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Microsoft, OpenAI, and Cloud Computing – News or Noise?

Amid OpenAI's turbulence, Microsoft emerges resilient. Profiting from AI, their strategic moves secure long-term growth prospects.
+1
Jai Mirchandani
ELM Responsible Investments
Daily Report

The Match Out: Commodity markets weigh on ASX ahead of Thanksgiving

The daily Match Out for Thursday 23 November with James Gerrish of Market Matters.
AMP
ASB
NCK
+2
James Gerrish
Market Partners
Equities

Time for Australian equities investors to reassess Buffett’s advice

We revisit Buffett's advice for Australian equities investors in light of structural headwinds facing our big banks and mega miners.
Russel Chesler
VanEck
Equities

What will be the biggest selling drug of all-time?

We weigh the latest blockbuster weight-loss drugs against pharmaceuticals (and others) that have gone before
+3
Ted Alexander
BML Funds
Equities

The third ASX small cap big buy alert begins

Callum Newman of Fat Tail explains why Aussie small caps should lift out of their worst streak of underperformance in over two decades!
Callum Newman
Fat Tail Investment Research
Macro

RBA Governor Bullock: Australia has a "homegrown" inflation problem, more rate hikes are likely

At the Australian Business Economists' flagship event, Reserve Bank Governor Michele Bullock signalled the Bank may not be done yet.
Hans Lee
Livewire Markets
Macro

US revised UoM consumer confidence grew to 61.3, Germany’s flash manufacturing PMI rose to 42.3

Weekly Update | 24th November, 2023
BHP
RIO
+2
Hue Frame
Frame Funds Management
Views from the Top

Four emerging leaders in a market primed for growth

Emerging markets investor Daniel Graña discusses the opportunities available today.
Hans Lee
Livewire Markets
Daily Report

ASX 200 to rise, US markets closed for Thanksgiving + Charts of the Week

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

Modeling how German inflation might be easing with Indicio

Our economist examined price pressures in Europe’s economic engine.
Macrobond Financial
Macrobond Financial
Investment Theme

Real returns from Artificial Intelligence

The winners of the AI revolution
HUB
Damon Callaghan
ECP Asset Management
Views from the Top

2 high conviction mid caps (and one small cap on the rise)

Eley Griffiths Group's David Allingham shares why the firm is making a new foray into the mid-cap end of the market.
BLD
CAR
Ally Selby
Livewire Markets
Investment Theme

3 ways to take on a falling US dollar (or rising Australian dollar)

Position your portfolio to benefit from the depreciation of the US dollar and the rise of the Australian dollar.
+5
Arian Neiron
VanEck
Daily Report

The Match Out: Stocks ease on low volume

The daily Match Out for Wednesday 22 November with James Gerrish of Market Matters.
BUB
+5
James Gerrish
Market Partners
Daily Report

ASX 200 to fall, S&P 500 ticks higher despite Nvidia weakness + Lithium prices dip

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

The big questions from Fortescue's AGM

As many ask themselves (and management) what's going on inside the iron ore major, here's what brokers are saying
FMG
Glenn Freeman
Livewire Markets
Expert Insights

2 sectors facing headwinds as cash rates and inflation remain elevated

In this interview, KKR's Richard Schoenfeld outlines where he is seeing stress in the market today.
Ally Selby
Livewire Markets
Asset Allocation

Out of Office

What do people mean when they talk about investing in real assets? What makes owning a slice of a building or gas pipeline different from owning a slice of a bank or a...
Alex Cathcart
Drummond Capital Partners
Views from the Top

There is no wall of supply: Why the uranium opportunity is still in its infancy

When demand outstrips supply, prices only go one way - so what if demand outstrips supply for the next two decades?
Chris Conway
Livewire Markets
Equities

High conviction investing amid a downturn (and 2 stock examples)

Running a highly diverse portfolio isn’t the only successful way to invest, explains Lakehouse Capital’s Donny Buchanan
SDR
Glenn Freeman
Livewire Markets
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