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Equities

No, Nvidia is not a bubble

While Nvidia has certainly had an impressive run over the past 12-months, we believe valuation for the stock remains realistic
+5
Justin Lin
Global X ETFs
Macro

Ken Griffin: The Federal Reserve can start to cut rates by June

An unnerving prediction, and a new investment play all featured in conversation.
Sara Allen
Livewire Markets
Asset Allocation

Private credit is a globally attractive opportunity – investors should take notice

The global private credit market has more than tripled over the past 10 years.
Nehemiah Richardson
Pengana Capital Group
Daily Report

ASX 200 futures flat, markets in waiting mode + Breaking down two massive mid-cap rallies

Get up to date on overnight market activity and the big events for the day.
MP1
The Morning Wrap
Livewire Markets
Macro

The uranium story is far from over

The latest episode of Stocks Neat explores the year that was, the rapid increase in uranium prices and the small caps recovery.
Steve Johnson
Forager
Commodities

A roadmap for green metals after a brutal 2023

High cost of living has brought cheap energy into focus - oil and uranium. But could rate cuts this year see a return to the green metals?
LTR
PLS
+2
James Cooper
Fat Tail Investment Research
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
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