Investment Theme

February 07, 2019 13:45

Only two things matter for housing this year

In early 2018 I wrote on Livewire that the year ahead would be a mixed bag for housing, as tightness in markets like Hobart contrasted the negative outlook for Sydney,...

Pete Wargent

AllenWargent Property Buyers

February 07, 2019 13:45

Investment Theme

February 06, 2019 17:27

Reporting season ramps up, RBA turns cautionary

The market crept higher again today, continuing with the momentum gathered yesterday, albeit at a slower pace. The banks dragged however that was offset by some decent...

James Gerrish

Market Partners

February 06, 2019 17:27

Investment Theme

February 05, 2019 17:57

Banks push ASX 200 back up through 6000

Bang…some massive pent up buying / or short covering, probably both playing out in the banking space today as the market clearly voted with its feet, jumping boots and...

+4

+2

James Gerrish

Market Partners

February 05, 2019 17:57

Investment Theme

February 05, 2019 09:59

What stocks (other than banks) could be impacted by the Royal Commission Report

While the focus is squarely on the banks, there are other areas that may be impacted, some more aggressively so. This obviously includes mortgage brokers such as...

James Gerrish

Market Partners

February 05, 2019 09:59

Buy Hold Sell

February 05, 2019 06:53

Two different approaches to navigating 2019

If you found that last few months of 2018 a bit testing on your nerves, I can assure you that you’re not alone. It seems to have taken equity investors a few extra...

Buy Hold Sell

Livewire Markets

February 05, 2019 06:53

Investment Theme

January 31, 2019 13:16

Esports are a rising phenomenon

The contact team sport kabaddi that started in India, sepak takraw or kick volleyball that originates from Southeast Asia, dragon boat racing, taekwondo, five...

Magellan Investment Partners

January 31, 2019 13:16

Investment Theme

January 31, 2019 11:52

10 of the most 'liked' investment strategy wires of 2018

The whole Livewire team is laser-focused on constantly improving your user experience, with relevant, readable content at the heart of that experience. To ensure the...

Alex Cowie

January 31, 2019 11:52

Expert Insights

January 30, 2019 09:16

What does cheap solar mean for utilities?

Solar is now viable at $50 a megawatt hour, half the wholesale price. Many investors don’t realise just how cheap solar has become, because the fall in price has been...

Livewire Exclusive

Livewire Markets

January 30, 2019 09:16

Investment Theme

January 29, 2019 08:29

Australia is heading for a housing-driven economic slowdown

Australian bond yields declined rapidly over the December quarter, anticipating a major slowdown in the Australian and global economy. Real estate has a correlation to...

Tim Hannon

Conrad Capital Group

January 29, 2019 08:29

Investment Theme

January 25, 2019 07:00

The rise of Afterpay, Zip, and the Neobanks

Given the reputational damage suffered by the big four Australian banks throughout the Banking Royal Commission hearings, many bank customers and investors are looking...

Jack Copeman

January 25, 2019 07:00

Investment Theme

January 24, 2019 09:04

It's a very good time to be an Australian gold producer

Australian dollar gold price has recently broken out to all time highs, and the thesis on gold remains very much intact. It’s a very good time to be an Australian gold...

+7

+5

Rob Tucker

Chester High Conviction Fund

January 24, 2019 09:04

Investment Theme

January 23, 2019 08:30

Key takeaways from the world’s biggest technology show

Attending the Consumer Electronics Show (CES) held annually in the US is always an amazing experience. 180,000 people from 150 countries with 4,500 exhibitors spread...

EGI

Bill Pridham

Ellerston Capital

January 23, 2019 08:30

Investment Theme

January 23, 2019 07:00

Hostages to Fortune: anti-predictions for the 1H 2019

Each half, as part of our outlook for the coming six months, we provide a series of “anti-forecasts” for what will NOT happen over this period. In one sense, this is a...

Chad Slater

Ellerston Capital

January 23, 2019 07:00

Investment Theme

January 22, 2019 09:56

Amidst the noise, nothing has changed

Investors have had stimuli like QE and low interest rates to help drive growth in recent years. While the US leads a small retreat of liquidity, the fundamental parts...

Schroders Australia

Schroders

January 22, 2019 09:56

Expert Insights

January 21, 2019 08:48

Solar has evolved. Has your portfolio?

The price of solar was already falling steadily but then plummeted over the last decade to make it far cheaper than conventional power. John Martin, CEO at New Energy...

