australian equities

Yield investing with growth makes it sustainable over the long term

Part 1 of the highlights from our recent trips visiting management teams.

First Sentier's David Wilson shares insights from 40 years of stock-picking experience.

Antares is celebrating 30 years - Head of Equities Nick Pashias has been there for 25 of them. Here, he shares his long-term perspecitve.

The ASX 200 hit a record high as materials surged on China stimulus and banks rebounded.

The average PE multiple for the ASX 100 in 2024 has blown out to 17.3x.

Bar the politics, it was a week for data certainty, long-sought after gains for some mining stocks, and a slew of CEO departures. Data certainty was provided by the US...

The dust has settled on reporting season and it's time to get back to hunting the best opportunities.

Market mood shifts post-reporting: Mixed portfolio results, macro concerns, and stock volatility shape cautious investor sentiment

In markets this week...

The Yarra Capital Management equities team take a deep dive into big themes, key sectors, and compelling stock opportunities.

Rapid Fire interview with the Yarra Capital Management equities team following the recently completed ASX reporting season.

Schroders' Sebastian Mullins argues we should get used to higher inflation but in the meantime, these are the assets he likes.

Earnings season rollercoaster: Market whiplash, hidden gems, and surprising resilience. Dive into the week's biggest movers and shakers.

In a stellar financial performance, and in contrast to rivals, Guzman y Gomez (GYG) has significantly surpassed both its prospectus forecasts and market expectations...

Yield investing with risk management keeps delivering through the cycle

Did you see the front page of the AFR this weekend? I did....I'll show you.

We still believe QBE Insurance is well-positioned for long-term growth.

Despite challenges like inflation and finance costs, Transurban will retain its position in The Montgomery Fund’s portfolio.

Long-term savings need to grow more than inflation to meet future liabilities or lifestyle choices.