balance sheet strength

The ASX index is holding steady. Beneath it, small cap valuations have compressed in businesses with intact earnings outlooks.

Pre-tax margins and ROEs haven’t risen and leverage hasn’t fallen. Exaggerated and misleading assertions “support” today’s high valuations.

Despite the record reporting season past and the major wall of cash returned to investors this year, we at Airlie can't help but feel things in markets are a little...

A handful of stocks outside the ASX 20 have proved especially popular during the COVID-19 induced stock market rout and (contentious) recovery, according to data...

The rapid global spread of COVID-19 has quickly evolved to the equally rapid shutdown of economies, causing anxiety in financial markets. Whilst stopping the spread is...