australian equities

A strong board aligned with company management is crucial to a company’s fortunes, so where do institutional investors see the top boards?

Investors had better not fall into the "AI is but a temporary bubble" trap, because tomorrow's future is about to be rewritten.

Investors will soon find out whether forward indicators signalling the US economy will slide into an economic recession are correct.

Since listing in 1999, the share price of REA Group (ASX: REA) – Australia’s leading online property portal – has risen from around 50 cents to around $140. So you’d...

Appearances can hide the real picture, as is the case in today's financial markets.

Cash flow is king and not every company will be able to back up its stories with facts.

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.