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editor’s picks

Equities

Morningstar's top undervalued Australian stocks by sector

Private Assets

Series: Is private debt ready for recession? Part 2 - Reaching for resilience as we take a closer look at leveraged loans.

Education

How we’ve prepared for the next bust

Equities

Three resilient stocks with pricing power

most popular

Interest rate shock just around the corner

The Reserve Bank of Australia has a massive trick up its sleeve. The potency of this gambit is still very much underappreciated. In its latest financial stability review, the RBA published a chart on the share of fixed-rate mortgages in Australia, New Zealand, Canada, the UK and the US....

Christopher Joye, Coolabah Capital

Aussie house prices fall another >1% in November

In the first 28 days of November, Aussie home values have lost another 1% plus based on CoreLogic's 5 capital city index, bringing the cumulative draw-down to 7.7% since the market's May 2022 peak. Note there are a few days left in the month, so the final reported loss...

Christopher Joye, Coolabah Capital

How to beat the inflation blues (and 2 stocks to do so)

If you've been noticing a little less cash in your wallet recently, it's very likely that inflation is to blame. For the 12 months until the end of September, the prices of fruit and vegetables rose more than 16%, while dairy products increased by around 12%. Fuel prices, which thankfully...

Buy Hold Sell, Livewire Markets

Five medium-term inflation pressures - and what they mean for investors

Inflation has been the top thorn in markets' sides. But as surges turn the corner, I ask what challenges still lie ahead and how your portfolio should be positioned accordingly.

Shane Oliver, AMP

Expert Insights

Latest

Equities

Why Macquarie Group is a high conviction position in The Montgomery Fund

Both Australian Eagle and Montgomery have had a position in Macquarie Group (ASX:MQG) for some time. The positive view on the company would seem obvious given the...
Sean Sequeira, Australian Eagle Asset Management
Property

More than bricks and mortar: commercial real estate in a post-COVID world

In our latest interview for the Praemium Investment Leaders Series podcast, Praemium’s Damian Cilmi, Head of Investment Managers and Governance, interviewed Miriam...
Damian Cilmi, Praemium
Equities

The mining company riding the tailwinds of renewables and supply chain shifts

It’s perhaps natural to be concerned by the growing risk of conflict as Russia continues to pursue its attacks on Ukraine and as China sets its eyes on Taiwan. The...
Tim Montague-Jones, ASR Wealth Advisers
Equities

Is the market asleep to this microcap med-tech company?

During a once-in-a-century global pandemic perhaps counterintuitively one of the most affected sectors was the medical device manufacturers. Weighed down by...
Luke Winchester, Merewether Capital
Equities

Santa Pause could be coming to the rescue

Wishful thinking is not normally rewarded by the share market, mainly because it suggests a short-term investment horizon, and remember, great long-term returns from...
Stephen Bennie, Castle Point Funds
Fixed Income

Opportunity knocks in domestic credit markets

Throughout 2022, we have observed increases across all the major components of fixed income return (bond yields, swap spreads and credit premia) and this has made for...
Michael Korber, Perpetual Asset Management (Australia)
Equities

Is this as good as it gets for the ‘flying kangaroo’?

Warren Buffett is no fan of airlines as an investment. He once wrote that “if a far-sighted capitalist had been present at Kitty Hawk, he would have done his...
Roger Montgomery, Montgomery Investment Management
Equities

Takeover frenzy on the ASX

A takeover frenzy is currently underway on the ASX. In the Forager Australian Shares Fund, there have been four takeover offers in this financial year alone -...
Steve Johnson, Forager
Equities

ASX healthcare stocks: Broker views and a fundie's top pick

Are healthcare stocks "expensive defensives"? And what do brokers, and Wilson Asset Management's Anna Milne, think of the biggest ASX companies in the sector? We find...
Glenn Freeman, Livewire Markets
Daily Report

Three ASX retailers copping five broker downgrades

Plus, Goldman Sachs releases its top US equities sectors for 2023 - and they sure don't sound like soft landing sectors.
Charts and Caffeine, Livewire Markets
Equities

Morningstar's top undervalued Australian stocks by sector

Looking for value in the best and worst performing ASX sectors this year? Morningstar revealed its most undervalued stocks.
Sara Allen, Livewire Markets
Private Assets

Series: Is private debt ready for recession? Part 2 - Reaching for resilience as we take a closer look at leveraged loans.

Falling markets are largely seen as a challenge for traditional asset class investors, though the interest in private market investments, such as leveraged buyout...
Lucie Bielczykova, Revolution Asset Management
Asset Allocation

The new world order is here - and bonds are back in fashion

Credit Suisse Australia presents its 2023 investment outlook, with a special focus on what might happen here in Australia.
Andrew McAuley, Credit Suisse
Macro

Five medium-term inflation pressures - and what they mean for investors

Inflation has been the top thorn in markets' sides. But as surges turn the corner, I ask what challenges still lie ahead and how your portfolio should be positioned...
Shane Oliver, AMP
Macro

Aussie house prices fall another >1% in November

In the first 28 days of November, Aussie home values have lost another 1% plus based on CoreLogic's 5 capital city index, bringing the cumulative draw-down to 7.7%...
Christopher Joye, Coolabah Capital
Daily Report

The Match Out: resources weigh on index, BOQ lose their CEO, Healius (HLS) sinks as COVID testing falls

Local shares were soft to start the week as unrest in China hit sentiment for growth assets. Commodity-linked sectors were the hardest hit given the concerns around...
James Gerrish, Market Matters
Fixed Income

Is this the most attractive opportunity in markets for 15 years?

The Federal Reserve’s (Fed) mission to maintain credibility with its price-stability objective is helping to create the potential for the most attractive opportunity...
Western Asset, Western Asset Management
Macro

Where investors went in 2022

The traditional wisdom is that retail investors are a skittish lot. One whiff of a market downturn and they’re outta there. Of course, we’ve seen in more recent...
Sara Allen, Livewire Markets
Equities

Reasons for cautious optimism

High energy costs coupled with better conditions for commodities will help cushion any negative impact on the Australian economy. Immigration and population growth are...
Paul Taylor, Fidelity International
Equities

Three resilient stocks with pricing power

Perpetual Asset Management Australia’s team of analysts have spent much of 2022 running the rule over those ASX-listed companies that are likely to outperform in a...
Perpetual Asset Management Australia, Perpetual Asset Management (Australia)