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Daily Report

The Match Out: ASX falls ~3% in February as bond yields tickle multiple-year highs

The daily Match Out for Tuesday 28 February with Market Matters' James Gerrish.
ABC
BGA
+10
James Gerrish
Market Partners
Investment Theme

Four catalysts fuelling resurgent share markets

With cash levels at near all-time highs, a shift in sentiment could be all it takes to see share markets finish higher in 2023.
Kristiaan Rehder
Kardinia Capital
Reporting Season

Plenty of upside ahead for Woodside, even after a record result

The first earnings result since the BHP Petroleum merger was (understandably) messy and bolstered by high gas prices, but still impressive.
Glenn Freeman
Livewire Markets
Equities

The economy that's booming while most are slowing down

While many other major economies slow down, one emerging market could stand tall above the rest.
Dr Joseph Lai
Ox Capital
Equities

How to value: Equities

Considering a valuation model for equity total returns, and how that can help investors understand what they own or might want to own.
Max Pacella
Rest Super
Daily Report

S&P 500 falls 2.6% in February, gold and copper prices bounce, ASX 200 set to fall

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

This local monopoly player is making major moves offshore

We believe the positives heavily outweigh the negatives for this excellent business, as detailed below.
CAR
Bruce Williams
Elston Asset Management
Reporting Season

Is there value in ZIP shares at 51c?

Times are tough for the buy-now-pay-later space, but could ZIP turn it’s fortunes around? It’s a hard call for MarcusToday’s Henry Jennings.
SQ2
Z1P
Sara Allen
Livewire Markets
Education
Sponsored

High yield returns from Aussie bank bonds?

In December, Coolabah Capital Investments launched its new Floating-Rate High Yield strategy, which focuses on generating higher income than other traditional fixed...
Livewire Exclusive
Livewire Markets
Fixed Income

How much should I allocate to domestic versus global bonds?

Clive Smith takes a closer look at some of the factors determining an investor's preference for domestic versus global bonds.
Clive Smith
Equities

The new world order

A globally recognised cyber communications expert and former Chief Information Officer to the US president, Suzette Kent brings a world of experience to the realm of...
Barrenjoey Investment Management
Barrenjoey Investment Management
Daily Report

The Match Out: ASX falls to 6-week lows, Materials struggle, Downer (DOW) whacked

Markets @ Midday: Listen Here Local shares started the week on the back foot following a soft Friday night in the US. Inflation concerns picked up again after the...
DOW
FMG
+3
James Gerrish
Market Partners
Macro

The great housing crash has stalled, but is far from over

House prices have moved sideways in February due to seasonal factors that will be superseded by the RBA’s interest rate hammer...
Christopher Joye
Coolabah Capital
Equities

Record revenue for this dual-listed coal digger but can the good times roll on?

This ASX and Hong Kong-listed miner rides high on a record thermal coal price but key questions remain around its sustainability
Glenn Freeman
Livewire Markets
Education

Is now the right time to buy smaller companies?

Sometimes, the best opportunities are at the small end of the market.
Tim Richardson
Tim Richardson
Pengana Capital Group.
Property

The swing factor in house prices that no one is talking about

At CIM we believe all asset prices are driven by three factors: Fundamental: what is the intrinsic value of the asset? Technical: what is the supply/demand of the...
Pete Robinson
Challenger Investment Management
Education

Media Worth Consuming – February 2023

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

US markets give back early strength, Australia inflation preview, ASX 200 set to rise

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

The battle of the supermarkets is closer than ever, but one still stands out

Australia’s supermarket duopoly has had strong half-year earnings, and this could be their time to shine.
COL
WES
Sara Allen
Livewire Markets
Equities

8 key quotes from Warren Buffett’s famous annual letter

Warren Buffett's annual letter reveals Berkshire's 'secret sauce', throws shade at Joe Biden and takes a closer look at stock buybacks.
Kerry Sun
Livewire Markets
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