Large Caps

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...