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Macro

Never Laugh at Live Dragons

Dragons, a symbol of power and good fortune, have long been associated with China. Amid fears the post-Covid re-opening rally is over, foreign investors have been...
Tony Sutton
Sintra Capital
Fixed Income

Demystifying Interest Rate Duration

Clive Smith takes a closer look at some of the nuances associated with understanding interest rate duration.
Clive Smith
Macro

Will Big Tech save the day?

Key Points: • Global equities have performed well so far this calendar year, driven in large part by large cap tech companies. • This rally has been exceptionally...
Alex Cathcart
Drummond Capital Partners
Equities

China’s bid to scare off rare earths hopefuls unlikely to frighten Meteoric’s monster

And sold-off Centaurus, which has lots of nickel for lithium batteries, prepares for offtake talks which could reignite its share price.
BHP
+1
Barry FitzGerald
Independent Journalist
Rapid Fire

Volatility in small and micro-caps could be an opportunity. Here are 3 companies NovaPort likes

Small and micro-cap companies are notoriously volatile, but NovaPort Capital's Sinclair Currie argues a focus on quality is key to success.
BRG
CAA
+3
Sara Allen
Livewire Markets
Equities

45 ASX stocks have a P/E of under 10. These two are also up more than 60% in the past year.

The Market Index Low P/E stocks scan is designed to provide a rough guide on which stocks are “good value”.
ELD
+2
Hans Lee
Livewire Markets
Investment Theme

Electric vehicles: Part of the biggest investment theme of a generation

This reprisal of a widely read article from 18 months ago kicks off a three-part series on this game-changing investment theme.
AKE
IGO
LTR
+2
Glenn Freeman
Livewire Markets
Commodities

Car manufacturers in the fight for their life to secure raw materials

Former exploration geologist, turned mining analyst James Cooper outlines the problems facing the 'smooth' transition to renewables.
IGO
PLS
James Cooper
Fat Tail Investment Research
Expert Insights

Two sectors (and two stocks) that can help enhance your property returns

Real estate stocks are a tough ask for investors that are wary of a global recession - unless you know where to look.
Hans Lee
Livewire Markets
Expert Insights

Why the time is now for investing in this theme and three stocks to get on board

The energy crisis was a catalyst in many ways for energy investing so what do investors need to keep in mind?
Sara Allen
Livewire Markets
Daily Report

The Match Out: ASX tumbles into the end of May, BOQ in trouble with the regulators, CPI higher than expected

The daily Match Out report for Wednesday 31 May with Market Matters' James Gerrish
+2
James Gerrish
Market Partners
Equities

Is growth back, or is this a trap?

Recession fears and Fed pivot expectations have investors crowding back into mega-cap tech, but are these companies becoming more cyclical?
+4
Alison Savas
Alison Savas
Antipodes
Daily Report

ASX 200 to fall + S&P 500 lower as US debt ceiling clears first hurdle

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

3 commodity plays among UBS's top China picks

The electric vehicle theme underpins the investment bank's preferences, which persists despite the nation's underwhelming reopening rebound.
Glenn Freeman
Livewire Markets
Undiscovered Funds

The asset class tipped to deliver across each investment stage – buy, hold AND sell

Poised to outperform public markets over the longer term, this asset class is "structurally advantaged," according to Neuberger Berman.
Glenn Freeman
Livewire Markets
Daily Report

The Match Out: ASX flatlines with lack of direction, Strategy Day galore for industrials

The daily Match Out report for Tuesday 30 May with Market Matters' James Gerrish.
ALQ
CGF
+9
James Gerrish
Market Partners
Daily Report

ASX 200 to fall + Why iron ore prices are expected to weaken

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

The big share market anomaly in a tough global economy

Despite any number of economists expecting downturns, major share markets have generally been up over the past six or so months
Dan Farmer
MLC Asset Management
Expert Insights

The $50 trillion opportunity Munro is chasing

Munro Partners focuses on investing in companies it sees as growing faster than the market expects. This is the theme they're hunting in now
+2
Chris Conway
Livewire Markets
Investment Theme

Put your money where Berkshire Hathaway has more than US$100 bn

In the current macroeconomic environment, identifying an investment with consistent returns can be difficult to pinpoint. Markets remain volatile, with the recent...
Arian Neiron
VanEck
8701-8720 of 39082
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