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Equities

The New Criterion: the buy now pay later sector faces its sternest test

Perceived to be based on free-wheeling shopping by predominantly younger consumers, the buy now pay later (BNPL) sector is facing a bad debt Armageddon that many...
APT
+3
Tim Boreham
Tim Boreham
Independent Investment Research
Expert Insights

Why drones are set to take off

Lower battery costs and autonomous technology should power aerial drones into a $455 billion market within 10 years, according to Tasha Keeney of ARK Invest. While...
Livewire Exclusive
Livewire Markets
Equities

Why this fundie thinks Qantas is a buy

Future Generation (FGG and FGX) recently hosted a conference call with Geoff Wilson AO, Founder and Chairman, Blake Henricks from Firetrail Investments, and Chris...
+1
Patrick Poke
Livewire Markets
Equities

Uncertainty, fear, toilet paper and investing

Most of us have seen photos of empty toilet paper shelves in the super markets. What was your emotional response? Did you think about buying toilet paper too? Despite...
Bruce Apted
State Street Investment Management
Expert Insights

Have financials banked in the bad news?

It feels like investors are throwing in the towel on Australian bank shares. With the S&P/ASX 200 Financials Index deep in a bear market after years of...
+1
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Livewire Markets
Expert Insights

The stock I’m most excited about

After the rise of mechanisation, comes the rise of industrial automation, the use of computers, robots and AI to increase productivity in manufacturing. Citing the...
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Livewire Markets
Equities

Bumper margins, sell-off leave gold producers poised to pounce on smaller brethren

Plus, Alkane and Chalice tantalise investors with exploration trading halts, DGO ups its stake in De Grey as the Hemi gold find continues to grow, Bardoc PFS boasts...
+7
Barry FitzGerald
Independent Journalist
Expert Insights

The biggest money-making opportunities globally

What if you could buy a company with world leading driverless car technology, a partnership with Uber to provide ride sharing services, and a 65% market share in...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks for stormy markets

A tornado has ripped through markets in the last three months, knocking the S&P/ASX 200 Index down 30% in just 30 days. With countries shutting borders, economic...
EBO
+2
Buy Hold Sell
Livewire Markets
Equities

Capital Preservation - Afterpay in Focus

We have a saying at ECP, 'sleep well before eating well'. As a high conviction fund manager with a focus on capital preservation, we need to sleep at night knowing our...
APT
Damon Callaghan
ECP Asset Management
Equities

3 sectors to back once the dust settles

COVID-19 will have a very significant impact on economies, markets and people’s lives. Unfortunately, this is our starting point. While the virus will have a very...
Paul Taylor
Fidelity International
Expert Insights

2 key considerations of a great stock

For Magellan's Vihari Ross, investing in a stock is akin to finding an incredible athlete and placing them into an elite sports team. A tremendous amount of research...
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Livewire Markets
Equities

Negative news abounds; but things will get better

"In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and...
Stephen Bennie
Castle Point Funds
Equities

So how is this going to play out?

Without trying to sound like an expert the issue at hand for most economies is not so much the sickness and deaths associated with the virus itself, it is the...
ABC
AMC
+10
Anthony Aboud
Perpetual Asset Management (Australia)
Equities

Gold surge draws wider interest

Gold often glitters at its brightest when other risk assets lose their sheen. So far, the metal has largely proven an effective hedge against recent market volatility...
Kate Howitt
Kate Howitt
Fidelity International
Equities

The Bear Market That Changes The World

Late on Monday, FNArena Editor Rudi Filapek-Vandyck sent out his Weekly Insights email to FNArena subscribers. In it, he describes the 2020 financial markets'...
QAN
+1
Rudi Filapek-Vandyck
FNArena
Equities

Australia is more than miners and banks

While some may think the Australian share market consists of oligopolies in the mining, banking, insurance and retail sectors, investors have an abundant menu to...
BHP
CHC
COH
+7
David Wilson
First Sentier Investors
Equities

The New Criterion: who (eventually) benefits from the new oil shock

The ongoing dramatic oil price plunge has been widely viewed as a precursor to recession and financial sector problems related to credit exposures to the now-stressed...
AMC
+12
Tim Boreham
Tim Boreham
Independent Investment Research
Expert Insights

Disruptive stocks from the east and west

In his previous video, Hari Balkrishna of T. Rowe Price discussed the importance of assessing whether companies they’re investing in are disruptors or prone to being...
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Livewire Markets
Equities

Deep Value & Positive Catalysts

After extensive research (detailed below) we believe Invex Therapeutics (IXC AU) will pass its upcoming phase 2 trial in Idiopathic Intracranial Hypertension (IIH)...
Scott Williams
Fiftyone Capital
Equities

John Hempton - Central Banks aren't the answer to Coronavirus

In John Hempton’s eyes, what is occurring in financial markets is not an economic problem that can be solved through central bank stimulus. It’s a virus problem, and...
David Clark
Koda Capital
Equities

Getting perspective on markets

They say that truth is the first casualty, but I would suggest that ‘perspective’ is actually the first to go. Case in point: 2 people in a supermarket having a...
Romano Sala Tenna
Katana Asset Management
Buy Hold Sell

Is this really the next GFC?

15 trading sessions: That’s all it took for the ASX200 to collapse by a stunning 32% as of midday today, erasing four whole years of gains. This is a conundrum...
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Livewire Markets
Equities

Defending against uncertain markets

Explorer Sir Ranulph Fiennes is known to have said, “There is no bad weather, only inappropriate clothing.” This seems particularly apt at the moment as global...
Laura Bottega
Laura Bottega
Morgan Stanley IM
Equities

How big would the bounce be?

Whilst everyone is focused on the fall lets focus on the bounce. In the GFC the market fell 54% and took 12 years to recover its high. The bank sector fell 56%, and...
APT
AVH
+13
Marcus Padley
Marcus Today
7251-7275 of 8799
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