australian equities

Macquarie noted four key market themes, upgraded some stocks and downgraded others in its 2023 Conference. In this wire, I'll explore these.

In this video Roger discusses why calendar year 2023 could be a good year for investors. Disinflation has always been positive for stocks, particularly innovative...

Are rising asset prices at a time when the global economy is heading for recession too good to be true?

WaveStone Capital’s Henry Hill believes success comes down to sustainable competitive advantage and exploiting the herd. Here’s why.

In part one of this note to young investors, I set out the reasons why I think young investors should steer clear of index funds and instead invest in high-quality,...

Australia's most famous biotech company also happens to be a "dream" investment, argues Australian Eagle CIO Sean Sequeira.

Investors who felt safe hiding in lithium stocks supported by broad-based belief in the global electrification theme have had a rude awakening over the past four...

As Warren Buffett said in an interview in 1999, “the inescapable fact is that the value of an asset, whatever its character, cannot over the long term grow faster than...

A stock that was trading at a discount to its earnings and valuation where we can see earnings growth over the forward period

This year's deterioration in economic prospects, now complemented with a banking crisis in the US and the inevitable demise of Credit Suisse, has strengthened expert...

Paul Taylor shares lessons from his 26 years of investing and some high-conviction picks for 2023 in this CIO profile.

Just a cursory glance at the share price history of QBE Insurance Group (ASX:QBE) is enough to scare most investors away. After hitting a high of around $34 back in...

A healthy bull market for equities has both macro and micro feeding optimism and upside. Alas, February has not delivered the required unity

Relative to history, current levels would be considered strong. But the cycle is what matters, and loans have overshot to the downside.

The RBA is set to pause rates soon - and that can extend the economic cycle and provide upside for investors.

In this episode of Stocks Neat, Co-Portfolio Manager Harvey Migotti joins me to discuss the recent January rally and what it could mean for future returns. We discuss...

Bruce Apted from State Street Global Advisors gives his view on how volatility to shaping up for 2023.

With equity markets steaming ahead, there’s no shortage of people calling this a ‘dead cat bounce’ and, by implication, predicting another market correction. History,...

Since starting life in 1996 as the operator of Melbourne’s CityLink, Transurban (ASX:TCL) has come a long way. Taking advantage of falling interest rates, TCL has...

The RBA's latest rate hike leaves it close to a pause from Q2. Isaac Poole of Oreana thinks that will provide a support for Aussie equities.