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It's been 11 months since this portfolio manager invested in Pilbara Minerals and Lynas. This is what’s next

Eiger Capital's Stephen Wood reluctantly sold out of his position in PLS after it rose to large-cap status. Here, he names a new contender.
BHP
FMG
+5
Ally Selby
Livewire Markets
Equities

A messy oeuvre

Prior to 2020, low inflation, moderate deficits and easy monetary policy drove investment returns for an extended period. From 2021, the dominoes progressively fell;...
ADH
AX1
BLD
+1
Schroders Australia
Schroders
Equities

Picks and Shovels in the AI Era

The Fairlight investment strategy avoids investing in early-stage technology companies given the large range of outcomes when forecasting future cash flows. This...
Alvise Peggion, CFA
Fairlight Asset Management
Income

The secrets to this fundie's 7-year winning streak will surprise you

For years, conventional fixed income struggled to pay rates. But Manning Asset Management continues to beat the crowd.
Hans Lee
Livewire Markets
Daily Report

The Match Out: ASX up, Dominoes (DMP) down on weak trading update, Register for the Resources Webinar

The Match Out for Tuesday 13 June with James Gerrish of Market Matters.
APX
FMG
+2
James Gerrish
Market Partners
Commodities

A turnaround for graphite is brewing: Which ASX miners should you be watching?

Graphite prices have more or less gone nowhere for the past decade. But here's why a breakout is brewing for the unloved battery metal.
EGR
+5
Kerry Sun
Livewire Markets
Asset Allocation

Adding Value through Dynamic Asset Allocation (DAA)

Investing can be like sailing: we know the destination, but we still need to navigate through the journey. Dynamic Asset Allocation can help
Max Pacella
Rest Super
Equities

The AI Revolution: Addressing 10 Vital Questions for Investors

The ChatGPT buzz has focused investors on how to best profit from AI. But it also raises serious qns about the socio-economic impacts of AI.
Andrew Macken
Montaka Global Investments
Asset Allocation

The Aftershock Economy

Ongoing disruption has defined the first three years of this decade and will remain a new reality that investors need to recognise
PIMCO .
PIMCO
Macro

Why the cash rate could hit 5pc before the RBA is done

With labour costs, not profits, the biggest driver of inflation, the RBA will have to go higher to crush Australia’s wage-price spiral.
Christopher Joye
Coolabah Capital
Daily Report

ASX 200 to rise + The Fed is set to pause as US inflation cools to 2-year lows

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

Chris Joye - Cash is king

In this episode, David is joined once again by Chris Joye, Chief Investment Officer at Coolabah Capital. They discuss the current state and future of various asset...
David Clark
Koda Capital
Rapid Fire

He backed Pilbara, Mineral Resources, and WiseTech. He's now backing these stocks

Pendal's Brenton Saunders has a knack for finding mid-caps that end up becoming large caps. He tells us how he does it.
AKE
CAR
+11
Hans Lee
Livewire Markets
Equities

Don't let hope get in the way of sound investment decisions

For the last 27 years I have been trundling back and forth on a little commuter train across the iconic Forth Bridge from Fife to Edinburgh on my daily journey to...
+2
Iain Fulton
Yarra Capital Management
Equities

ASX tech stocks: Broker views and Morningstar’s top pick

Tech stocks have bounced back following last year's selloff. But what comes next for the sector?
NXT
TNE
+4
Glenn Freeman
Livewire Markets
Daily Report

ASX 200 to rise + What's next for the S&P 500 after closing at a 14 month high

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

Why the commodities rally may not last much longer (and what it means for ASX materials stocks)

The ASX materials index is up marginally so far in 2023, but UBS says downside may be on the horizon.
BHP
FMG
+2
Hans Lee
Livewire Markets
Macro

Central bank balance sheets, retirees and the big three Aussie exports

This week’s charts begin by examining the relationship between central banks’ balance sheets and stocks.
Macrobond Financial
Macrobond Financial
Property

Is now a good time to buy a house?

House prices have fallen so many investors might be wondering if it's time to find a bargain. I asked three experts for their insights.
Sara Allen
Livewire Markets
Equities

AI is the new kingmaker

Investors had better not fall into the "AI is but a temporary bubble" trap, because tomorrow's future is about to be rewritten.
AMA
APX
NXT
+2
Rudi Filapek-Vandyck
FNArena
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