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Macro

UK Claimant count increases to 50.4K, US Federal Reserve holds steady at 5.50%

We look at five of the biggest developments across global markets for the week ending 15 June 2024
BHP
FMG
GMG
+2
Hue Frame
Frame Funds Management
Investment Theme

Think global tech is overheated? Think again, says T. Rowe Price

US and Japan equities are the standouts in the multi-asset team’s bullish outlook on global stocks, alongside other parts of Asia.
Glenn Freeman
Livewire Markets
Equities

ASX Industrials M&A (and Morgan Stanley’s 3 top sector picks)

Morgan Stanley has weighed the bids lobbed at AdBri, Boral and CSR but indicated its ASX industrials preferences lie elsewhere
ABC
BLD
BXB
+3
Glenn Freeman
Livewire Markets
Views from the Top

The quiet achiever who has returned 102% in just 5 years

QVG Capital's Josh Clark has a simple formula for investing and it seems to be working.
CAR
EML
+2
James Marlay
Livewire Markets
Equities

Is Xero becoming the highest quality company on the ASX?

Blackwattle Mid Cap team discuss Xero's recent result and ability to grow & improve quality over the medium to long term.
XRO
Michael Teran
Blackwattle Investment Partners
Equities

Two cracking 'trendbreaker' stocks

Callum Newman explains the factors that cause individual stocks to break through the weak momentum on the stock market currently.
DRO
GQG
Callum Newman
Fat Tail Investment Research
Daily Report

ASX 200 futures flat, S&P 500 scores fourth straight record close

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
The Pitch

This is no Big Short: Why CLOs are different to the product that sparked the GFC

Michael Burry and Steve Eisman were among the few investors who spotted the rotten state of CDOs. But CLOs are, thankfully, different.
Hans Lee
Livewire Markets
Property

A pure-play exposure to lucrative housing investments

Mirroring some of the most appealing trends of Australian residential property, Canada offers investment opportunities not available locally
Chris Bedingfield
Quay Global Investors
Investment Theme

10 Quality stocks on Rudi’s watchlist (and why Nvidia isn’t one of them)

All-weather performance and consistent success allocating capital are key characteristics for FNArena's Rudi Filapek-Vandyck
CAR
+10
Glenn Freeman
Livewire Markets
Equities

Tapping into global growth with thematic equities

Janus Henderson's recent Global Investment Summit explored growth drivers in equities
Janus Henderson
Janus Henderson
Asset Allocation

Innovative future of global private credit - Russel Pillemer

Join us as Murdoch sits down with Russell Pillemer, CEO of Pengana Capital Group to discuss their view on equities and private credit.
Murdoch Gatti
York Wealth Management
Equities

The Goldilocks zone for resource exploration (and four ASX companies nailing it)

Everyone wants to find the next Olympic Dam - or do they? How the right resource for the right company can yield exceptional results.
A1M
BHP
+2
Chris Conway
Livewire Markets
Fixed Income
Sponsored

Worried about higher-for-longer rates and/or a recession?

Worried about rates remaining higher-for-longer and/or the rapidly rising risk of a recession? With over $10bn in FUM and Australia’s largest high-grade fixed-income...
Christopher Joye
Coolabah Capital
Equities

Why Australia has missed out on the “small cap effect”

This paper will make the case that the performance, risk and constituent characteristics of the small cap index in Australia are poor.
BLD
Schroders Australia
Schroders
Income

Why this is a much more interesting period for income investors (and how to take advantage)

Flexibility and more dynamic allocations will be required in the new normal, according to Schroders' Adam Kibble.
Chris Conway
Livewire Markets
Fund in Focus
Sponsored

Why investors need to understand real returns

And how Talaria Asset Management delivers investors income no matter the economic cycle.
Ally Selby
Livewire Markets
Macro

Policy rules point to central banks diverging on rates

A policy rule still points to a slow/shallow rate cut cycle in the US, steady rate cuts in the EA, and that the RBA should hiked a bit more.
Kieran Davies
Coolabah Capital
Daily Report

ASX 200 to rise, S&P 500 and Nasdaq hit third straight record close as CPI cools

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Investment Theme

Investing in India - Convenience or Return?

Australian investors are increasingly becoming aware of India's growth potential due to its demographics. The next question is usually how?
Mugunthan Siva
India Avenue
5501-5520 of 39315