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If 24 LICs ran the Melbourne Cup, which would be our favourites

The 8th running of the Affluence LIC Melbourne Cup!
Daryl Wilson
Affluence Funds Management
Equities

Stocks, bonds, gold: this is what to expect after US presidential elections

Trump or Harris? Which is better for markets? We show you what usually happens in financial markets after a US presidential election.
+9
Carl Capolingua
Livewire Markets
Equities

Mining services is on the rise and four stocks with a positive outlook

Oscar Oberg discusses four observations from a recent trip to Perth and shares his top stock picks poised to benefit.
CVL
+6
Oscar Oberg
Wilson Asset Management
Macro

Trump wins US Election 2024

Despite initial concerns that the outcome of the Presidential election might remain uncertain for days or even weeks, a decisive Republican performance has made it...
Seema Shah
Principal Asset Management
Funds

Third LIC/LIT coming to market for 2024

Below we take a look at the key news items and announcements during October, which included the commencement of trading of MRE and a new LIC coming to market. In the...
Claire Aitchison
Independent Investment Research
Equities

Growth at reasonable yield (GARY) keeps delivering through high-risk macro

Yield investing with growth makes it sustainable over the long term
ASB
CDA
+1
Mathan Somasundaram
Deep Data Analytics
Asset Allocation

6 bonkers stats revealed in Warren Buffett’s latest stock selling spree

Warren Buffett's swelling cash pile reaches US$325 billion. So what does it suggest?
+5
Hans Lee
Livewire Markets
Fixed Income

Preparing your portfolio for the biggest event risk this year

The two main economic policies at play in the election are fiscal and tariffs and their impacts on US macro fundamentals and rates.
Kellie Wood
Schroders
Equities

Why it’s still too early to call the low in battery metals prices

Morgan Stanley outlines why the prices of key battery metals like nickel and lithium aren’t likely to rally any time soon.
BHP
CXO
IGO
+10
Carl Capolingua
Livewire Markets
Investment Theme

3 strategies to manage Bitcoin’s volatility

Investors might be deterred by bitcoin's high volatility but many traditional strategies can help manage this challenge.
Bridget Nichols
Bridget Nichols
Monochrome Asset Management
Macro

Understanding China's recent stimulus measures

Matthew explains China's stimulus aims to restore confidence amid a property crisis, focusing on consumption not commodities.
WLE
Matthew Haupt
Wilson Asset Management
Reporting Season

Are we at 'peak earnings' for these stocks?

The question of falling interest rates and a potential flow onto margins has been in focus this US earnings season.
+1
Hans Lee
Livewire Markets
Property

I’m sorry, but you need property to be rich

Stocks and ETFs are easy to buy and easy to sell in a panic. Property forces wealth-building discipline. That’s why you need it.
Vishal Teckchandani
Livewire Markets
Equities

Macquarie's 14 ASX stock picks for the US election

Wondering which ASX stocks might benefit from the results? Wonder no more...
AMC
+11
Sara Allen
Livewire Markets
Investment Theme

AI revolution being led by India

According to an IBM report, India has the highest AI adoption rate, 59%, in terms of AI deployment.
Mugunthan Siva
India Avenue
Private Markets

Who gets paid first? The capital stack explained

Unpacking the hierarchy of the different types of financing used to fund commercial real estate and other investments.
Qualitas
Qualitas
Fixed Income

Uncertain RBA overshadowed by US election

In Episode 52 of The Rate Debate, Investment Manager Jessica Ren and I dive into the US election’s potential outcomes, exploring its implications for bond markets,...
Darren Langer
Yarra Capital Management
Alternatives

Housing market levers being pulled is good news for lenders

Australia's housing shortage remains acute but the levers being pulled will support commercial real estate private credit growth for years.
Chris Conway
Livewire Markets
Equities

Don't let all time highs stop you buying this "bull" market

Three investments the Centennial Asset Management team believe will outperform - Judo Capital (JDO), Credit Clear (CCR) and Austal (ASB).
ASB
CCR
Michael Carmody
Centennial Asset Management
Equities

3 companies that fit the “quality” moniker

For Ninety One, quality means a long-term sustainable competitive advantage, sourced from innovation.
+1
Chris Conway
Livewire Markets
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