australian equities

For the runners, cyclists or outdoor sportspeople within our readership, a handful of circumstances will almost always result in a proverbial groan: headwinds. That...

In late January, we recommended trimming equity risk and adopted overweight position in cash. The risks flagged have intensified in February. Inflation has been...

Our summer holiday unwind is now well and truly behind us with our local reporting season in full swing. However, the other great unwinds that have captured investors’...

Stockmarkets are pretty efficient. That means everything you care to think, or think about thinking, has likely already been thought, and is in the price already. As...

The small cap sector is the most inefficient part of the market, says Chris Stott from 1851 Capital. He recently spoke with David Clark of Koda Capital to share some...

Twenty-seven years ago the US Federal Reserve started lifting interest rates and instantly changed market sentiment and the direction of equity indices. The shift was...

The current equity correction has taken a lot of the froth out of the market. But caught up in the carnage have been a number of high-quality companies with years of...

IDP Education's (ASX: IEL) half-year results came in below market expectations. However, the company has a solid pipeline of leads and, with borders reopening, the...

2022 has started off with a bang, and not in the way investors would have hoped. The S&P/ASX 200 has fallen around 7% since the beginning of the year, while the Small...

We have made significant adjustments to our portfolio of quality Australian and global listed companies as the disruption of the pandemic gradually clears. We search...