Australian sharemarket

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

Murdoch sits down with Vince Pezzullo Head of Aus Equities at Perpetual. We discuss Ozempic impact on healthcare, FLTR, IAG, WOW, BSL & more

Murdoch is joined by Romano Sala Tenna, one of the founders & PMs at Katana Asset Management to discuss their long-only, listed ASX strategy

Sentiment is positive while Confession Season is back, but only in a relatively mild way. Expectations are low. What to expect from August?

In this wire, I outline what's happening in the sector and how we are thinking about positioning looking ahead.

Appearances can hide the real picture, as is the case in today's financial markets.

This year's deterioration in economic prospects, now complemented with a banking crisis in the US and the inevitable demise of Credit Suisse, has strengthened expert...

Sometimes the most important market insight is hiding underneath daily share price movements. Intriguingly, the latest update into who's buying and selling US...

 If I were to make a good-humoured attempt at an old fashioned Dad-joke, I'd start off with: I am old enough to remember when corporate reporting season in...

Stocks go up, stocks go down. And whoever observes share markets on a daily basis fully well knows there are all kinds of variations in between. One thing remains,...

A garden variety share market in 2022? No chance. But the weirdest anomaly is in stockbrokers' recommendations. As of the end of April, total ratings among the seven...

Sometimes it's what we cannot see that is most important. Now that global equity indices have staged a strong comeback rally throughout March, a lot of head scratching...

Twenty-seven years ago the US Federal Reserve started lifting interest rates and instantly changed market sentiment and the direction of equity indices. The shift was...

Back in early 2011, something odd was happening in the Australian share market. Equity strategists at local investment banks and stockbrokers were predicting strong...

Risk-on sentiment prevails global markets last week – so much so that even previously neglected sectors such as financials began to attract interest. Key drivers were...

Last week I talked about the market 'testing resistance', given the focus on whether the S&P 500 could break through recent highs of 2,930 and march onward to 3,000....

Regarding the share market, I am firmly in the bear camp. I cannot see shares making a new high any time soon; we could however very well see the market test new lows...