popular wires

Global inflationary pressures and interest rates have lifted notably so far this year thanks to strong demand and supply bottlenecks. Inflation appears likely to...

The global natural resources sector is generally considered to be highly cyclical, being sensitive to the economic backdrop, resulting in a strong temptation among...

For the last 12 months(1) , fixed-rate credit assets have missed the mark, but floating rate has faired better irrespective of credit quality*. Ares Australia...

Suddenly we’re all talking about inflation – particularly food inflation, which has been spurred on by the recent floods. This ‘new normal’ should play well for the...

Social considerations — the "S" in ESG — seem to be garnering more attention lately but also appear harder to measure than...

Despite its simple exterior, industrial property’s foundations, rooted in essential trades such as manufacturing, logistics and mining, have seen it through trying...

Credit markets often get lumped into monetary policy or bond market conversations. The broad-brush treatment is then applied. However, relative value can be found...

The growth trade has undoubtedly been the best trade over the last two years. Tesla is up over  1,400% in the last five years. FAANG stocks have become a go-to...

In case you missed it, Livewire's Ally Selby was joined by Nanuk's Peter Wilmshurst and Pella's Steven Glass for their thoughts on three companies daring to disrupt...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpick from around the web and post on Twitter. The purpose of this post is to add extra colour and...

US equities have fallen 14%-23% (S&P500 and NASDAQ) since we publicly revealed our bearish outlook on the market and many other correlated asset-classes, including...

In the AFR I write today about The Big Short (brief except only enclosed). Specifically, since late last year, we’ve had several contrarian views. First, US markets...

The makeup of the Australian stock market is probably best summarised in a three-word phrase: houses and holes. Last month, the major miners handed down their...

A garden variety share market in 2022? No chance. But the weirdest anomaly is in stockbrokers' recommendations. As of the end of April, total ratings among the seven...

For those who haven't heard of him, Rick Rieder is BlackRock's chief investment officer of global fixed income, head of the global asset allocation team, and chairman...

The local market copped its biggest hit since February today, falling to a 6-week low after the US market tumbled overnight. Yields were higher again, on the back of...

About seven years ago, Dave decided to explore the world of ethical and sustainable investment. Initially, it was just so he could better help a handful of clients...

If there is one word that can be used to describe this anonymous producer of your favourite finance show on the web, it's generous (or perhaps, extremely needy and...

For decades Nike has been a dominant force in sportswear. The global sportswear market is worth over US$350 billion in sales with the US market representing just...

For most markets and their participants, the extent central banks will move rates is currently the most relevant and important factor for investment decision making....