights. Five days, three cities and 40+ meetings with companies...

We recently established a position in Smartgroup (ASX:SIQ), a novated lease and salary-packaging company. Smartgroup generates revenue by administrating salary...

Australian mid-cap stock Bega Cheese (ASX:BGA) has detracted from returns of the Perpetual Equity Investment Company Limited (ASX:PIC) LIC in recent times. However, we...

Domino’s (ASX:DMP) has been served with a class action lawsuit regarding wage underpayment. Domino’s believe their agreements are applicable and will defend this in...

The first six months of calendar 2019 have again superbly proved as to why this equities bull market has been dubbed "the most hated in history". At face value, equity...

There's no doubt in anyone's mind that the past year has been an extraordinary period for markets. Casting his mind back 12 months ago, Ausbil Investment Management...

Crucial Question: Is It 1995 or 2007?Before reading this week's update on the global macro and equities picture, investors are advised to add three new words to their...

All investors are bound to struggle with emotion, as did Olivia Engel, CIO – Active Quantitative Equity at State Street Global Advisors, at the start of her investing...

Select Harvest (ASX:SHV) is an Australian-based grower, processor and marketer of almonds and almond-based value-added products. The business owns and leases over...

During the first quarter of 2019, we have observed an acceleration in the outperformance of growth over value. This can be seen in the chart below provided by Deutsche...

WiseTech, Appen, Afterpay, Altium and Xero (WAAAX) are up just over five-fold over the last two years, pushing the aggregate market cap to over $28 billion. Some of...

Australia is facing a population boom, with over 29 million people expected to be living in this country by 2030. And there are a number of stocks that could be big...

People that know me know that I love a burger. If it doesn’t work out for me as an investor it has been suggested − that with my list of 74 burger joints...

In my column today I analyse why ScoMo really won, noting that "during the week I advised my investors, media colleagues and friends that it would not be surprising if...

Investors have rewarded stocks demonstrating the ability to deliver growth while also exceeding market expectations. However, the multiples on some of these stocks are...