editor’s picks

Fixed Income

What do cheese and Hybrid investments have in common?

BondAdviser

Asset Allocation

Why the sell-off in equities is not far away

Oreana Financial Services

Macro

The RBA strongly signals a pause in April

Coolabah Capital

Commodities

The oil and gas junior that stands to fill Australia’s looming gas demand gap

Livewire Markets

most popular

An investment that will pay dividends for decades, if not centuries

Australia is well placed to become an early mover on climate risk mitigation, argues Impax Asset Management's Ian Simm.

Livewire Markets

UBS buys Credit Suisse in CHF3 billion deal, bonds fully protected as AT1s are zeroed (Updated)

UBS acquires CS, imposing 89% losses on shareholders from 12mths ago, CS bonds/deposits are unaffected while hybrids are written-off

Coolabah Capital

Why Silicon Valley Bank Died (UPDATED 2)...

Higher interest rates are precipitating a default cycle, claiming the tech/crypto-centric Silvergate and Silicon Valley banks in recent days

Coolabah Capital

What do cheese and Hybrid investments have in common?

Some cheeses have holes in them, some do not. There are also many varieties of hybrids, some of these also have holes in them.

BondAdviser

Listed Series

Latest

Asset Allocation

Quant investing: In and out of sample testing, what is it and why do it?

What is in and out of sample testing? In-sample testing and out-of-sample testing are two methods used to evaluate the performance of a trading strategy. In-sample...
Hue Frame
Frame Funds Management
Daily Report

The Match Out: ASX rallies ahead of US Rates decision, Energy the standout

The daily Match Out for Wednesday 22 March with Market Matters' James Gerrish.
James Gerrish
Market Matters
Listed Series

Survey results: How listed products can perfect your portfolio

Livewire's new "listed series" is kicking off, investigating the role listed products play in the portfolios of our readers
William Heine
Livewire Markets
Macro

Where in the world of stocks and bonds T. Rowe Price is investing now

"Clearing fog" in global equities and a return of balance to credit assets boosts investment potential, say these two portfolio managers
Glenn Freeman
Livewire Markets
Funds

QVG Capital explores ‘micro-cap hell’ on the ASX

It has been a rough time for micro-caps with one seasoned investor describing it as the "killing field". But where there's blood ...
Chris Prunty
QVG Capital
Funds

Webinar: The case for global small caps

Join Pengana Global Small Companies Funds' Portfolio Manager Jon Moog, in this short video as he covers subjects such as: What is going on in the small-cap universe ...
Pengana Capital Group
Pengana Capital Group
Investment Theme

Net zero isn't "woke capitalism". It is capitalism

And also the best investment opportunity of our generation
David Thornton
Livewire Markets
Property

COVID-versary - The pros and cons of the pandemic’s impact on property

Does it feel like a long-time ago, or the blink of an eye, since the COVID pandemic took hold in Australia?
Jason Huljich
Centuria Capital Limited
Daily Report

Wall Street extends gains as bank jitters ease, Fed meeting in focus, ASX to rise

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Equities

12 stocks Loftus Peak is backing in the AI "arms race"

From pick-and-shovel plays to major beneficiaries, here the Loftus Peak team name the stocks leading the pack on Artificial Intelligence.
Ally Selby
Livewire Markets
Education
Sponsored

How to build a portfolio of quality stocks

Magellan Core Series Funds offer investors a broad-based exposure to an actively researched, high quality universe of companies; the Magellan DNA. The portfolio...
Magellan Financial Group
Magellan
Education

Podcast: What happens when a bank fails

In this podcast, I speak to Bennelong Fund Management's Stuart Fechner about the collapse of the Silicon Valley Bank and its impact on Australia, the flavour of the...
Kristiaan Rehder
Kardinia Capital
Fixed Income

What do cheese and Hybrid investments have in common?

Some cheeses have holes in them, some do not. There are also many varieties of hybrids, some of these also have holes in them.
Charlie Callan
BondAdviser
Daily Report

The Match Out: ASX sees some respite with Financials & Materials higher, New Hope (NHC) announces big dividend

The daily Match Out for Tuesday 21 March with Market Matters' James Gerrish.
James Gerrish
Market Matters
Asset Allocation

Quant investing: What is overfitting?

An overfitted trading strategy is a model that has been trained on a specific dataset and has learned the noise in that dataset, rather than the underlying trend. This...
Hue Frame
Frame Funds Management
Listed Series

This pattern creates big payoffs in small stocks 80% of the time

Simon Shields from Monash Investors says the market repeatedly fails to price the earnings potential of ASX-listed small caps.
James Marlay
Livewire Markets
Asset Allocation

Why the sell-off in equities is not far away

A prospective credit crunch now makes a US recession more likely than not - and that leaves short-dated government bonds attractive.
Isaac Poole
Oreana Financial Services
Equities

Port infrastructure offers an attractive yield and a hedge against inflation

When you find a company with an attractive business model, it is always worth a deeper dive.
Tim Montague-Jones
ASR Wealth Advisers
Equities

Welcome to the Multi-Stage Life

Longevity is dismantling this notion of a three-stage life and challenging the assumptions that determine how we structure our lives.
Bruno Paulson
Morgan Stanley IM
Property

Have Australian home prices bottomed? Probably not

AMP's Shane Oliver looks at the positives and negatives for the residential property market outlook.
Shane Oliver
AMP