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Daily Report

The Match Out: Local shares show some ticker, Megaport (MP1) burns shorts

The daily Match Out report for Tuesday 11 July from Market Matters' James Gerrish.
APA
CNU
+5
James Gerrish
Market Partners
Education

Howard Marks’ 5 biggest market calls – and 7 tips on how he made them

The Oaktree Capital founder and committed contrarian discusses macro forecasting and powerful lessons from his previous calls
Glenn Freeman
Livewire Markets
Income
Sponsored

How we are meeting property developer demand in the age of the "slow no"

The commercial real estate debt market is growing fast. Find out how you can gain access and take advantage.
Craig Schloeffel
HMC Capital
Equities

Where the fundies have lithium all wrong

Despite compelling evidence, fund managers continue to ignore, and as a result heavily discount, lithium brine projects.
BPT
+25
Luke Laretive
Seneca Financial Solutions
Macro

Latest podcast interview: Winners and losers in FY23 and best opportunities for returns for FY24...

Have a listen to the latest punchy episode of our Complexity Premia podcast....
Christopher Joye
Coolabah Capital
Macro

Will inflation end with a bang?

In recent months we have been cautious about the outlook for 2023. That’s because Central Banks are fighting inflation by using higher interest rates to increase the...
CSL
WOR
Leon de Wet
Elston Asset Management
Daily Report

ASX 200 to rise + JPMorgan's game plan for CPI data

Get up to date on overnight market activity and the big events for the day.
BOE
BPT
PDN
+1
The Morning Wrap
Livewire Markets
Macro

Can China export deflation to the rest of the world?

In a world in where much of the world is grappling with inflation, it might seem strange that inflation is virtually non-existent in China. In fact, in data released...
Janu Chan
Bitesized Economics
Equities

FY23 fund returns: When details and context matter

When reporting on 12 month investment returns, the starting point is as important as the finish line, a fact investors should not ignore.
Rudi Filapek-Vandyck
FNArena
Equities

5 underperforming small-caps of FY23 – and what the brokers make of them

A handful of the worst performing ASX 300 (ex-100) stocks of the last financial year
ARF
ELD
+2
Glenn Freeman
Livewire Markets
Equities

The top performing global equity funds for FY22/23

Most global equity funds started in the red but had strong gains in the final six months of the 2022-2023 financial year.
+21
Sara Allen
Livewire Markets
Equities

Spirax Sarco: A business we hold in high esteem

A common misconception we encounter in discussions with our investors relates to the apparent incongruence between the small cap nature of the Fund and the quality...
Will Dowd, CFA
Fairlight Asset Management
Macro

Ozempic comes for the ERP

Risk premia are getting thin, again.
David Berthon-Jones
Aequitas Investment Partners
Funds

Will the LIV Golf/PGA merger go ahead? This fund manager doesn't think so...

In this episode, David Clark chats with return guest David Witkin, the founder of Beryl Capital Management. They discuss merger arbitrage and event-driven investing,...
David Clark
Koda Capital
Rapid Fire

Fidelity's high conviction picks for disinflation and reflationary times

Investors have reaped the rewards of mining and big banks in the past, but Fidelity's Casey Mclean thinks tougher times are ahead.
CAR
CSL
Sara Allen
Livewire Markets
Equities

All budding investments begin with an element of discomfort

Some of the best ideas start out as uncomfortable ones. Our latest one is a good example of this.
LLC
Simon Mawhinney
Allan Gray
Expert Insights

This private debt fund is plugging the gap left by the Big 4

... and it's a $2 billion gap, at that.
David Thornton
Livewire Markets
Daily Report

The Match Out: ASX slumps further, Ardent (ALG) impresses, and Strandline (STA) disappoints

The daily Match Out for Monday 10 July with James Gerrish of Market Matters.
GQG
James Gerrish
Market Partners
Income

Livewire readers’ top 10 dividend stocks (and 10 more that are underappreciated)

Find out which ASX-listed companies Livewire readers prize most highly for income generation and others that are widely overlooked.
BHP
MQG
David Thornton
Livewire Markets
Property

How to buy a property with your superannuation

The great Australian dream may be taking a beating with high property prices and rising interest rates, so could tapping super do the trick?
Sara Allen
Livewire Markets
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