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Despite continuing strong economic data for Australia, markets have forecast significant earnings downgrades, and results have been mixed so far. But a main highlight – CBA’s record $10 billion profit – may not be enough to improve investors’ outlook on the banking sector, analysts say.

With tighter monetary policy likely to keep returns on equities capped for the remainder of the year, advisers identify key themes that will provide growth and defence for a resilient portfolio.

Both the Australian and US markets have seen a modest rebound towards the end of the week, however, it’s a little too early to say whether the sell-off is over. This week brokers have issued a series of upgrades and Buy recommendations.

The name is synonymous with investing in Australia, yet Magellan Group remains non-existent in many direct share portfolios. Having been founded in 2006, the group under the leadership of Hamish Douglass has grown to manage over $100 billion in assets and deliver profits exceeding $200 million a year. I’ve always struggled to understand the investment…

It hasn’t been a great year for the healthcare sector, whether due to company-specific issues or the pressure of a strong Aussie dollar holding back what are predominantly overseas profits. Overall, the healthcare index is up 9.7 per cent for the year, but that’s a far cry from the rest of the market. The S&P/ASX…

Fear is a great selling tool; it may in fact be the best. This is a commonly accepted fact when it comes to media, particularly in relation to financial matters. Headlines that highlight the “$50 billion dollars lost” when the share market falls tend to forget to mention that the market is valued at more…

The growth vs. value debate has been well trodden. Growth has clearly won the day and the decade, almost solely due to the majority of technology companies falling into the growth camp. Powered by an incredible digitalisation and disruptive innovation trend, if you bought anything growing earnings it will likely have paid off. Value investing…

ASX hits 14-month high, ANZ dividend surprise, Nearmap upgrades revenue guidance  The ASX200 (ASX:XJO) reached a 14-month high, adding 0.4% and once again nearing a record. The primary driver was the healthcare sector, up 1.1%, with key constituent CSL (ASX:CSL) up 2.4% offering the majority of the support. Private hospital, imaging, and COVID-19 testing firm Healius (ASX:HLS) finished flat despite reporting…

ASX delivers strong gains, gold shining again, travel hit by vaccine issues The ASX200 (ASX:XJO) finished the week flat but managed to deliver a strong 2.4% from just four days of trading. The initial driver was the Reserve Bank reiterating their accommodative policy settings, sending the technology sector including Afterpay (ASX:APT) up 15.1% over the week after a difficult few months….

2020 was a watershed year for biotech companies around the world. The combination of urgent need, commitment and massive government support saw the huge benefits of research and development on show, when not one but multiple companies produced vaccines for the Coronavirus. Extensive coverage of the sector generated huge enthusiasm for it, with many stocks…