Changes are happening - please bear with us while we update our site.

Changes are happening - please bear with us while we update our site. Click here to give us your advice and feedback.

Industrial stocks

3 factors driving stock returns

Ultimately, these events shifted the outlooks for overall demand and supply, in turn having impacts on the three drivers of equity market returns: the profit outlook, interest rate outlook and risk premiums.

READ NOW

Is this the next REA Group (ASX:REA)?

There really isn’t a “secret sauce” behind these stories – it is purely a matter of scouring the market for companies displaying solid fundamentals (which we define as our “Golden Rules”), and then allowing these businesses to compound both earnings and cash flows over many, many years.

READ NOW

3 factors driving stock returns

Ultimately, these events shifted the outlooks for overall demand and supply, in turn having impacts on the three drivers of equity market returns: the profit outlook, interest rate outlook and risk premiums.

Listen now

Is this the next REA Group (ASX:REA)?

There really isn’t a “secret sauce” behind these stories – it is purely a matter of scouring the market for companies displaying solid fundamentals (which we define as our “Golden Rules”), and then allowing these businesses to compound both earnings and cash flows over many, many years.

Listen now
Search by ticker code:
Generic filters

Like our podcast? Get Owen's weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start? We can help. Join 40,000+ Australian investors on our mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.

Skip to content