Large Caps

ASX 200 earnings estimates have been in a downgrade cycle but there are tentative signs that the cycle has reached its nadir.

Quality investing has delivered impressive results, however, the stock market bubble in the early 1970s serves as a warning

In this video, two of Wilson Asset Management's large-cap analysts name some of their top stocks.

Join us as we talk to the Merlon Capital Partners team about their investment process and how they achieved the results they did last year

There's a need to be more selective within the Australian equities space, says Katie Hudson of Yarra Capital Management.

Read and listen to a WAM Leaders FY2022 Interim Results Webinar where Lead Portfolio Manager Matthew Haupt, Portfolio Manager John Ayoub and Equity Analyst Anna Milne...

In a world of cheap debt, where money seems to continue to be thrown at the next big thing (like those "Bored Ape" NFTs, for example), it's easy to forget about the...

As interest rates look to be on the way up (far sooner than previously expected), Livewire’s Ally Selby asks Stuart Welsh from Alphinity and Rhett Kessler from Pengana...

Large caps had a smashing year in FY21. The S&P/ASX 100 index returned more than 20% over the past 12 months - which is pretty incredible when you think that in the...

While supportive monetary policy continues to be a positive for equity markets in the short term, the commencement of tapering will drive vastly divergent returns, at...

They're big, they're bold, but they've been bleeding red through investors' portfolios. Over the past 12 months, ASX darlings CSL (ASX:CSL), Brambles (ASX:BXB) and...

At the conclusion of 2020, the market witnessed a rotation from growth stocks into value stocks. The reign of growth investing came to a standstill as value investors...

As borders reopen and Australians return to a new-normal, our economy moves from a pandemic to a recovery stage. Matthew Haupt and John Ayoub, large cap specialists at...

The March lows from the impacts of coronavirus spelled the sharpest correction experienced in decades. Yet from this fall, we are experiencing a recovery almost as...

Amid the US-led tech sell off the ASX-listed buy now pay later (BNPL) sector has had a decent touch-up, with valuations as much as 40 per cent down on their recent...

Australian retailers have overcome a number of hurdles in recent years, from challenging macroeconomic conditions and a slowing housing market to the trend towards...

An investor’s best friend… Google. We all use it, we all love it. Google processes approximately 70,000 search queries per second, meaning 5.8 billion searches per...

The Australian equity market has generated above average returns in the last 12 months with the S&P ASX 300 Index up +20.5%. The larger capitalised stocks represented...

The Rugby World Cup is still in the early rounds and my English colleague Mike Bell clings to the hope that his country can win (it won’t). Its inspired him to write...

Between 2010 and 2018 San Francisco has been one of the fastest growing regions of America with an ~36% increase in jobs created, fuelled by the Silicon Valley boom....