australian equity market

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

If you want income, Aussie stocks are great. But if you want growth, there's no getting around it - they’re not so great.

Bulls and bears both rely on history for their equities outlook. What gives? An investigation into the fine print of historical precedents.

When reporting on 12 month investment returns, the starting point is as important as the finish line, a fact investors should not ignore.

Discover what 200 CEOs revealed about Australian Equities during reporting season with Yarra Capital's Katie Hudson

Change and volatility have dominated the macro environment in 2022. But despite the prospect of a material slowing in global growth and elevated inflation and...

This is a Heat Map of the All Ordinaries index showing the performance every month since 1982 (over 40 years). You can see that the average Australian market...

A few weeks ago, I spoke to Bennelong Fund Management's Stuart Fechner about the difficult market environment and how the Kardinia team is positioning our fund as a...

The Emperor’s New Clothes is a classic children’s story first published in 1837 which espouses several life principles that can be applied to investment markets....

With the country staring down the barrel of another federal election, this month’s Market Insight is dedicated to some fact-checking around the ongoing claims on...

Transitory was the macro word of 2021 as the Federal Reserve and other major central banks attempted to calm markets about the pace of inflation. Investors fought...

The problem with an international best-seller such as James O'Shaughnessy's What Works On Wall Street is that a reader in Australia can wrestle their way through...

Australia’s equity market performance versus global markets has waxed and waned over recent decades. A key driver of relative performance has been relative global...

I returned from holidays thinking this market is way too confident, way too bullish, and way too exuberant on numerous accounts. Turns out, market strategists at Bank...

The Blue Wave chatter has morphed this week into a new phrase in the newswires - A “Democratic Sweep”. This is an image from a US article titled "Wall Street prepares...

Under more “normal” circumstances, we’d all be talking about the economic recovery by now, with follow-on consequences for government policies, central bank focus...

The last 30-40 years has seen a dramatic shift down in interest rates for much of the developed world. For example, the ten-year government bond yields in Australia...

Foresight factor premium analysis focuses on the returns that are attached to generally accepted, systematic drivers of stock returns and risk: Market, Small-Large,...

There are two key characteristics embedded in the share market and human investors are not well-suited to deal with either of the two; randomness and...

THE FLYING FERRET I used to own a greyhound. Well, a bunch of us did actually. It was a yuppie post-university indulgence organized by...