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Asset Allocation

Six grey swans that could move markets in 2024

That the future is always uncertain is a given, yet thinking about scenarios that diverge from a base case helps inform the risk-aware approaches we apply across our...
Lori Heinel
State Street Investment Management
Education

Everything you need to know about Micron Technology

Our new podcast has just landed, with a focus on Micron Technology
Anthony Doyle
Anthony Doyle
Firetrail Investments
Investment Theme

Two companies Hyperion expects to earn ‘substantially higher’ revenues over the next decade

Deputy CIO Jason Orthman discusses Hyperion's long-term investment approach during the latest Rules Of Investing interview
REA
+1
Glenn Freeman
Livewire Markets
Equities

What the Goldilocks Economy means for February reporting season

As we head full force into the February reporting season, the phrase investors are hearing is the “Goldilocks Economy”.
WLE
Anna Milne
Wilson Asset Management
Meet The Investor

Meet Bryce: The podcaster who has been investing since he was 13

Learn how podcast host Bryce Leske invests in this Meet the Investor profile.
+4
Ally Selby
Livewire Markets
Rapid Fire

The case for keeping it simple (and how it helped this fundie return 30.8% in 2023)

In this Rapid Fire Q&A, Aoris Investment Management's Stephen Arnold outlines the strategy, and some of the stocks, that helped him do it.
+2
Ally Selby
Livewire Markets
Equities

The next AI winners and other companies investors have been buying this year

Livewire has teamed up with Stake to bring you insights into the activity of Australian investors.
BHP
+28
Sara Allen
Livewire Markets
Daily Report

ASX 200 dips from record as lower metals and energy prices sink resources

Nothing is guaranteed in technical analysis, but the price action suggests that at least in the short term, something isn't quite right...
CAR
CHN
+7
Carl Capolingua
Livewire Markets
Macro

How to maximise your returns in 2024 and beyond

I recently wrote about my two big forecasts for 2024. One was that private credit would gain traction as an important asset class and would also feature more...
Roger Montgomery
Montgomery Investment Management
The Pitch

A negative narrative could create a contrarian investment opportunity

Sometimes when sentiment is downbeat, the best ideas come to the fore.
Hans Lee
Livewire Markets
Daily Report

ASX 200 to fall, S&P 500 slips as yields soar + RBA set to leave rates unchanged

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

Is the Nickel price close to a trough? Morgan Stanley has the answer

With ASX nickel producers hurting, Morgan Stanley considers the demand & supply factors for nickel to determine if it has troughed.
BHP
CHN
+4
Carl Capolingua
Livewire Markets
Equities

12 ASX small caps this broker likes ahead of February reporting season

E&P Financial Group believes the following companies have strong pipelines for growth
AUB
AX1
+9
Glenn Freeman
Livewire Markets
Signal or Noise

Will the Goldilocks market continue in 2024?

Rate cuts, loosening financial conditions, and a rally in credit markets all created a fantastic Christmas for markets. But can it continue?
Hans Lee
Livewire Markets
Macro

The easing cycle to come risks being the same as the last

As the RBA shapes up to potentially cut rates in 2024 should we be asking more from monetary policy and monetary policy-makers?
Alex Joiner
Alex Joiner
IFM Investors
Fixed Income

The high yielding recession is coming

Economic indicators are weakening in Australia but that doesn’t mean that yields will fall the way many expect.
Andrew Canobi
Franklin Templeton
Macro

The global rebound in house prices narrows as commercial property prices have slumped

The global rebound in house prices has become more narrowly based, while US and European commercial property prices have slumped.
Kieran Davies
Coolabah Capital
Macro

Everything you need to know about today's RBA meeting

The first RBA two-day monetary policy meeting concludes today (Tuesday). For the first time, the Statement on Monetary Policy and forecasts are being released at the...
Jonathan Kearns
Challenger
Property

Unlocking a $74 billion boom: Australia's thriving private commercial real estate debt market

The Australian Commercial Real Estate Debt (ACRED) sector has undergone a remarkable transformation in recent years, witnessing a robust 7.9% Compound Annual Growth...
Craig Schloeffel
HMC Capital
Macro

US labour market has a strong start to 2024

US employment growth was strong, unemployment held steady and wages growth accelerated in January
Kieran Davies
Coolabah Capital
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