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Investment Theme

This investment theme is broken, with US$34 trillion on the line

According to new research out of Boston College and Yale University, sustainable investing in its current form is broken.
David Thornton
Livewire Markets
Property

Why the Australian housing market has remained so resilient (and where we think it can go from here)

The present economic climate is a mixed bag, as contrasting factors pull the economy in different directions. On one hand, there are notable challenges that warrant...
Craig Schloeffel
HMC Capital
Private Markets

The cost of being too liquid

What is the illiquidity premium and how can investors and their advisors intelligently maximize their exposure to it?
Tony Davidow
Franklin Templeton
Equities

Three companies seizing the power of automation

We examine the role that organisational design; and automation play in positioning companies to create competitive advantage
+1
Francyne Mu
Franklin Templeton
Macro

Pain trade will persist

Higher long-term risk-free cash rates are going to create a protracted pain trade for risky assets.
Christopher Joye
Coolabah Capital
Expert Insights

Want double digit returns with nearly 100% downside protection? This may be the answer

"Full recoverability" is the standard FC Capital live by
David Thornton
Livewire Markets
Daily Report

The Match Out: FY24 starts on the front foot, the dogs are starting to bark!

The daily Match Out for Monday 3 July with James Gerrish of Market Matters.
BAP
CXL
+14
James Gerrish
Market Partners
Daily Report

ASX 200 flat + Macquarie shifts on the Big Four + Your guide to the July RBA meeting

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

The best time to invest in small caps is now

Fears of recession, a market correction and runaway inflation have caused small-cap stocks to materially underperform their large-cap cousins. Those same fears have...
Roger Montgomery
Montgomery Investment Management
Equities

To buy or not to buy

Marcus Watson, Managing Director. International Equity Team Richard Perrott, Executive Director, International Equity Team That is the question we believe all...
Bruno Paulson
Morgan Stanley IM
Funds

Listed managed investments - KKC announces boost to FY24 distribution and BTI benefits from company acquisitions

It was a relatively light month for news in the LMI market in June, as is often the case leading into earnings season. However, there were a few key new items that...
+3
Claire Aitchison
Independent Investment Research
Macro

June 2023 Podcasts: Dedollarisation, Wagner, NVIDIA and what is the RBA doing?

Below is a summary of the topics we covered on the Nucleus Investment Insights show this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Equities

The forgotten factor in selecting companies for this big investment theme

When it comes to analysing a company’s impact on the environment, it is important to look below the surface. Take Air Liquide, a global leader in industrial gases,...
+2
Justin Gray
Firetrail Investments
Buy Hold Sell

Buy Hold Sell: 2 big tech buys and the fundies debate the sector's next steps

The tech sector has had an amazing run. But are its days numbered?
360
DDR
DSE
+3
Buy Hold Sell
Livewire Markets
Daily Report

ASX 200 to rise + UBS' top healthcare picks

Get up to date on overnight market activity and the big events for the day.
ANN
COH
CSL
+3
The Morning Wrap
Livewire Markets
Macro

Charts of the Week - Foreign workers in Japan, equities’ waning appeal and disinflation

This week’s charts begin by visualising the steady increase in foreign workers hosted by historically immigration-averse Japan.
Macrobond Financial
Macrobond Financial
Education

Giselle Roux: The best investments for the next decade

And why she believes global growth will likely be challenged from here...
TCL
Ally Selby
Livewire Markets
Education

One of the all-time great ‘super bubbles’ has now burst

The economic environment has changed significantly over the past 18 months. Before this period, the environment was extremely favourable for stock and asset prices...
+1
Clay Smolinski
Clay Smolinski
Platinum
Macro

The equity and property investor's need-to-know guide on the risk of an Australian recession

Why the worry? What's the risk? What does it mean for investors? I'll help answer all of those questions in this wire.
Shane Oliver
AMP
Daily Report

The Match Out: ASX ends FY23 up more than 10% despite all the negativity!

The daily Match Out for Friday 30 June with James Gerrish of Market Matters.
BUB
DOW
FMG
+3
James Gerrish
Market Partners
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