popular wires

In less than 30 days we’ll cast our votes at the next Federal Election, to decide whether Anthony Albanese and the Australian Labor Party, or the incumbent Prime...

Long-term investing success depends on how you go at it, and how you stay at it. It involves a strategic framework and a philosophy, the setting of limits, and...

Life is often more unpredictable than we expect. Fires, pandemics, wars, and floods haven’t been ‘base-case’ scenarios for any supposedly ‘successful’ macro...

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color...

The data is showing it, central bankers are focusing on it and the community are feeling it at the fuel pump, the food aisle and through friendly conversations at...

Global markets had a rough time in the first quarter of 2022. It's no surprise, really - inflation is taking off, central banks are tightening or about to, and war is...

In the search for high-quality businesses that are undervalued, one of the richest hunting grounds is a ‘jewel in the crown’ scenario, whereby a great business is...

While it's become something of an investing trope that the first million is the hardest to make, it's true. In fact, the advisers featured in this episode say it can...

Bond markets in Australia have had a tough time of late. Bond yields have climbed briskly, fearing a patient Reserve Bank of Australia (RBA) might just need to play...

The market's multiple headwinds have forced several high-quality global businesses to valuations not seen since the COVID sell-off or the GFC.

Analysts are now revising the probability of a recession in the US. Last week, Goldman Sachs' Jan Hatzius upped the stakes - saying there is a 35% chance of a...

A tough session to end a softer week for the market with 80% of the ASX 200 finishing lower. We penned a note on Thursday titled: What are MM’s favourite defensive...

“Get back to basics” and “Don’t make mistakes” – easily said, often difficult in practise. But they're key for credit investors seeking to navigate the current...

In August last year, we highlighted that real estate (listed and direct) tends to outperform equities during periods of high inflation. We have previously cited the...

From Janus Henderson Investors, this is Research in Action. A podcast series that gives investors a behind-the-scenes look at the research and analysis used to shape...

This past month was notable in that it marked the two-year anniversary of the global spread of COVID-19, an external shock that generated one of the steepest...

Copper has not enjoyed the same hot run of other commodities like nickel and lithium. But according to resources guru Barry Fitzgerald the long term picture for the...

Ever thought a macro article would be compared to a horse race? Well, I have and in this case, it's central banks who are mingling behind the starting stalls for the...

It was a solid session for the ASX, finishing higher for a fifth straight session and again knocking on the door of new all-time highs. Most love was directed to the...

Convertible notes, with their debt-like security on the downside and equity-like capital growth potential on the upside offer a bespoke and asymmetric risk / return...