popular wires

A strong session for the ASX today with most sectors in the green ahead of the budget tonight. Technology stocks followed their US counterparts higher while consumer...

Haven’t travelled in a while? Join Gareth Brown and I in Chicago for an episode of Stocks Neat, as we taste-test an American bourbon and recap our research trip in the...

Valuation Cohorts — The Upper Reaches of Expensiveness: This chart presents the price to book ratio picture across the industries/sub-industries that comprise the...

Investors in the Buy Now, Pay Later (BNPL) sector have continued to be pummelled since the announcement of the Afterpay-Square merger with share prices across the...

The rapid growth in Asian credit markets is presenting opportunities and mispricings not available in other markets anymore. In this interview, John Stover from...

There was one thing that PIMCO’s investment professionals immediately agreed upon when we gathered – mostly virtually again – for our recent quarterly Cyclical Forum:...

In this wire, 4D senior investment analyst Tasneef Rahman shows how volatile markets often give rise to the best investment opportunities. Investors can overreact to...

The ASX lost some steam today, peaking up +52 points early only to taper off into the afternoon session, plus it was hit hard in ‘the match out’ between 4pm and...

At Katana, we run highly diverse portfolios. In our main fund - the Katana Australian Equity Fund – we currently hold 54 stocks. We categorise opportunities into 3...

Central banks have begun the task of normalising interest rates from historically low levels. The reason? Inflation. After backing away from describing inflation as...

Our research indicates that issuance of state government debt is likely to be between $8bn and $16bn lower than the market expects in FY2023 (or 2022-23 in budget...

Volatility and noise in financial markets has increased markedly in the last month as a combination of geopolitical tensions and outbreak of inflationary expectations...

Global economies and financial markets are now entering the late stages of the business cycle. Fiscal stimulus has peaked and household purchasing power from savings...

At the latest Crestone Investment Forum, held on 22 February 2022, we asked panelists to share their views on the likely path of markets and the global economy in...

Jerome Powell's re-election as Federal Reserve chair late last year was a relief to investors, but a few short months later his credibility is now on the line. As...

Many listed companies that excelled on the back of pandemic lockdowns are also among the “biggest losers” of the growth stock selloff we’ve seen in 2022 so far –...

Looks like travel's back on the menu! Local and international borders are open again, and travel stocks are set to take off. In the wire below, Dominic Rose from...

For most people, it's been decades since they've had to deal with high inflation - if ever. But it's looking increasingly likely this will be the story of the years...

In a world where official rates are moving, or about to move up, there is a view that all fixed-income assets will provide declining returns. But Andrew Lockhart from...

My top five articles across the month are: Reliance Industries has outfoxed Amazon by taking employees and store leases from a nearly bankrupt Indian retailer. Supply...