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Equities

Timeless tactics: preparing your portfolio for market downturns

In this episode of Stocks Neat, co-portfolio manager Gareth Brown and I discuss several investing maxims, and how these might apply to portfolio positioning in prior...
Steve Johnson
Forager
Macro

The Fed is challenged by higher inflation in Q1

Underlying inflation has picked up sharply in Q1 on a range of measures.
Kieran Davies
Coolabah Capital
Asset Allocation

Why the S&P/ASX 200 will rise by another 8% this year (and the 3 sectors to watch)

Plus, we nominate one sector that is due for a pullback.
+7
Cameron McCormack
VanEck
The Pitch

Is the US equity market overvalued?

You'll find out in this episode of The Pitch, featuring Wilsons Advisory's David Cassidy.
+1
Ally Selby
Livewire Markets
Daily Report

ASX 200 thumped as nagging inflation dashes 2024 rate cut hopes, gold & copper only places to hide

There were two places to hide from the carnage. Gold on a flight to safety and copper on a flight to anything BHP might write a cheque for!
29M
BHP
BOE
+10
Carl Capolingua
Livewire Markets
The Pitch

The asset class growing like a mushroom in our own backyard (and how to access it)

Conditions couldn’t be riper for this asset to blossom - but you may not know what it is. Watch this episode of The Pitch to find out.
Hans Lee
Livewire Markets
Asset Allocation

Bill Gross's top 2 dividend stocks (and how bond investors should be positioned)

Why the PIMCO founder and "King of Bonds" backs value and dividends over growth and rate cuts
+6
Hans Lee
Livewire Markets
Equities

BHP’s Anglo American aspirations reveal full extent of its copper conviction

This idea behind the $60b play has big implications for copper juniors like Caravel and Alma. Plus, much to like in revised Chalice model.
ALM
BHP
+2
Barry FitzGerald
Independent Journalist
Education

Media worth consuming – April 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Equities

Where are they now? The 10 biggest gainers in the ASX 200 last year

Have last year's heroes held their ground, or have the mighty fallen? I take a closer look in this wire.
AD8
BLD
BOE
+8
Sara Allen
Livewire Markets
Asset Allocation

The value investor's guide to multi-asset investing

An in-depth look at how to use valuation signals, how things are looking now, and a checklist for the best opportunities (and worst risks)
Callum Thomas
Topdown Charts
Daily Report

ASX 200 to fall, S&P 500 lower + M&A and earnings from ResMed, BHP and Newmont

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

Higher inflation should see the RBA revise up its outlook

History suggests that there is the risk that the RBA revises up its longer term forecasts of inflation.
Kieran Davies
Coolabah Capital
Property

Back to the Future: this time REITs are better positioned

Great real estate in the right location is a sensible and compelling investment opportunity in the current market.
Marco Colantonio
Resolution Capital
Asset Allocation

Have you been fooled by thematic ETFs?

Thematic ETFs underperform their index peers, preying on your behavioural biases
Luke Laretive
Seneca Financial Solutions
Equities

Golden Horizons: Newmont’s growth trajectory after acquiring Newcrest

Last year Newmont (NASDAQ: NEM), a large US-domiciled gold miner, paid a 35% premium to acquire Newcrest Mining in a cash and scrip deal. We held Newcrest (ASX:...
Scott Olsson
Firetrail Investments
Macro

Australian CPI rises by 1.0% q/q, US corporate earnings mixed with a positive bias

We look at five of the biggest developments across global markets for the week ending 26 April 2024
COH
CSL
+2
Hue Frame
Frame Funds Management
Equities

The Australian small-cap that could become the next CSL

Monash Investors’ Shane Fitzgerald discusses his outlook for ASX small-caps and some of his team’s highest conviction stock picks.
360
IPD
+5
Glenn Freeman
Livewire Markets
Equities

Why Goldman Sachs would buy IGO and sell Mineral Resources

Major broker Goldman Sachs has released a research report outlining reasons why it thinks IGO is a buy and Minera Resources is a sell.
CXO
IGO
LTR
+2
Carl Capolingua
Livewire Markets
Daily Report

ASX 200 dumps on nasty CPI print, 2024 rate cuts now impossible, but is a hike back on table?

The ASX 200 finished just 0.5 points lower at 7,683, but this was around 44 points below the session's early high. The cause? An ugly CPI!
29M
A1M
AMI
+17
Carl Capolingua
Livewire Markets
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