popular wires

Transitory was the macro word of 2021 as the Federal Reserve and other major central banks attempted to calm markets about the pace of inflation. Investors fought...

Nicola isn't exactly a hard nut to crack. She's wonderfully warm and genuine, openly sharing her story with this writer as if we had been friends for decades (and...

One of the 19 “Most Important Things” for Oaktree Capital’s famed co-founder Howard Marks (from his excellent 2011 book) is to have a sense of where we stand. “I...

Company earnings are forecast to drop off as we move past the post-COVID bounce back in markets. That means that outperformance will be harder, but not impossible,...

While sleep - or lack thereof - was already a major talking point in Australia before the pandemic (the government funded a national sleep study in 2018), things...

In a world saddled with inflation and the rate hikes that follow, equities and assets with long durations invariably suffer. Luckily, the investment universe is much...

March was a tough month for investors with equities, bonds, credit and even some haven currencies selling off dramatically. Global equities fell over 6%, US 10-year...

Profit margins determine how much money a business is making and represent the overall financial health of your business. It shows how much every revenue dollar is...

The local market had a strong rally early in the session, coming to within 8 points of the all-time high before 11AM. Strength in the financials sector early helped...

Last quarter we talked about the danger of following blindly (and reacting to) the ‘dominant narrative’ that is prevalent at any time in the market. However, there...

The recent deluge of rain on the East coast of Australia had devastating impacts. While the extent of the damage was unpredictably extreme, meteorologists knew...

Whether the US Federal Reserve moves interest rates half-a-dozen times in 2022 – or perhaps even more – one thing is certain: rates are heading higher. Just what...

What a start to the year we have had. It has been the worst on record for fixed income asset classes across investment grade, high yield and "safe haven" bonds (such...

It’s a never-ending ritual: many people hype current (and try to guess upcoming) national income statistics such as Gross Domestic Product – or heed those who do. The...

Matthew joins David to discuss his fund The Level 18 Fund, as well as his career to date. Matthew began his career as a finance journalist for the Sydney Morning...

It was a solid session for local stocks today, albeit a very quiet one with the market rallying early before treading water late in the day. Minutes from the RBA’s...

When things are looking gloomy we can be sure someone will tell us to be positive, to cheer up, to look on the bright side. Well, I've no time for mindless optimism....

Global Markets Higher bond yields and oil prices caused global equities to remain on the defensive last week, with further hawkish talk from the Federal Reserve,...

Global stocks struggled early in 2022 because investors were concerned about faster inflation, which has risen to its highest in four decades in the US, a record...

There are degrees of risk in equity markets – a long-established large-cap banking stock is (generally) less volatile than a micro-cap mining play – and there are...