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Australian Equities

1-12 out of 52 results.

A case study in good business culture versus bad

Peter Drucker’s axiom “culture eats strategy for breakfast” continues to ring true. If culture is the sophisticated word for execution, Boral has been a standout over the past 12 months, while Fletcher Building has lagged.

Three ASX small caps set to shine in 2024

A turnaround in the fortunes of ASX small caps is overdue after a disappointing 2023. It's important to pick your spots though, and miners and building materials companies look the standouts heading into next year.

Clime time: Why stocks beat bonds for income investors

While bond yields are more attractive than they were a year or two ago, they're still not high enough to compensate for the risks of persistent inflation. Equities offer the best prospects for income oriented investors.

Why equal weighting resolves Australian index skews

The S&P/ASX 200 index is one of the most concentrated sharemarket indices in the world. Equal weighted indices can offer an alternative and have historically outperformed their market capitalisation counterparts.

Telstra: the dominant player in an improving industry

After years in the doldrums, Australia’s telecommunications industry is improving as pricing becomes more rational. Telstra is the dominant player and should be a key beneficiary of the industry's rising fortunes.

Where Australia's largest ethical investor is finding opportunities

With domestic equities markets affected by macroeconomic volatility in 2022, Australian Ethical discusses the headwinds faced by investors and some of the opportunities this environment creates for 2023.

Doubling down on dividends

Capital growth may disappoint over the next decade, making dividends critical to investor returns. The best stocks will be those that pay consistent, high dividends and are inexpensive.

Where are the opportunities in small caps?

The decline in the small cap market this year has created opportunities in sectors such as tech, consumer discretionary and building materials. Stocks benefitting from the renewable energy push are also attractive.

Three key themes that will drive markets this year

Amid the blur of company results, it's vital to step back and check the major factors affecting results: inflation, consumer spending and cashflow. What are the companies emphasising in their one-on-one meetings?

Confession season is upon us: What’s next for equity markets

Companies tend to pre-position weak results ahead of 30 June, leading to earnings downgrades. The next two months will be critical for investors as a shift from ‘great expectations’ to ‘clear explanations’ gets underway.

Four big ideas in the small cap space

Most small cap managers outperformed their benchmark in 2021, with more choice and diversity of companies than the big end of town. Small caps are often overlooked and operate in niches with less competition.

What were the big stockmarket listings in record 2021?

In 2021, sharemarket gains supported record levels of capital raisings and IPOs in Australia. The range of deals listed here shows the maturity of the local market in providing equity capital.

Most viewed in recent weeks

16 ASX stocks to buy and hold forever

In his recent shareholder letter, Warren Buffett mentions several stocks he expects Berkshire Hathaway will own indefinitely, including Occidental Petroleum. We look at ASX stocks that investors could buy and hold forever.

The best strategy to build income for life

Owning quality, dividend-producing industrial shares is key to building a decent income stream. Here is an update on the long-term performance of industrial stocks against indices, listed property, and term deposits.

Are more taxes on super on the cards?

The Government's broken promise on tax cuts has prompted speculation about other promises that it may consider breaking. It's widely believed that super is lightly taxed and a prime candidate for special attention.

Lessons from the battery metals bust

The crash in lithium and nickel prices has left companies scrambling to cut production, billionaires red-faced, and investors wondering how a ‘sure thing’ went so wrong. There are plenty of lessons for everyone.

Welcome to Firstlinks Edition 545 with weekend update

It’s troubling that practical skills like investing aren’t taught at schools as it leaves our children ill-equipped to build wealth, and more vulnerable to bad advice. Here are some suggestions to address the issue.

  • 1 February 2024

For the younger generation, we need to get real on tax

The distortions in our tax system have been ignored for too long, and we're now paying the price. It's time Australia got real and addressed the problems to prevent an even greater intergenerational tragedy.

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