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Commodities

Gold miners or spot gold: What's the better way to play this historic rally?

Gold has made new all-time highs this week. So is it still worth chasing the rally?
Russel Chesler
VanEck
Investment Theme

Breaking down the liquidity silos

Broadening our outlook and better aligning portfolios to our objectives and time horizon.
Neuberger .
Neuberger
Macro

The oil markets are starting to price in a Trump Presidency, even if the media are in denial

Media Commentators are currently behaving like the three wise monkeys with regards to Donald Trump; they don’t want to hear what he is saying, watch his rallies or...
Mark Tinker
Toscafund HK Limited and Market Thinking Limited
Macro

Australia left interest rates unchanged at 4.35%, US ISM services PMI soared to 52.7

Weekly Update | 8th December, 2023
SCG
Hue Frame
Frame Funds Management
Fixed Income

The recession dilemma: Why J.P. Morgan Asset Management isn't playing the 'if' and 'when' game

The portfolio building blocks that underpin the role of fixed income are finally back, says JPMAM’s Myles Bradshaw – here’s why
Chris Conway
Livewire Markets
Macro

Why 2024 might see you get a pay rise in real terms

Falling inflation could have some unexpected benefits according to ANZ Senior Economist Adelaide Timbrell.
Sara Allen
Livewire Markets
Daily Report

The Match Out: Best day in over a year as the ‘Goldilocks’ scenario gains traction

The Match Out for Wednesday 6 December with James Gerrish of Market Matters.
DXS
+7
James Gerrish
Market Partners
Daily Report

ASX 200 to fall, S&P 500 lower + Oil prices dip below US$70 a barrel

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

An oasis of calm seems unlikely

Valuations of the popular remain sharply above long-term averages, while the pedestrian have retained their reputation.
Martin Conlon
Schroders
Private Markets

The investment game has changed. Here's what you need to know

The changing market environment has not only created a structural shift, it's leading to equity-like returns in credit.
Sara Allen
Livewire Markets
Equities

The Australian Dollar is making a comeback and these stocks are set to benefit: Citi

Citi analysts expect the Australian dollar to strength in 2024-25 and these are the stocks and sectors that have historically outperformed.
APA
ASX
+18
Kerry Sun
Livewire Markets
Equities

The market is dreamin’

The market's rally in November doesn't stand up to scrutiny. A rational assessment leads to one conclusion...the market is dreamin'.
Greg Canavan
Fat Tail Investment Research
Equities

Only 3 of your top-tipped small caps for 2023 are in the black

And the rest have bled more than double digits into the red.
3DP
CHN
+7
Ally Selby
Livewire Markets
Equities

Small-cap stocks: Ready to rumble

Callum Newman of Fat Tail Investment Research explains why the small cap sector is poised for recovery
CAR
Callum Newman
Fat Tail Investment Research
Macro

Flat consumer spending & strong unit labour costs

Spending was held down by direct government cost-of-living subsidies in Q3, while unit labour costs continue to grow strongly.
Kieran Davies
Coolabah Capital
Equities

Quality investing: Not just a wallflower

The Nexus Of Quality and Growth
PWH
XRO
Jason Pohl
ECP Asset Management
Equities

What our trip to the US and Japan is telling us about the economy

In the latest episode of Stocks Neat, Harvey Migotti and I discuss what we learned on our recent travels to the US and Japan. Our trip started in Chicago, at an...
Steve Johnson
Forager
Daily Report

The Match Out: Stocks fall and RBA sits tight on rates

The daily Match Out for Tuesday 5 December 2023 with James Gerrish of Market Matters
360
+7
James Gerrish
Market Partners
Daily Report

ASX 200 to rise, More sideways trade for S&P 500 + Oil hits 5-month low

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

What is a sustainable moat and why is it important?

Take a closer look at the significance of economic moats, popularised by Warren Buffet.
Arian Neiron
VanEck
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