popular wires

Both Australian Eagle and Montgomery have had a position in Macquarie Group (ASX:MQG) for some time. The positive view on the company would seem obvious given the...

If you've been noticing a little less cash in your wallet recently, it's very likely that inflation is to blame. For the 12 months until the end of September, the...

A takeover frenzy is currently underway on the ASX. In the Forager Australian Shares Fund, there have been four takeover offers in this financial year alone -...

In our latest interview for the Praemium Investment Leaders Series podcast, Praemium’s Damian Cilmi, Head of Investment Managers and Governance, interviewed Miriam...

During a once-in-a-century global pandemic perhaps counterintuitively one of the most affected sectors was the medical device manufacturers. Weighed down by...

The traditional wisdom is that retail investors are a skittish lot. One whiff of a market downturn and they’re outta there. Of course, we’ve seen in more recent...

Earlier this month we attended investor days for two stocks in completely different industries. They both operate in cyclical industries that are leveraged to the...

My two most recent wires (Recessions usually crush shares – but investors can always reduce their ravages, 31 October and How low could stocks go in 2023? 14 November)...

Local shares were soft to start the week as unrest in China hit sentiment for growth assets. Commodity-linked sectors were the hardest hit given the concerns around...

Plus, Goldman Sachs releases its top US equities sectors for 2023 - and they sure don't sound like soft landing sectors.

High energy costs coupled with better conditions for commodities will help cushion any negative impact on the Australian economy. Immigration and population growth are...

Throughout 2022, we have observed increases across all the major components of fixed income return (bond yields, swap spreads and credit premia) and this has made for...

There’s a hidden side to the property market previously only available to institutions, wholesale investors and banks. Finally, retail investors have started to gain...

Warren Buffett is no fan of airlines as an investment. He once wrote that “if a far-sighted capitalist had been present at Kitty Hawk, he would have done his...

Wishful thinking is not normally rewarded by the share market, mainly because it suggests a short-term investment horizon, and remember, great long-term returns from...

Falling markets are largely seen as a challenge for traditional asset class investors, though the interest in private market investments, such as leveraged buyout...

The Federal Reserve’s (Fed) mission to maintain credibility with its price-stability objective is helping to create the potential for the most attractive opportunity...

Perpetual Asset Management Australia’s team of analysts have spent much of 2022 running the rule over those ASX-listed companies that are likely to outperform in a...

Since Apple released its iPhone in June 2007, its share price has soared more than 3100%. So how can you identify the next great compounder?

Plus, two upgrades from Ord Minnett and Morgans. Our chart of the day probes the question - who is buying all the gold?