Home Wires popular

popular wires

The Pitch

How to choose excellent fund managers

Particularly in order to take advantage of the recovery in global and Aussie small and mid-cap stocks.
Ally Selby
Livewire Markets
Daily Report

ASX 200 to rise, Fed Meeting and Big Tech earnings in focus

Get up to date on overnight market activity and the big events for the day.
ALD
BHP
COL
+2
The Morning Wrap
Livewire Markets
The Pitch

How to identify the best tech opportunities on the ASX (and 5 companies that fit the bill)

You don't have to look overseas to find high quality tech opportunities, according to Eiger Capital's Stephen Wood.
360
NXT
TNE
+4
Sara Allen
Livewire Markets
Fixed Income

As global rates shift, opportunities arise for Australian investors

Against the backdrop of an evolving monetary policy landscape, Australian bonds present a compelling case for investment.
Robert Mead
PIMCO
Equities

Do higher risk investments earn higher returns?

According to finance theory, stocks are correctly priced and investors must take more risk to earn higher returns. Is this true in practice?
Delian Entchev
Aoris Investment Management
Undiscovered Funds

There's a multiple re-rate to be had in small caps. Here's a way to take advantage of it

For Tyndall Asset Management, it's earnings not rate cuts that drive the portfolio's outperformance.
AUB
Hans Lee
Livewire Markets
Equities

Where to from here for US small caps?

There is no denying they have been the ugly stepsister of share markets over the last 2-3 years. The chart above looks at U.S. listed companies' performance broken...
Andrew Mitchell
Ophir Asset Management
Education

Smile: There’s a new Super scam in town

A new industry has sprung up designed to separate young and vulnerable households from their superannuation savings.
Tim Toohey
Yarra Capital Management
Equities

Two contrarian bargains in an expensive market

In aggregate, the US sharemarket looks expensive, but as bottom-up stockpickers Orbis can hunt through the market looking for value. In this extract from its March...
+5
Eric Marais
Orbis
Equities

Why "old cyclical" stocks are worth watching

Something new is underway in the "Old Cyclical" sectors -- big implications for global vs US stocks.
Callum Thomas
Topdown Charts
Macro

Surprise, surprise – The global economy forges ahead

The first quarter of 2024 has surprised on the economic front. Instead of the anticipated slowdown, coupled with US outperformance ending, what we saw was global...
State Street Investment Management
State Street Investment Management
Equities

Decoding the Magnificent Seven: Profitability, fundamentals, and the future

Markets were taught a lesson in the turn-of-the-century’s dot-com bubble. Over excitement and massive investment in companies that hardly really existed, let alone...
+5
Alan Pullen
Magellan Investment Partners
Fixed Income

What to expect when you’re expecting rate cuts

CIO Dan Ivascyn discusses the benefits of locking in today’s elevated bond yields ahead of potential rates cuts around the globe.
PIMCO .
PIMCO
Macro

April 2024 Podcasts

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
The Pitch

The low volatility phenomenon (and what it means for your portfolios)

In this episode of The Pitch, State Street Global Advisors' Bruce Apted takes a deep dive into the behavioural finance phenomenon.
Ally Selby
Livewire Markets
Equities

Why this investor doesn't own NVIDIA (and what she owns instead)

The megacap tech stocks have dominated but Franklin Templeton's Francyne Mu prefers less cyclical names
+7
Glenn Freeman
Livewire Markets
Education

Why we mostly ignore market sentiment

Changes of sentiment don’t cause markets to ebb and flow; but their short-term fluctuations, which are largely random, affect sentiment.
Chris Leithner
Leithner & Company Ltd
Daily Report

ASX 200 to bounce, S&P 500 rallies on Microsoft and Alphabet earnings

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

Now is the time to look different from the market

While many investors remain positioned for more of the same – such as being overweight the US market and megacap tech shares – Orbis believes that what worked in the...
Shane Woldendorp
Shane Woldendorp
Orbis
Macro

The scenario the Fed and RBA fear the most is upon us: Stagflation!

Inflation is heating up as economic growth is slowing. Should central banks hike rates to fight inflation or cut them to help the economy?
Carl Capolingua
Livewire Markets
5901-5920 of 39329