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Where to now for copper? Macquarie reviews ASX copper stocks ratings and targets

The copper price has completely retraced its March-May rally. Major broker Macquarie considers what’s next for Dr Copper.
29M
AMI
+8
Carl Capolingua
Livewire Markets
Equities

If a timeline is long, it’s wrong

We see clear risks going forward and believe it is prudent to price them into valuations.
GMG
+2
Schroders Australia
Schroders
Reporting Season

CBA beat FY24 dividend and profit expectations. But it's still too "expensive"

How could you justify buying a bank that's almost twice as expensive as its peers, with a market cap that's three times its balance sheet.
Kerry Sun
Livewire Markets
Equities

Will the iron ore price crack $100 and trigger more pain for BHP, RIO, MinRes, and Fortescue?

Iron ore peaked at US$140/t in January but is now closing in on the psychological US$100/t support level. We investigate how low might go.
BHP
FMG
+1
Carl Capolingua
Livewire Markets
Equities

QBE Insurance: A complex but promising 1H24 performance

We still believe QBE Insurance is well-positioned for long-term growth.
Roger Montgomery
Montgomery Investment Management
Reporting Season

Can this Aussie digital marketplace continue to successfully drive global sales?

This company has not only been the dominant local player, but has been rapidly expanding its global reach.
CAR
Sara Allen
Livewire Markets
Property

BioUrbanism: Redefining Sustainable Urban Land Development

Proactive environmental impact investments drive positive ecological outcomes and consistent, long-term financial returns. Find out more.
Nigel Sharp
Dragonly Enviro Capital
Investment Theme

Feeder funds vs. direct investments in Australian commercial real estate private credit

Australia’s commercial real estate market is a powerhouse, attracting investors seeking attractive returns and long-term growth.
Alan Greenstein
Zagga Investments
Macro

7 key charts for investors to keep an eye on - Where are they now?

The charts are inflation, global PMI, unemployment; profit growth, the gap between earnings yields & bond yields, and the US Dollar.
Shane Oliver
AMP
Fixed Income

Rising collectable debt underscores corporate financial stress

Collectable debt owed to the Tax Office is rising in tandem with corporate insolvencies.
Jason Lindeman
Coolabah Capital
Equities

5 pharma and biotech stocks on the move in July

In this wire, we take a look at five ASX-listed pharma & biotech companies whose share prices rallied in July.
ALC
+2
Claire Aitchison
Independent Investment Research
Asset Allocation
Sponsored

Benefits of a blended retirement portfolio

Discover the benefits of a blended retirement portfolio with insights from our latest Mercer report. Learn how integrating CPI-linked lifetime annuities can increase...
Challenger Limited
Equities

REA, you’ve done it again.

For background information about this A1-quality company, I previewed REA Group’s (ASX:REA) latest results here, wrote about why I believe REA Group is one of...
REA
Roger Montgomery
Montgomery Investment Management
Macro

Dark clouds ahead: The rising risk of a US recession

Based on recent developments, we believe the likelihood of a recession occurring within the next 9 to 12 months is more likely than not.
Xinyu Ru
Fawkes Capital Management
Property

A-REIT vs G-REIT - It’s a case of quality over quantity

Summary: Despite greater diversification and a global set, Australian REITS “A-REITS” have historically outperformed their global peers “G-REITS”. There are many...
Amy Pham
Pengana Capital Group
Fixed Income

Rules are meant to be broken

It’s now game time for bonds! The conditions are now set for broad based bond market outperformance.
Kellie Wood
Schroders
Equities

News Corp (NWS) - An outsider with an outsized opportunity

Ray David from Blackwattle Investment Partners discusses the transformation underway at News Corp led by CEO Robert Thomson.
NWS
REA
Ray David
Ray David
Equities

Nick Scali’s FY24 results: resilient margins and strategic expansion despite softening sales

Furniture retailer Nick Scali (ASX:NCK) reported its full-year results, and on most measures, the results were in line with consensus estimates. However, there were...
NCK
Roger Montgomery
Montgomery Investment Management
Education

Magellan’s Nikki Thomas: Could markets see a return of the ‘Fed Put’?

Nikki Thomas, Portfolio Manager at Magellan shares her views on AI, investing in China and optimism about the US market.
Future Generation
Future Generation
Fixed Income

Why your portfolio can't wait for the first interest rate cut

Three reasons why it makes sense to diversify with bonds now.
Robert Mead
PIMCO
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