Cyclicals

Despite its strong run, the Allan Gray Australia Equity portfolio remains heavily tilted towards beaten-up cyclical companies, as their decade-long underperformance...

The good news on COVID-19 vaccines strengthens the case for a global equities boom in 2021. But where will the biggest gains be found? In beaten-down cyclicals,...

Since the outset of COVID-19, when we seriously analysed what was happening in early 2020, the nature of pandemics, and where the world economy was when the pandemic...

As this point of the cycle the low and medium hanging fruit has been picked. Investors that would typically stick to blue chips, whether that be defensive companies...

Last year, BHP and Rio both paid a gross yield of more than 13%, a figure that jumps to more than 20% once you include buybacks. Peter Gardner from Plato Investment...

Retailers, media, resources and mining services are just a few examples of the vast array of cyclical investment opportunities on the ASX. Gary Rollo, Portfolio...

It looks clear that 2019 will be a challenging year for the consumer. The daily headlines on falling house prices, declining car sales, tightening credit, election...

Dividend lovers: we’re witnessing a bit of a changing of the guard when it comes to the performance of ASX listed companies. Financials and in particular banks –...

I spent a lot of time in the 2017 End of Year Special Edition looking back across the year, covering some of my best charts and calls (and some of the worst!). But...

Paul Moore, Chief Investment Officer at PM Capital has enjoyed a stellar run investing in cyclical stocks that surged ahead since Trump's election victory. In the...