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Equities

Is this a major turning point for ASX-listed consumer stocks?

In this wire, I outline what's happening in the sector and how we are thinking about positioning looking ahead.
+2
David Moberley
ClearLife Capital
Macro

High inflation, low unemployment signal a high risk of US recession

High inflation and unsustainably low unemployment echo the inverted yield curve in signalling a high risk of a US recession.
Kieran Davies
Coolabah Capital
Equities

Beyond the sheets: Dissecting the downfall of a US retail giant

The consumer cycle is turning, creating a challenging operating environment for retailers and a period of volatility for investors. In this episode, Hannah Dickinson...
Magellan Investment Partners
Magellan Investment Partners
Equities

US debt ceiling crisis: What would happen if America defaults?

In this article, we take a closer look at the implications from the US debt ceiling debacle.
Stephen Bennie
Castle Point Funds
Buy Hold Sell

2 stocks facing headwinds (and the themes fundies are shorting in 2023)

In this episode, Perpetual Asset Management's Sean Roger and Sage Capital's Sean Fenton share their strategies to tackle markets in 2023.
360
AMC
CSL
+7
Buy Hold Sell
Livewire Markets
Daily Report

The Match Out: US Debt deal boosts market, Discretionary left behind

The local market was on the front foot early, jumping almost exactly +100pts/+1.4% on the open today following a tentative deal on the US debt ceiling. The ASX...
ALQ
IEL
LLL
+1
James Gerrish
Market Partners
Daily Report

ASX 200 to fall + Why Morgan Stanley thinks copper prices have found a floor

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

Meet Simon: He backed an ASX 10-bagger and retired at 43

Find out what this committed contrarian and Peter Lynch disciple's backing next, and other lessons, in this Meet The Investor profile.
PLS
+6
Glenn Freeman
Livewire Markets
Macro

Is Australia Risking a Debt Crisis?

Probably not – but high and rising debt will boost CPI and interest rates, and stifle GDP growth and investors’ returns.
Chris Leithner
Leithner & Company Ltd
Equities

Thinking small to win big

Conventional wisdom suggests that ‘time in the market’ is a less risky strategy than ‘timing the market’. Boom and gloom provide attractive entry and exit points but...
REA
Sinclair Currie
NovaPort Capital
Equities

Citi is buying stocks again (and it’s all thanks to AI)

Citi is leaning into the mega-cap tech trade despite openly admitting they are "modestly bearish".
+5
Hans Lee
Livewire Markets
Macro

The familiar story of sticky US inflation

US core inflation remains persistently high.
Kieran Davies
Coolabah Capital
Property

What is the right way to value unlisted property?

Unlisted asset valuations are a hot topic right now, thanks to APRA's magnifying glass. This fund aims for best practice valuation standards
Chris Conway
Livewire Markets
The Rules of Investing

Top stocks for today's markets (and why Jun Bei Liu believes the ASX will head higher in 2023)

The Tribeca Investment Partners portfolio manager is bullish despite RBA documents indicating an 80% likelihood of an Aussie recession.
JBH
+14
The Rules of Investing
Livewire Markets
Investment Theme

Berkshire Hathaway 2023 AGM – 5 Key Takeaways

This year's Berkshire Hathaway AGM reinforced the investing principles that we follow at NAOS. Here are our 5 takeaways from the event.
Nelson de Mestre
NAOS Asset Management
Expert Insights

How T. Rowe Price generates impactful alpha (and two stocks to prove it)

You don't need to sacrifice goodwill to get good returns. But you do need a defined process, says T. Rowe Price's Hari Balkrishna.
+1
Hans Lee
Livewire Markets
Property

The surprising trends emerging in real estate

In this podcast episode, I discuss the latest results from US reporting season, Quay’s current portfolio positioning, the opportunities in residential and...
Chris Bedingfield
Quay Global Investors
Daily Report

ASX 200 set to rally + Nasdaq and S&P 500 hit 9-month high on AI hype

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

Why are food input prices falling but grocery prices rising?

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

Media Worth Consuming – May 2023

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
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