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There are probably few people better placed to comment on the prospect of mortgage stress than the founders of Brisbane-based Gryphon Capital. Who? I hear you ask....

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

Housing Market Risk: The US housing market is both better and worse than pre-financial crisis. On the one hand debt to income ratios have come down a lot — meaning...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

Liquidity is a fair-weather friend. It's there for the good times, but absent without leave when market volatility hits. For Chris Wallis, CIO at Vaughan Nelson...

As is often the case, the most important developments across financial markets this month are what is not shown through share price movements. On Monday morning, ANZ...

Funds management requires balance, between process and independent thinking. These two dimensions are not particularly compatible on the face of it but, if done...

We're entering a new age courtesy of technology. Personalisation and automation is the name of the game and it's going to be life-changing. But with technology...

I would have thought the economics field (which was so confident in secular stagnation) would be more vocal about the eventual return to 2% for US 10s, from rates...

As part of a counter-cyclical investment strategy, Centuria has secured a 50% investment in Perth’s well-known A-Grade office tower, “Allendale Square”. Perth has...

In this episode of Stocks Neat, I am joined by Alex Shevelev, Senior Analyst on the Forager Australian Shares Fund, to discuss the potential decline of consumer...

The FY22 earnings season wrapped up at August-end. The FY22 LIC and LIT Review looks at the LIC and LIT share/unit price and pre-tax NTA/NAV performance for the...

The docile bond market of the past 20+ years is gone. As many professional managers, allocators and advisors have been burned this past year, we expected...

A downbeat start to the new trading week with the ASX off more than 1%, although it wasn’t all bad news with some pockets of strength emerging as the day progressed...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

Inflation Headwinds Equity Markets Equity investors are acutely watching developments in inflation expectations and for good reason. Figure 1 outlines the reason...

Just because the macro environment is changing quickly, that doesn’t mean you have to turn your portfolio over regularly. Not if you have a long-term...

Welcome to part three, of our ‘super’ sector series of the Australian ASX300 excluding the ASX50 stocks. Over the coming weeks, Monique Rooney and I are going to be...

Share prices suddenly plummet. Interest rates are rising. Housing prices falling. Commodity prices at peaks. The headlines are painting a volatile picture of markets...

What is the Inflation Reduction Act? On 16 August 2022, President Biden signed the Inflation Reduction Act (IRA) into law having passed through Congress based on the...