Daily Report
James Gerrish

The Trump / China trade hangover lingered over the market this morning and we’d expect that theme to continue for the remainder of the week, however it wasn’t all one way traffic with more green about than US trade would have implied. Banks were mostly higher on the day, resources... Show More

Harley Grosser

I wrote about 5G Networks (5GN) back in December. Since then the company has entered the Data Centre market, raised $8m and a number of new funds have joined the register. So it is worth an update on what is happening at 5GN and where things might be heading from here. Melbourne... Show More

James Gerrish

Not a lot to get excited about today with the market ebbing and flowing throughout the session to end the day marginally higher. US Futures were flat during our time zone, Asia was higher but not substantially so. There was a big seller of our market from midday for about... Show More

James Gerrish

Money made its way back into the market today after yesterday’s sea of red. Futures showed signs of jitters early in the session but for the most part the market was bid up well throughout the day and saw some particularly strong buying late in the session. Australian construction data... Show More

Harley Grosser

What a difference 3 months can make. Investors are nervous with the main Aussie index off about -13% from its highs amidst talk of a bear market. But in small cap land, we are already there. The Emerging Companies Index is down by more than -20% this year, meeting the... Show More

Fund Manager Q&A
James Marlay

At age 37 Chris Stott has called time on his investment career at Wilson Asset Management. Given the current state of markets I took the opportunity to have one final chat to hear his views on the year ahead. He presents a bearish outlook for the Australian economy fuelled by... Show More

Hugh Dive

Over the past twelve months small companies (as measured by the ASX’s Small Ordinaries) have returned 22%, outperforming large caps (ASX Top 100) by almost 10%. This has led to numerous articles in the financial press claiming that small is beautiful and that investors should look beyond large Australian companies... Show More