popular wires

Now that the US Federal Reserve (Fed) has lifted off zero interest rates, and the Reserve Bank of Australia (RBA) is expected to follow suit in 2022, I felt it would...

The market was hit on open to trade down ~80pts however it ground back from 11am onwards to re-coup half of those declines, most support coming from the influential...

As we review the daily headlines chronicling the tug-of-war between inflation and interest rates, we are reminded what a difficult job macroeconomic investors have...

After March 2020, it isn’t too difficult to think of an investing environment that would give global equity investors sleepless nights. Outside of a global pandemic,...

Global MarketsGlobal equities consolidated last week after solid gains over the previous two weeks, with the most notable market movement being a sharp drop in oil...

2022 has continued to be challenging for global share markets with the MSCI World index set to post its weakest March quarter in over a decade. The drivers of this...

Monetary Policy from Tailwind to Headwind: Last year I counted 123 rate hikes across 41 central banks… meanwhile already so far this year I’ve counted 67 interest...

When Chinese vice premier Liu He speaks, the market evidently listens. In this wire, Tom Stevenson from Fidelity goes through the implications of his most recent...

The French presidential election is underway, with a first-round vote on Sunday 10 April and the run-off between the top two candidates on Sunday 24 April. In a likely...

There is a popular meme on crypto forums stating: “If you can’t handle the 20% drops, you don’t deserve the 600% gains.” Of course, in reality the potential for...

There’s an old joke about one person asking another how to get somewhere. The answer: “First off, I wouldn’t start from here.” That punchline works for an investor...

The Australian share market has had a stellar March, returning in excess of 5%. Calendar year to date, the S&P/ASX 200 Accumulation Index is one of the only developed...

The Russian invasion of Ukraine has thrown up a plethora of issues for European and global markets. This is mainly because Russia, like Australia, is heavily endowed...

The market was storming higher this morning to hit a 7573 peak before the RBA implied they had lost patience and would move sooner on rate hikes, another credibility...

In a recent Livewire podcast, Yarra Capital Management's Tim Toohey said if he had to own an asset for the next five years, it would be a basket of 10 quality...

An overview of how we invest at Lennox Capital Partners

Not too long ago, we asked two fund managers to name the best management teams in the business. This was in October last year, which now, at least to us, feels like a...

There are three key drivers to the global transition to a low-carbon economy that Rick Squire from Acorn Capital has been pointing to in recent years: Social pressure,...

Garry Edwards joins David in this episode to discuss his past experience as well as the AAM Diversified Agriculture Fund (ADAF), a strategy that targets a total return...

A fairly flat session to start the week with little direction at the index level although there were some decent moves under the hood. The fund managers were in focus...