australian equities

Fidelity Australia’s top stock picker Paul Taylor reflects on the common traits of two early additions to the Australian equity strategy, which he’s headed since it...

23 years at Fidelity has exposed Paul Taylor to a raft of industry heavyweights and market-shaping crises. Working with names such as Peter Lynch and Anthony Bolton...

I recently finished reading Good To Great. Why some companies make the leap … and others don’t by US author/researcher Jim Collins.Admittedly, I haven’t been exactly...

Human emotions and biases affect all investors. Left unchecked, these emotions can sabotage financial decisions and generate suboptimal investment outcomes. But...

Shortly after arriving in Australia in late August 2000, I witnessed the demise of iconic local company names such as Pacific Dunlop and Mayne Nickless.Both...

On 13 May, we published a quick update on the progress of the ‘Most tipped big caps’, the 10 stocks that got the most votes in our reader survey at the start of the...

Ahead of the upcoming Pinnacle 2020 Virtual Summit, we asked three Australian Large Cap equities managers to share a chart from their presentation and explain its...

Headlines during reporting season have claimed that ‘dividends have slowed to a trickle.’ In reality though, it is cash returns that have slowed to a trickle. Cash...

With more than six months of COVID-19 disruptions behind us, there have been some clear winners emerging as a result of changes in spending patterns and the shift to...

In the latest iteration of the Firetrail Analyst Series we dive into an Australian company which we think offers compelling long-term value: Lendlease Group (ASX:LLC)....