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Macro

De-dollarisation: the yuan’s use grows, but the greenback’s global role is proving to be stubborn

Our visualisations explore different roles of the global reserve currency.
Macrobond Financial
Macrobond Financial
Rapid Fire

The US$150 billion opportunity opening up to Australian investors

For Ares Management Corporation's Andrew Pike, it's all about the value-add that funds can bring to their clients.
Hans Lee
Livewire Markets
Education

Why the HVAC industry loves heat pumps

In February, we wrote about heat pumps and how WHEB invests in the technology1. But we aren’t the only ones interested in the topic. This month, I traveled to...
Ted Franks
Pengana Capital Group
Equities

Andrew Mitchell: "Get the earnings right and everything will look after itself"

Early starts, ground-level meetings, and Peter Lynch are the secrets to this small-cap investor's approach.
CDA
Hans Lee
Livewire Markets
Expert Insights

Why the outlook for (some) commercial real estate may be better than first thought

Despite multiple debt defaults in recent times, David Kruth of Dexus argues that not all commercial real estate will struggle.
Hans Lee
Livewire Markets
Equities

Protecting your wealth in inflationary times

Looking for companies with pricing power and strong balance sheets; but not at any price
TLS
Hugh Giddy
IML
Daily Report

The Match Out: Energy higher while the rest of the market struggles, Webjet (WEB) reports well

The ASX opened lower to start the day and there was little in the way of buying support for the rest of the session as the index rolled off another ~25pts intra-day....
FMG
LTR
+2
James Gerrish
Market Partners
Asset Allocation

5 ways to prepare your portfolio for an uncertain interest rate path

Pause, skip or hike? The US Fed's near-term path remains uncertain. And that leaves downside risk for investors in US equities.
Isaac Poole
Ascalon Capital
Daily Report

ASX 200 to fall + Goldman Sachs drops coverage of these 3 small caps

Get up to date on overnight market activity and the big events for the day.
ELD
RBL
The Morning Wrap
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 of the ASX's most shorted stocks (and 2 long-term buys)

In this episode, Sage Capital's Sean Fenton and Perpetual Asset Management's Sean Roger provide their analysis on five ASX-listed stocks.
APX
+7
Buy Hold Sell
Livewire Markets
Property

Australian home ownership peaked in 1966. How do we make property more affordable?

Rising prosperity and smashed avocado collide with the need to make properties more affordable.
Shane Oliver
AMP
Equities

The #1 factor that proves management believes its stock is cheap

Which signal proves that management genuinely believes it stock is cheap and what is the best current example?
Romano Sala Tenna
Katana Asset Management
Undiscovered Funds
Sponsored

How to access an under-researched segment of the market

Generating alpha in today's equity market means looking where others aren't.
Maroun Younes
Fidelity International
Equities

When it comes to equities, there is no hiding from the voting machine

Equity market volatility all but guarantees periods of very poor performance for even the best equity market managers.
Stephen Bennie
Castle Point Funds
Rapid Fire

The key characteristic this fundie looks for and 2 ASX stocks that fit the bill

Blackmore Capital's Marcus Bogdan is all about resilience, both in terms of his own experience and the investments he likes. Find out why.
BHP
CSL
+9
Chris Conway
Livewire Markets
Daily Report

The Match Out: Early optimism fades, ASX slides into the close

The daily Match Out report for Tuesday 23 May with Market Matters' James Gerrish.
PDN
+11
James Gerrish
Market Partners
Equities

Three ASX stocks to play healthcare's return to normalisation

Against a challenging economic backdrop, the Healthcare sector is well placed to deliver earnings growth in the coming years.
Nick Sladen
LSN Capital Partners
Equities

Insider Trades: 14 director buys including a Geoff Wilson spree (and 3 sells)

Directors of large-cap ASX companies made 17 transactions of their companies' own stock between 8-12 May
Glenn Freeman
Livewire Markets
Daily Report

ASX 200 to fall + Morgan Stanley's take on the Big Four Banks

Get up to date on overnight market activity and the big events for the day.
+1
The Morning Wrap
Livewire Markets
Undiscovered Funds
Sponsored

Proving a focus on ESG and outperformance are not mutually exclusive

Martin Currie has combined its value focus with sustainability, to deliver outperformance and an award winning fund.
ALQ
AMC
+16
Will Baylis
Will Baylis
ClearBridge Investments
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