large cap ideas

Australia's large caps, energised by cheap debt and ultra-accommodative fiscal policies, stormed through the pandemic and beyond. The S&P/ASX 200 hit an all-time high...

The ASX is replete with hugely successful companies that not long ago were small caps, such as Afterpay and Fortescue Metals. Sadly, there’s also the reverse: ‘famous...

We told investors last month that our view on the situation surrounding COVID-19 is a balanced one. That largely remains the case today and the Fund still has dry...

A combination of lacklustre earnings announcements combined with coronavirus jitters has knocked almost 7% from the S&P/ASX 200 Index in a week. But amid the darkness,...