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Just when you thought the Buy Now, Pay Later frenzy was over, yet another BNPL player is gearing up to list on the ASX and join this phenomenon. Coming to the party at this later stage hasn’t discouraged the company, Limepay, which is confident it has what it takes to capture market share in this…

Often used to describe a particular type of investment style, e.g. the High-Conviction Equities Fund, conviction is all the rage in equity markets today. This type of strategy usually has between 20-30 stocks (or any other asset, for that matter) which are considered high-quality blue-chip investments that have a strong competitive position and high market…

ASX stronger, Greensill risk expands, Vocus (ASX:VOC) deal confirmed  The ASX200 finished 0.5% higher in a mixed day for the market, with the IT and materials sectors remaining the primary drags on performance. The industrials sector which includes a number of infrastructure and more cyclical companies was the highlight, adding 1.1% with the likes of Transurban Group (ASX:TCL) and Sydney…

ASX finishes higher on volatile day, US stimulus passed, Treasury Wine (ASX:TWE) now a takeover target The ASX200 (ASX:XJO) rallied strongly on the Labour Day public holiday for Victorians, opening 1.7% higher but giving up gains during the session to finish a more modest 0.4% higher. Much of the positive moves were driven by the materials sector,…

ASX down but positive week, energy shines, asset management dispersion  The ASX200 (ASX:XJO) fell 0.7% on Friday but managed to deliver a positive return for the week, finishing 0.6% higher. The commodities sector was hardest hit on Friday, falling 2.0%, with the IT sector continuing to fall as valuations are reset in response to higher bond rates….

Last week kicked off a chain of events in the US that has had wide-ranging global implications. The number of COVID-19 deaths inside US nursing homes has finally reached a turning point. Since the arrival and distribution of vaccines in nursing homes, the number of deaths has dropped dramatically. According to a new report from…

We believe the important investment factor for 2021 will be managing the inflation scare, followed by its likely disappointment. Nucleus Wealth spent the month of January shifting into stocks and bonds that will protect investors more if inflation expectations rise. January trades included selling consumer staples and growth stocks and buying value stocks like travel,…

ASX down as dividends rule the day, retail sales recover but Myer (ASX:MYR) smashed The ASX200 (ASX:XJO) fell another 0.8% on Thursday, dragged down by a flurry of major companies paying out dividends. The likes of BHP Group (ASX:BHP), CSL (ASX:CSL), and Rio Tinto (ASX:RIO) fell 3.1%, 4.2%, and 6.2% respectively as they paid out billions of dollars in dividends to income starved…

GDP smashes expectations, ASX rises, economic activity expands  The ASX200 (ASX:XJO) continued its winning ways gaining 0.8% on Wednesday following the release of Australian economic growth results this morning. GDP growth for the December quarter smashed all expectations hitting 3.1% and making Australia one of the fastest growing developed nations in the world. Economists and other experts…

The February earnings season produced some of the best results in nearly a decade. The tough operating environment brought on by the pandemic is largely over and we are now at the beginning of an earnings recovery. The number of coronavirus cases reported from US nursing homes has fallen by more than 80%. The turnaround…

RBA comments push market lower, energy, iron ore prices fall, A2 Milk jumps 8% The ASX200 (ASX:XJO) gave up a strong open, trading as much as 1% higher, to finish down 0.4% for the day. With reporting season having come to an end, investors are now watching economic and central bank data intensely for any signs of…

ASX to open higher, strong US lead, Commonwealth Bank (ASXLCBA) hit with ASIC investigation The ASX200 (ASX:XJO) finished 1.7% higher to start the week, rebounding quickly from Friday’s so-called ‘bloodbath’. Once again, market volatility was met with reassuring language from central banks and positive news around the vaccine rollout. The Reserve Bank of Australia confirmed that they would be…