popular wires

The co-founder and portfolio manager of Spheria Asset Management will be presenting at the sold out Livewire Live event this month.

By nature they’re sceptics, and at key junctures become contrarians. I show why they should disbelieve the orthodoxy – and why it matters.

How much of the AI hype is justified? And what is more important to investing: imagination or scepticism?

The daily Match Out for Tuesday 5 September 2023 with James Gerrish of Market Matters

Home bias is an understandable phenomenon as investors are often told to “stick to what they know”, and Australian investors have taken this sentiment to heart as...

In periods of margin compression, companies with dominant market positions typically shine. These are our picks.

In this episode, David Clark engages in a detailed discussion with Michael Lukin from Roc Partners about the intricate realm of private equity. Looking forward,...

Today’s RBA interest rate decision saw Philip Lowe announce a hold at 4.10% for the Australian cash rate.

With many economists still predicting a US recession, investors are justified in asking: “Why has US tech been soaring?”

Outgoing Reserve Bank governor Philip Lowe finished his tenure as he began by keeping rates on hold as inflation cools. With inflation past its peak, can we expect...

What's been driving uranium towards new highs?

It's not the prettiest month for ASX investors. Actually, it's historically been the worst. Could it be different this time round?

In 2018, Flight Centre Travel Group’s (ASX:FLT) share price was flying high and trading above $61.00. With 101.1 million shares on issue, the market capitalisation at...

ASX 200 futures are trading 18 points lower, down -0.25% as of 8:30 am AEST. S&P 500 SESSION CHART MARKETS S&P 500 finishes lower and at worst levels Weak...

Margin pressures from high interest rates, a weaker consumer and tight labour markets were key 2023 themes but these companies stand out.

Arguably the most significant lesson is that future Governors should intervene with monetary policy far less than he did.

More trading in each other’s currencies will likely come first.

Investors historically have always struggled with diversification, and it’s logical to wonder why it’s such a difficult goal to achieve. The hard truth, however, is...

Qantas shares are down around 15% since Joyce's sale and down 11% in the past month.

In this wire, I outline five pivotal moments from the soon-to-be ex-governor's time at the helm of the RBA.