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Indicators of bank failures and how the Big Four are placed

There are lessons to be learned going forward, according to a new report from the Bank of International Settlements
+1
Kym Sheehan
Livewire Markets
Asset Allocation

How much cash are you holding in your portfolio right now?

In this wire, we speak to financial adviser to the ultra-wealthy, Charlie Viola, to learn how much cash you should be holding today.
Kym Sheehan
Livewire Markets
The Rules of Investing

Emma Fisher: Why it pays to be bullish (and the most outstanding idea on the ASX today)

Bears sound smart, but bulls make money. In fact, over the last 35 years, the total return of the ASX 200 was positive 80% of the time.
CSL
HLS
+7
The Rules of Investing
Livewire Markets
Investment Theme

Invest like Jeremy Grantham: 6 'quality' stocks and ETFs

Quality as an investing factor is enjoying its time in the sun given today's economic conditions. Here's how you can get exposure.
+3
Chris Conway
Livewire Markets
Signal or Noise

How to invest in a market full of confusing signals

Is this the start of a "financial accident" or a healthy, garden variety pullback? We aim to find out.
Hans Lee
Livewire Markets
Daily Report

The Match Out: ASX up, but Magellan (MFG) tanks on weak FUM

The daily Match Out for Friday 6 October 2023 with James Gerrish of Market Matters
GQG
+1
James Gerrish
Market Partners
Macro

Is it really 1987 all over again?

Market participants are making a lot of comparisons to 1987. But a lot has changed since those dark days.
Hans Lee
Livewire Markets
Fixed Income

RBA warns on high-risk debt default cycle and non-bank pain...

Central bank says "non-bank loan quality may come under pressure" while highlighting a spike in global defaults
Christopher Joye
Coolabah Capital
Equities

Insider Trades: Directors are buying shares in these 14 ASX small caps

Shares in the beleaguered software company Bravura might be turning a new leaf after a solid FY23 result and several insiders buys.
4DS
AMI
+10
Kerry Sun
Livewire Markets
Daily Report

The Match Out: Stocks bounce as bond yields ease

The daily Match Out for Thursday 5 October 2023 with James Gerrish of Market Matters
AD8
DXS
+14
James Gerrish
Market Partners
Funds

Listed Managed Investments - Pressure mounts on MGF

It was a relatively light month for news flow in September with reporting season finishing and many preparing for upcoming AGMs. However, there were a few key...
Claire Aitchison
Independent Investment Research
Fixed Income

Demystifying the inter-relationship between interest rates and credit spreads

Clive Smith takes a closer look at the relationship between credit spreads and interest rates.
Clive Smith
Equities

Investors should be excited, not fearful

'Higher for longer' is the consensus trade. But what if it's wrong? Where should contrarian investors be investing right now?
MQG
Greg Canavan
Fat Tail Investment Research
Equities

BHP not turning fickle on beaten-up nickel

Plus, Stavely flags its Kimberley nickel prospect next to IGO's hot hit, S2 to drill alongside Fosterville and CZR poised for iron ore DFS.
BHP
RIO
+2
Barry FitzGerald
Independent Journalist
Macro

Cash flows and the effectiveness of monetary policy

Higher interest rates have the same estimated effect on inflation in Australia, the euro area, and the USA.
Kieran Davies
Coolabah Capital
Daily Report

ASX 200 flat, S&P 500 claws back early losses + Is the oil rally over?

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

Forward looking vs backward looking return forecasts

Static expected return forecasts lead to harsher drawdowns. Forward-looking forecasts produce more resilient portfolios.
John Bilsel
Innova Asset Management
Macro

Japan has awoken and more things are going to get broken

5% short rates in the US are sucking global capital into the US and more things are going to get broken.
Mark Tinker
Toscafund HK Limited and Market Thinking Limited
Equities

Macquarie is adding risk with these 9 ASX stocks

Having taken a defensive view to date, the investment bank is now pulling in more risk and argues we’re in an expansionary phase.
ALQ
AUB
BAP
+6
Sara Allen
Livewire Markets
Expert Insights

Where investors can find enduring value in the energy transition

The world's most important mega-trend is full of opportunities.
David Thornton
Livewire Markets
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