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Funds

Calastone report shows equities, ESG and property are out of favour with investors

Passive funds again outstripped active funds, and bond funds showed a stunning reversal in 2023.
Glenn Freeman
Livewire Markets
Reporting Season

Sharp cost control underpins Transurban's solid 1H24 result

Management has proven adept at keeping a handle on costs and the benefits are flowing through quicker than expected.
TCL
Glenn Freeman
Livewire Markets
Education

Magnificently concentrated

Patience is widely understood to be a virtue in investing. Many clients and investment committees pride themselves on their willingness to stick with high-conviction...
+5
Ben Inker
GMO
Views from the Top

Why Lazard's Temple would buy equities over bonds even at today's prices

Lazard's chief market strategist Ron Temple updates his views on the US economy, China, fixed income, and geopolitical risk.
Hans Lee
Livewire Markets
Macro

New regime, same outcome

It's the first episode of The Rate Debate for 2024!
Darren Langer
Yarra Capital Management
Funds

Listed managed investments - fixed income LITs take advantage of trading at par

2023 ended with plenty of activity in the LMI market and that activity continued into the new year. Fixed income LITs took advantage of improved trading prices to...
AMH
+11
Claire Aitchison
Independent Investment Research
Investment Theme

Is uranium in a structural bull market?

The uranium price has surged from 2017 lows of $20 USD/lb. to over $100 USD/lb. in Jan-2024. We investigate the reasons for this turnaround.
BHP
BOE
DYL
+6
Kingsley Jones
Jevons Global
Equities

Major broker warns lithium prices could fall another 33% in “bear case” scenario

According to a major broker’s commodity research team, there could be more pain to come for investors in ASX lithium stocks.
IGO
PLS
Carl Capolingua
Livewire Markets
Daily Report

ASX 200 futures flat, S&P 500 hits another record high + REA and Transurban earnings

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

ASX earnings season vs tech sector majors REA, CAR, Wisetech & Altium, key numbers & charts

The key items brokers are looking out for in upcoming H1 FY24 results for major ASX tech stocks, as well as today’s numbers from REA Group.
CAR
REA
+1
Carl Capolingua
Livewire Markets
Equities

The power of niche companies (showcasing 2 ASX small-cap success stories)

Leveraging expertise for expansive growth
AD8
PWH
Jason Pohl
ECP Asset Management
Equities

AGL Energy shares soar on bumper earnings and dividends, tightens guidance

AGL's first-half FY24 result topped analyst expectations and tightened full-year expectations towards the upper end of previous guidance.
AGL
Kerry Sun
Livewire Markets
Views from the Top

Bob Desmond's hunt for 20% value gaps and two stocks that make the grade

The Claremont Global head also peels back the curtain on the "toughest discipline in funds management" and how he tackles it
James Marlay
Livewire Markets
Macro

The RBA holds interest rates again - but does more need to be done?

The question now is how and when the central bank decides to cut.
Hans Lee
Livewire Markets
Equities

Fundie vs AI: Who is the better stock picker? (and 10 ASX stock ideas for your trouble)

AI is getting better, faster, & stronger. Will it ever be able to pick stocks like a human? We take a step towards answering that question.
ALD
DXS
+6
Chris Conway
Livewire Markets
Equities

How high can the US stock market go? Which index measures its performance best?

Which is the best stock index to use to monitor the performance of the US stock market? What do the charts say about how high stocks can go?
+5
Carl Capolingua
Livewire Markets
Daily Report

ASX 200 ignores China stocks recovery, as Nick Scali and Myer beat expectations

The RBA was on hold today, and in many ways, so is the S&P/ASX 200's record breaking advance.
COH
DYL
+7
Carl Capolingua
Livewire Markets
Macro

How much do inflation expectations matter?

Central banks pay close attention to inflation expectations but recent RBA research suggests many consumers misunderstand the key concepts
Diana Mousina
AMP
Daily Report

ASX 200 to rise, resource stocks to bounce, S&P 500 edges higher

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

The impact of tech’s ‘Magnificent Seven’

In January, Microsoft joined Apple in achieving a $3 trillion valuation.
WGB
+10
Catriona Burns
Wilson Asset Management
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