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Stuart Dear, Deputy Head of Fixed Income at Schroders Australia, believes that value in bonds has improved in both absolute and relative terms. The yields on offer in...

It was another positive week for global equities, with sentiment particularly buoyed by a US-Mexico trade deal. Sentiment eased somewhat by week’s end, however, given...

BHP has delivered for shareholders in the 12 months since we laid out our bullish thesis on Livewire which you can see here. Collectively Andrew Mackenzie as CEO and...

In March this year Bill Shorten pledged that should Labor win the upcoming election they will axe cash refunds for excess imputation credits paid to individuals and in...

When a young Charlie Jamieson arrived at work in London on September 11th, 2001, little did he know how much that day would affect his views on markets. At the time,...

Short selling lets investors profit from a fall in a stock price by selling first then buying after it has fallen. So a bearish consensus can lead to a big short...

Welcome to the FNArena Reporting Season Monitor for the August result season 2018. The Monitor reports ratings and consensus price target changes, along with brief...

If reporting season has kept you busy, you may have missed the regular commentary on notable results from Livewire's contributing managers, so we’ve pulled them all...

All major value equity indices show that the last five years, and in particular the last 12 months, have been a challenge for value as a style. If we look at any...

In the press, large movements in the Australian dollar are often erroneously presented in the press as a vote of confidence in Australia as a nation or the management...

In this daily reporting season update, we provide first impressions on key takeouts from Harvey Norman with a link through to a more detailed report. Harvey Norman...

The key global highlight last week was the fact that Wall Street managed to touch new record highs on the back of reassuring comments from the Federal Reserve. Indeed,...