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Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Equities

Why TDM is playing defence in the current market

The idea that higher valuations necessitate more heroic assumptions, or lower future return expectations, to justify holding a position is an investing truism. But...
Tom Cowan
TDM Growth Partners
Equities

Award-winning fundie Natalie Tam's outlook for small-caps

Livewire Markets joins International Women's Day in celebrating the social, economic, cultural and political achievements of women. As part of our coverage, we're...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Volatility ahead, why these fundies aren't selling yet

Well, that's a wrap on reporting season, and what a boomer of a season it was. Data provided by FNArena shows that February 2021 had the lowest percentage of companies...
COH
EML
+2
Buy Hold Sell
Livewire Markets
Equities

One theme exciting Mary Manning for 2021

Livewire Markets joins International Women's Day in celebrating the social, economic, cultural and political achievements of women. As part of our coverage, we're...
Livewire Exclusive
Livewire Markets
Equities

In the land of the blind, the one-eyed man is king

Local market recovered from the early bashing to finish negative again as continued bond selloff takes effect. Bond yields are running again and reality check is...
Mathan Somasundaram
Deep Data Analytics
Equities

Why tech will continue to fall while boring banks and miners are charging

Is it just me or are people forgetting the playbook? The conversations that I hear in lifts, on the street, in coffee shops...is scary. People are forgetting the...
APT
+2
Jessica Amir
Jessica Amir
Saxo Bank
Equities

6 IML large-cap favourites that delivered strong reporting season results

In a reporting season where most company reporting was disrupted significantly by COVID-19 and changing consumer patterns – some positively and some negatively – it...
AMC
COL
+3
Daniel Moore
IML
Equities

FNArena reporting season monitor: February 2021 - Final week (347 stocks covered)

Welcome to the final instalment of the FNArena reporting season monitor. The Monitor reports ratings, consensus price target changes, and brief summaries of the...
360
3PL
+331
Rudi Filapek-Vandyck
FNArena
Equities

Morgan Stanley's proprietary framework for assessing ESG

ESG investing tends to work in the grey in the eyes of investors. It can be deceptive and invites all sorts of questions: Is it simply being used as a buzzword for...
Angus Kennedy
Livewire Markets
Equities

Chatter aplenty over potential FMG copper-gold monster find

Has Andrew Forrest’s iron ore money-printing machine Fortescue cracked the code? Has it made a big discovery at the Vulcan iron oxide-copper-gold prospect in the...
BHP
+7
Barry FitzGerald
Independent Journalist
Equities

Where Credit Suisse is finding cashed-up, sustainable growth stocks

They’re not sexy but they’re dependable: Aussie banks and mining companies are overweight positions for Credit Suisse stock-pickers, as they walk the line between...
QAN
Glenn Freeman
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 outstanding results and 2 shockers

In the words of Curb Your Enthusiasm and Seinfeld creator Larry David, there is no denying that February's reporting season was Pretty, pretty ... pretty good. Nearly...
APT
IEL
+3
Buy Hold Sell
Livewire Markets
Equities

Return of the bond empire - Yield 2.0

The local market recovered from the early bashing to finish down after the second wave of bond selloff hit US growth stocks. There were not too many places to hide...
Mathan Somasundaram
Deep Data Analytics
Equities

Income hunters: where to find the best dividends right now

Cash rates are effectively at zero, term deposits aren't providing the income return that investors need but fortunately the Australian equity market is still at an...
AGL
ALD
+10
Mia Kwok
Mia Kwok
Livewire Markets
Equities

Time for a valuation reality check-up

This reporting season was one of the most positive we’ve seen in years, with Australian companies across many sectors delivering strong growth, despite the challenges...
James Abela
Fidelity International
Expert Insights

Maximising returns in global markets

Value is back in vogue … at least that’s what the headlines are saying. But investors may be surprised to know that, up until Value’s resurgence since 15 Feb 21, the...
Livewire Exclusive
Livewire Markets
Equities
Sponsored

5 ways to ride Asia’s ascent

Asia is home to 4.7 billion people - around 60% of the world’s total population. The region accounts for 40% of global GDP and this is growing at 6% per annum – twice...
Antipodes Partners
Antipodes
Equities

No rate rises for three years…tell 'em they're dreaming!

The local market defied the US's lead to have a strong positive day on the back of miners and banks. It was a global macro trade on the currency in a weaker than usual...
BHP
Mathan Somasundaram
Deep Data Analytics
Equities

Why 2021 is such a challenging year for investors

2021 has started in a more volatile fashion than 2020 did. It wasn’t actually until mid-March that 2020 saw volatility, although clearly, it was extremely volatile...
Stephen Bennie
Castle Point Funds
Equities

The tale of two beasts - China and emerging markets

MSCI China was the third best performing country index out of 28 MSCI classified emerging markets indexes over one year to 31 January 2021 (figure 1). Despite...
Russel Chesler
VanEck
Equities

An under-appreciated darling with significant upside

On 13 February 2021, Vivendi announced that it was considering distributing its 60% stake in Universal Music to Vivendi shareholders in the form of a special dividend...
Curtis Cifuentes
Curtis Cifuentes
Avenir Capital
Equities

Why values-based investing is about to get easier

A new regulation set to shake-up the fastest-growing portion of the global funds universe will come into effect in the next few months. In addition to helping stamp...
Iain Fulton
Yarra Capital Management
Equities

The Danger Zone

The prevailing narrative in markets recently has been that rising interest rates would not be an issue for investors, given growth is accelerating and a pick-up in...
Chad Padowitz
Talaria Asset Management
Equities

Coppertunities: how to play the red metal as a serious shortage looms in the Biden era

While investor interest in ‘battery metals’ has focused on lithium and graphite, copper has been the quiet achiever in terms of its role in the renewable energy...
BHP
+2
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Key Themes from the February Reporting Season

The February 2021 company reporting season that concluded on Friday and was one of the more interesting over the past decade, coming as it does after the doom and...
COL
JBH
+1
Hugh Dive
Atlas Funds Management
6051-6075 of 8792
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