australian equities

Well, I think we can all agree it's been a strange week. Masks are once again mandatory in New South Wales, borders are shuttered, and travel plans, devastatingly,...

Twelve months ago we wrote our second note on Mineral Resources (ASX: MIN) titled Can Mineral Resources be a $40 stock?. Within seven months our question was answered...

Throughout our Top-Rated Funds series, Australia's leading fund managers have overwhelmingly pointed to inflation as the biggest risk to markets over the...

It may surprise some to learn that one theme, and one theme alone, has attracted the lion's share of global flows over the past two years. In fact, according to...

It is a question that has regularly landed in my inbox this year: I am worried about inflation. How do I protect my investment portfolio? Let me start with the...

Many asset managers are scored based on the returns they provide to investors relative to each unit of risk incurred. A portfolio that can achieve the same return with...

Investing in growth companies is something entirely different from trying to find true value among bombed out cyclicals, disrupted business models and misjudged...

Australia has proven a fertile environment for merger and acquisition activity in recent months. As other nations continue to grapple with the pandemic fallout,...

Equities, while volatile, have historically provided attractive returns to long-term investors. The ASX All Ordinaries Index, for example, has delivered a compound...

The banks are back, baby. Or so it seems. National Australia Bank (ASX: NAB), Commonwealth Bank (ASX: CBA), ANZ Bank (ASX: ANZ), and Westpac (ASX: WBC) have handsomely...