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EQUITY ANALYST News & Analysis

A practical guide to finding investment opportunities
Personal Finance
A practical guide to finding investment opportunities
Discounted cash flow model? Technical analysis? ASX Bets? Knowing what to look for when evaluating an investment can feel overwhelming. 
Mark Lamonica | 27 June 2024
ASX stocks that have stood the test of time
Markets
ASX stocks that have stood the test of time
People love new things, and investors are no different. But there's something to be said for older businesses that have a proven formula for success.
James Gruber | 13 June 2024
It is time to accept the reality of higher interest rates
Personal Finance
It is time to accept the reality of higher interest rates
Interest rates are well above COVID lows but the impact still hasn’t fully hit investor portfolios.
Mark Lamonica | 23 March 2023
Why the outlook for markets hinges on China
Markets
Why the outlook for markets hinges on China
While the US Federal Reserve pivot on interest rates is important, an issue that’s arguably just as significant for markets going forwards is when...
James Gruber | 02 December 2022
FTX's lessons for Australian investors
Markets
FTX's lessons for Australian investors
FTX lessons; 5 market defining trends; Jeremy Cooper on super; Managing retiree risk; Super eligibility rules; Private debt boom; A-REIT comeback?
James Gruber | 23 November 2022
A pinnacle stock opportunity on sale
Stocks
A pinnacle stock opportunity on sale
Amid the market noise surrounding listed wealth managers, Morningstar has uncovered an undervalued jewel in the sector. 
Christine St Anne | 23 November 2022
Boutique funds bereft of multi-asset allocators
Markets
Boutique funds bereft of multi-asset allocators
SMSF cash options; Asset allocation experts; Housing values; Two franking policies; Picking the bottom; Ruthven lessons; Gold as money; EM debt.
Graham Hand | 27 October 2022
Does new information really mean we need a new analyst report?
Markets
Does new information really mean we need a new analyst report?
In the current climate, many pontifications are out-of-date as analysts hit the send button.
Graham Hand | 23 September 2022
From elation to exasperation; investing in volatile markets: Firstlinks Newsletter
Markets
From elation to exasperation; investing in volatile markets: Firstlinks Newsletter
Whither or wither financial advice; Housing too doomy off 20%; Don't be a bad investor; Not yet SMSF; Fixing gender gaps; Think like private equity.
Graham Hand | 19 August 2022
The economics of investing: Firstlinks Newsletter
Markets
The economics of investing: Firstlinks Newsletter
Paradox amid uncertainty; 10 common mistakes; Reporting season clues; Inside 20 years of SYD; Energy challenges ethical investing; RMBS explained.
Graham Hand | 11 August 2022