NEW

Livewire Exclusive

Livewire Markets

January 21, 2019 08:48

Investment Theme

January 18, 2019 15:55

Bank valuations look interesting

For the best part of two decades, Australian banks enjoyed a golden period of share market outperformance. The banking sector was able to deploy significant capital at...

CBA

Marcus Bogdan

Blackmore Capital

January 18, 2019 15:55

Investment Theme

January 18, 2019 09:46

On the Oil Rollercoaster

The oil price has been on a rollercoaster for the past five years. From the depths of US$28 per barrel in early 2016 the price rose to US$85 per barrel last October....

Alex Shevelev

Forager

January 18, 2019 09:46

Investment Theme

January 18, 2019 09:14

Three reasons why diamond miner Lucapa could sparkle this year

Gem production is ramping up successfully at Lucapa’s Mothae mine in Lesotho, the first international tender for its Lulo alluvial diamonds closes on January 31 and...

+3

+1

Barry FitzGerald

Independent Journalist

January 18, 2019 09:14

Investment Theme

January 18, 2019 06:00

Reminiscences of a podcast operator

In little over a year since launching The Rules of Investing podcast, Patrick Poke has published 28 podcasts with Australia’s best fund managers, hitting the iTunes...

Alex Cowie

January 18, 2019 06:00

Investment Theme

January 16, 2019 11:13

After the volatility, who makes the cut?

What should be made of all this volatility? Is it logical for the global markets to be down 5% one day, and then up the same amount the next? And then to repeat the...

Alex Pollak

Loftus Peak

January 16, 2019 11:13

Investment Theme

January 15, 2019 09:52

Resurgent gold price to support mining activity in 2019

A softening Fed outlook and increased global growth concerns have improved sentiment towards gold markedly over the last month. While the share prices of Australian...

Sam Berridge

Perennial Value Management

January 15, 2019 09:52

Investment Theme

January 15, 2019 06:30

Plenty of catching up for midcap gold stocks

Over the last couple of months, we have seen a clear lift in interest in the gold sector, in our view driven by a number of factors. 1. Diversification and...

+5

+3

David Coates

Bell Potter

January 15, 2019 06:30

Investment Theme

January 11, 2019 17:05

The Goldilocks Crop

In pre-industrial times, the influence of climate and weather on human societies was readily apparent to the World’s predominantly rural populations: inclement weather...

Patrick Fresne

Goldandrevolution.com

January 11, 2019 17:05

Investment Theme

January 09, 2019 11:35

4 topics of interest at JCP in 2019

There are several areas of analysis that have stirred debate at JCP as we head into 2019, and each appears to carry a bit more bite than in standard years. These...

+12

+10

JCP Investment Partners

January 09, 2019 11:35

Investment Theme

January 09, 2019 07:00

The Upcoming Lost Decade

Deeply embedded human behaviours will ensure that everything in finance will always be cyclical. After a sustained period of good times, the cycle is turning, and...

Weimin Xie

MX Capital

January 09, 2019 07:00

Account

Company

Investment Theme

Only two things matter for housing this year

Reporting season ramps up, RBA turns cautionary

Banks push ASX 200 back up through 6000

What stocks (other than banks) could be impacted by the Royal Commission Report

Two different approaches to navigating 2019

Esports are a rising phenomenon

10 of the most 'liked' investment strategy wires of 2018

What does cheap solar mean for utilities?

Australia is heading for a housing-driven economic slowdown

The rise of Afterpay, Zip, and the Neobanks

It's a very good time to be an Australian gold producer

Key takeaways from the world’s biggest technology show

Hostages to Fortune: anti-predictions for the 1H 2019

Amidst the noise, nothing has changed

Solar has evolved. Has your portfolio?

Bank valuations look interesting

On the Oil Rollercoaster

Three reasons why diamond miner Lucapa could sparkle this year

Reminiscences of a podcast operator

After the volatility, who makes the cut?

Resurgent gold price to support mining activity in 2019

Plenty of catching up for midcap gold stocks

The Goldilocks Crop

4 topics of interest at JCP in 2019

The Upcoming Lost Decade

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Shares

5 low-P/E stocks brokers think are buys

Shares

The ASX stocks most exposed to the next leg higher in rates

Growth

Why young Australians should abandon the ASX

Reporting Season

The Australian share market is broken

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