Top performers

According to index and data provider FTSE Russell, the global thematic investment market tripled in size in the three years to June 2021, hitting a record of US$660 billion ($892 billion). “Investors are becoming less satisfied with broad-based investments,” said the release, with most “looking for investment vehicles that cater to a narrower, more focused…

Predictions in 2020 were for the Australian arm of US juggernaut, Amazon, to have dominated local retail sales in just a few years. In 2020 alone, analysts predict that Amazon’s gross merchandise value – or the total value of products sold – grew three times faster than that of JB Hi-Fi. But this all changed…

ASX tech shares have been taken to the cleaners in 2022. The local technology index is down 20% for the year, falling as much as 27% in March. Despite the dip, here are 3 ASX tech shares I’d be willing to pick up and hold for the next ten years. 1. Xero Limited (ASX: XRO) Xero…

The Russia/Ukraine crisis has been front and centre of investors’ minds as trade sanctions and supply chain disruptions start to impact company earnings. Russia is the largest supplier of gas, crude oil and coal into the EU, and is a major supplier of nickel (used in EV batteries) and aluminium (used in solar panel frames,…

Despite a pandemic that swept through the globe causing border closures, supply disruptions and a backlog in shipping lanes, the M&A market was largely unaffected. In-fact, according to a report published by law firm Corrs Chambers Westgarth, there was a 35% increase in the number of public market deals done in 2021 compared to 2020….

Here are 5 ASX dividend shares with 100% franking I’d look at buying today. 1. Commonwealth Bank of Australia (ASX: CBA) Bank shares have historically been popular investments for ASX dividend shares investors. A majority of earnings are paid out as dividends and their size afford them resilience when markets fall. But why choose CBA over the other…

JB Hi-Fi Limited (ASX: JBH) posted another positive trading update on Thursday revealing operating leverage and sales growth. The update was given to fully inform the market before the company closed applications for its previously announced $250 million buyback on April 8. JB Hi-Fi will return some of its $844 million war chest to shareholders by purchasing up…

After the minor shock of Omicron, the COVID-19 pandemic looks to be nearing its end for most locations. A new world order post covid is characterised by geo-political tensions, heightened inflation and rising interest rates. Asset manager, Datt Capital, is of the view that investing will remain challenging in an unstable post-covid environment. Emanuel Datt,…

And that’s a wrap. Another positive earnings season, with 47 per cent of the S&P/ASX 200 Index beating on revenue estimates and 44 per cent beating on EPS (earnings per share) estimates. Ausbil Investment Management has released its reporting season wrap and outlook for earnings going forward. Here are the highlights: HY22 was another positive…

Thematic ETFs have been the ‘in’ thing for several years now, but particularly in 2022. You can do just about anything with them. Looking for robotics exposure? Sure, buy the ROBO ETF. What about oil? No worries, the crude oil ETF, OOO. Get tactical on defence, invest in the latest tech or even profit when…

Reporting season is over. Companies are cashed up following what was a stronger-than-expected interim earnings season despite facing a myriad of uncertainty-ridden events such as the lockdowns, restrictions and border closures, supply chain constraints, rising inflation and the war in Ukraine. While 2021 was generally a positive year, the outlook for 2022 is mired in…

The ASX share market has not been kind to some high-quality ASX growth shares. I’d be very happy to buy some of them. Share prices going down does not mean a business is lower quality. It simply means that sellers are willing to offload shares at a discounted price. I’m happy to take shares off their…