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Equities

Biotech stocks gain momentum

After three years of underperformance, the biotech sector is showing signs of a recovery that investors may not want to overlook.
Andy Acker
Janus Henderson
Macro

January Podcasts: The state of the stock market

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
Asset Allocation

The year ahead for the major sectors

Perspectives outlining some of the key themes we think will drive the major industry sectors in 2024.
Neuberger .
Neuberger
Equities

5 stocks you should watch this reporting season

The results and insights delivered by these management teams may prove useful in multiple ways.
PLS
+3
Glenn Freeman
Livewire Markets
Funds

Why going defensive backfired in 2023

The top 10 Australian shares managers in Mercer’s December quarter investment survey stayed true to growth investing.
JBH
Sara Allen
Livewire Markets
Equities

Solid fundamentals are set to deliver a boost for biotech this year

Far from simply coming home with a wet sail in 2023, the biotech market is only just beginning to warm up for 2024.
RMD
+5
Charlie Williams
HB Biotechnology
Daily Report

ASX 200 shrugs off weaker miners as energy stocks pop on higher crude oil price

Aussie stocks took another modest but confident step towards record highs led by energy and property names, technology and miners faltered.
BOE
CXL
+8
Carl Capolingua
Livewire Markets
Equities

Have investors been valuing stock markets wrong?

One sell-side research note suggests that the S&P 500 is not as expensive as traditional metrics suggest.
Hans Lee
Livewire Markets
Daily Report

ASX 200 to rise, S&P 500 hits another all-time high + Woodside and City Chic M&A

Get up to date on overnight market activity and the big events for the day.
BAP
+1
The Morning Wrap
Livewire Markets
Equities

Stocks that "beat and miss": How they perform today and after the report

With data from the last 16 reporting seasons, we take a closer look at how companies have performed post-results.
Richard Coppleson
Bell Potter
The Pitch

Why the "flight to quality" is a crowded (and often confused) investment

Plus, we take a closer look at what office occupiers are now looking for in the post-COVID world.
Hans Lee
Livewire Markets
Fixed Income

The three levers in fixed income: Duration, Credit and Pure Relative Value

There are two well-known levers, duration and credit, but there is also a lesser known third, providing compelling benefits for investors.
Scott Osborne
Ardea Investment Management
Outlook Series

How your portfolio can benefit from Australia’s strong fundamentals

There are many reasons for optimism in the Australian commercial property asset class this year
Deborah Coakley
Dexus Real Estate Securities
Daily Report

ASX 200 to rise, S&P 500 snaps six-day win streak + Oil prices hit 2-month high

Get up to date on overnight market activity and the big events for the day.
BPT
+1
The Morning Wrap
Livewire Markets
Private Markets

Plunder Down Under: Is private equity all it is cracked up to be?

Private equity promises higher returns and diversification benefits... But at what cost?
KGN
Chris Conway
Livewire Markets
Equities

Paladin Energy or Boss Energy? Brokers reveal their preferred ASX uranium stocks

Bell Potter, Citi, and Shaw and Partners have issued updated research on ASX uranium stocks resulting in ratings and price target changes.
BOE
+3
Carl Capolingua
Livewire Markets
Investment Theme

How to invest in AI: finding winning AI stocks

(Almost) everything you need to know about investing in AI.
+2
Kiryll Prakapenka
Fat Tail Investment Research
Macro

Do markets now expect the stage 3 tax cuts to be inflationary?

The Treasurer has been reported as saying the RBA Governor said the changes to the stage 3 tax cuts won’t be inflationary.
Jonathan Kearns
Challenger
Macro

A recession dashboard, Fed peaks and Asian commercial property

This edition of Charts of the Week considers our position at the likely peak of the rate cycle.
Macrobond Financial
Macrobond Financial
Asset Allocation

Is the Fed running late to the Goldilocks party?

Patience needed on US rate cut prospects
David Cassidy
Wilsons Advisory
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