australian equities

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.

Assessing a firm's corporate culture is critical to evaluating the success of an organisation and its long-term potential.

Pessimism is up among investors, but they remain engaged.

There's a few ASX travel stocks which benefitted when investors were harnessing the reopening trade. But one may go one step further.

A tough start to the year suggests there might be value to be found. Morningstar has revealed its latest view on top value picks.

A review of a difficult '22 and some exciting themes for next year are among the topics covered in this interview with Australian Ethical's Mike Murray.

When investors, be it Montgomery or our partners Australian Eagle, talk about quality Australian companies (those with wide and deep economic moats or competitive...

Both Australian Eagle and Montgomery have had a position in Macquarie Group (ASX:MQG) for some time. The positive view on the company would seem obvious given the...

A takeover frenzy is currently underway on the ASX. In the Forager Australian Shares Fund, there have been four takeover offers in this financial year alone -...

The traditional wisdom is that retail investors are a skittish lot. One whiff of a market downturn and they’re outta there. Of course, we’ve seen in more recent...

Sometimes the most important market insight is hiding underneath daily share price movements. Intriguingly, the latest update into who's buying and selling US...

Journalist Donald Horne once proclaimed Australia to be ‘the lucky country’. Horne’s intent was to comment that, while other industrialised nations created wealth...

It’s a tough time to be a retailer, what with increasing interest rates, fuel and energy costs putting a squeeze on consumer spending. And some retailers are...

In this video IMDEX’s (ASX: IMD) CEO Paul House joined me to discuss the businesses recent first quarter FY23 result. The result showed stronger revenue growth than...

With the market well off its highs, it’s a wonderful time to buy shares in high quality businesses at beaten-down prices. And as I make my purchasing decisions, I like...

It’s no mystery why the discussion of public versus private assets has the potential to become such a heated debate: this is an incredibly deep topic, full of nuance...