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Equities

Six reasons why buying in 2022's global shares' dip may make sense

Buying the dips has usually made sense. In the 14 years since the financial crisis, it has generally paid to assume that central banks or the government would ride to...
Tom Stevenson
Fidelity International
Equities

Weekly S&P500 ChartStorm - 8 May 2022

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpick from around the web and post on Twitter. The purpose of this post is to add extra colour and...
Callum Thomas
Topdown Charts
Equities

Battle of the brands

For decades Nike has been a dominant force in sportswear. The global sportswear market is worth over US$350 billion in sales with the US market representing just...
Garry Laurence
Profeta Investments
Equities

Mortgages, margins, Macquarie: Wrapping big bank results week

The makeup of the Australian stock market is probably best summarised in a three-word phrase: houses and holes. Last month, the major miners handed down their...
MQG
Hans Lee
Livewire Markets
Equities

Catalyst closing in on juicy bit in hunt for new Bendigo

Plus, newly-listed Maronan born with a polymetallic spoon in its mouth, Alicanto’s stunning silver-lead-zinc hit is almost 1oz-gold equivalent and Calidus set to pour...
BHP
+2
Barry FitzGerald
Independent Journalist
Decarbonisation

Buy Hold Sell: 5 daringly disruptive stocks

In case you missed it, Livewire's Ally Selby was joined by Nanuk's Peter Wilmshurst and Pella's Steven Glass for their thoughts on three companies daring to disrupt...
Buy Hold Sell
Livewire Markets
Equities

Broker "Buy" ratings signal bear market

A garden variety share market in 2022? No chance. But the weirdest anomaly is in stockbrokers' recommendations. As of the end of April, total ratings among the seven...
GNC
+2
Rudi Filapek-Vandyck
FNArena
Equities

More than 66% of dividends in 2022 expected to come from just 7 stocks

While the 2021 dividend story was all about recovery for Australia’s income investors, the 2022 outlook is one of stability. That’s the reassuring message from Dr Don...
BHP
+6
James Marlay
Livewire Markets
Equities

Chart of the Week - Global Equities ex-Growth

Global Earnings Revisions — Market Going “ex-Growth“? This chart shows the breadth of earnings revisions momentum (ratio of upgrades to downgrades and rate of...
Callum Thomas
Topdown Charts
Equities

10 years gone, 20 years to go

The last 10 years have been a relatively rosy environment for equity markets around the globe. Post GFC in 2008, a brief hiccup with the US Debt Ceiling issues, and...
Mugunthan Siva
India Avenue
Expert Insights

3 key concerns for the remainder of 2022 (and the stocks that could outperform because of them)

There's been enough volatility in the first few months of 2022 for investors to chuck a hissy fit. And while Firetrail's Anthony Doyle believes that its best investors...
Ally Selby
Livewire Markets
Buy Hold Sell

Buy Hold Sell: China v US

It's the geopolitical theme of the century - the fistfight between the world's greatest superpowers, China and the US. I think we can all agree that the US won the...
Buy Hold Sell
Livewire Markets
Equities

How Australian REITs will be OK with ESG and WFH

Whenever stranded assets are mentioned we are likely to conjure the image of a...
DXS
GPT
MGR
Vincent Li
Tyndall AM
Decarbonisation

Here’s how 5 ETFs are investing in the world's biggest thematic right now

In life, just as in investing, very little is certain. Unfortunately, crystal balls, fortune tellers and even economists more often than not get it wrong (please don't...
+4
Ally Selby
Livewire Markets
Equities

Phil King, Rhett Kessler & Alexandra Clarke on the behaviours of successful investors

In this special live episode of Inside The Rope, David is joined by Alexandra Clarke (Portfolio Manager at Ellerston Capital), Rhett Kessler (Fund Manager and...
David Clark
Koda Capital
Equities
Sponsored

Can dividends deliver outperformance?

Recent Morningstar research has found that a portfolio of higher dividend-paying shares meaningfully outperforms over the long term. In fact, over a 45-year period,...
Alastair MacLeod
Elston Asset Management
Decarbonisation

EV riders: The auto stocks winning the race to net-zero

Transportation is one of the single largest sector contributors to Greenhouse Gas (GHG) emissions in the world. Unlike other sectors, however, the transport sector...
Mary Manning
Alphinity Investment Management
Decarbonisation

Buy Hold Sell: 5 emerging leaders for your watchlist

If there is one word that can be used to describe this anonymous producer of your favourite finance show on the web, it's generous (or perhaps, extremely needy and...
+2
Buy Hold Sell
Livewire Markets
Expert Insights

4 market leaders for the energy transition

Over the past three years, investment in the global energy transition has rapidly accelerated. In fact, according to research from BloombergNEF, investments...
Ally Selby
Livewire Markets
Equities

Weekly S&P500 ChartStorm - 1 May 2022

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color...
Callum Thomas
Topdown Charts
Equities

Why US equities could fall at least another 20-35% (and the NASDAQ could be much worse)...

US equities have fallen 14%-23% (S&P500 and NASDAQ) since we publicly revealed our bearish outlook on the market and many other correlated asset-classes, including...
Christopher Joye
Coolabah Capital
Equities

Where 3 of Australia's best investors are finding opportunities in 2022

It's not often you get an inside look at the minds of three of Australia's most notable investors, nor learn about where they are finding opportunities amid the...
Ally Selby
Livewire Markets
Decarbonisation

10 stocks to save the world

The need to decarbonise the planet is a major thematic of our time, and Climate represents a significant long term investment opportunity. At Munro Partners, our...
James Tsinidis
Munro Partners
Equities

What Microsoft’s Blizzard acquisition means for video game investors

Yesterday, Microsoft’s acquisition of video game maker Activision Blizzard was approved by shareholders, with 98% of shares voting in favour, but what does this mean...
kanish chugh
kanish chugh
Global X ETFs
Decarbonisation

Regulated electric utilities unlock the path to net-zero

“We are on the verge of the abyss, and we cannot afford a step in the wrong direction”, warned United Nations Secretary-General, Antonio Guterres, addressing the...
David Costello
Magellan Investment Partners
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