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Macro

When will bad news be bad news?

Recently good news has been bad news. Why is this, and are we about to enter into a new cycle where good news becomes good news again?
John Bilsel
Innova Asset Management
Fixed Income

Inefficiency is driving an opportunity in this market

ETFs and TDs can be cost-efficient, however, they may undervalue risk and overlook the potential for higher income and returns.
Darren Langer
Yarra Capital Management
Property

Transferring the pain from the levered Chinese property developers to the banks

As China reflated its economy in 2015, we saw a massive five-to-six-year tailwind assisting the property boom. Speculation and strong property prices led to...
David Buckland
Montgomery Investment Management
Education

Finding the sweet spot for global equities in 2024

With the global economy likely slowing, investors should stay defensive and prioritise quality
Matt Peron
Matt Peron
Success and More Interesting Stuff

The CEO who kicked the incumbents to the curb (and delivered investors a +4000% return in the process)

In this episode of Success and More Interesting Stuff, HUB24's Andrew Alcock takes you through his inspirational journey.
HUB
Matthew Kidman
Centennial Asset Management
Macro

ASX rises, bond yields and rate bets fall as Australian inflation comes in cold

The ABS' monthly inflation indicator comes well under expectations at 4.9%.
Hans Lee
Livewire Markets
Daily Report

ASX 200 futures flat, S&P 500 gives back early strength, Treasury yields tumble

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

The Match Out: ASX opens with a bang, ends with a whimper…

The Match Out for Tuesday 28 November with James Gerrish of Market Matters.
AGL
+5
James Gerrish
Market Partners
Equities

The difference between speculating and investing

Most people would feel that they understand the difference between “speculating” and “investing”, but it’s amazing how often we hear the words used interchangeably....
AVZ
BXB
Michael O'Neill
IML
Education

Media Worth Consuming – November 2023

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Equities

Where will the S&P 500 finish 2024? Some analysts are miles apart

The divergence between the most bullish and most bearish sell-side analysts is wide - but not as wide as last year.
Hans Lee
Livewire Markets
Expert Insights

Why microcaps could be the biggest opportunity in markets today

Inefficiencies in microcaps could be a key advantage for investors in today's markets, according to Yarra Capital Management's Joel Fleming
PLS
PME
Sara Allen
Livewire Markets
Funds

“Necessary but not sufficient”: Hurdles to overcome in equity manager selection

Pay attention to track record versus a risk-adjusted benchmark, active share and fees.
Jason Hall
Hamilton12
Daily Report

ASX 200 to rise, gold stocks jump as yields skid + Is the rally running out of steam?

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

The Match Out: ASX down, QBE rallies on good guidance

The daily Match Out for Monday 27 November 2023 with James Gerrish of Market Matters
APA
BHP
+8
James Gerrish
Market Partners
Buy Hold Sell

Buy Hold Sell: 5 low P/E stocks with top management teams

Sometimes, you don't have to pay up for stocks with stellar leaders - but it takes a keen eye to identify them.
NCK
+4
Buy Hold Sell
Livewire Markets
Asset Allocation

The stock market's "fear gauge" is at pre-COVID lows. Should you be worried?

It's not called the "fear gauge" for nothing - and some strategists are keeping their eyes extra peeled.
CSL
RMD
Hans Lee
Livewire Markets
Equities

Geopolitical shocks keep markets on edge

Wars, embargoes, rates roil markets
+4
Alex Pollak
Loftus Peak
Macro

A bold look at sovereign default risks

Our guest blogger examines sovereign default risks.
Macrobond Financial
Macrobond Financial
Education

Take Stock | Nikki Thomas - Portfolio Manager at Magellan Financial Group

Get a backstage pass into the minds of our Future Generation pro bono fund managers – and work out how they make the stock choices they do.
Future Generation
Future Generation
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