popular wires

The circular economy refers to a shift away from the typical linear model of production - > consumption -> discard, to an economy where the end-of-life use can be...

Fed sweet spot indicator: Rate hikes, all else equal, tend to be bad for risk assets in that it incrementally removes monetary tailwinds, raises the discount rate...

Having been caught up in the recent tech sell-off, a global market leader is now looking alluringly cheap. That's according to Market Matters' James Gerrish, who on...

"Experts" are mostly overconfident, and overconfidence retards investment returns. Today's fervour portends losses and disillusion.

JB Hi-Fi has on Monday announced a $250 million off-market buyback along with some strong results with sales maintaining the high levels achieved last year. Off-market...

There was some nervousness this morning following a big weekend of negative news around the potential Ukraine invasion, no doubt amplified by many of us forgetting...

Livewire's Meg Kerr recently covered Pinnacle Investment Management's Global Equities Forum. In this wire, you'll find out why Antipodes and Spheria believe now is the...

IDP Education's (ASX: IEL) half-year results came in below market expectations. However, the company has a solid pipeline of leads and, with borders reopening, the...

How many New Year’s resolutions have you already consigned to the dust bin? If the answer is none, I’m guessing that’s probably because you learned long ago that it’s...

The new year still feels new but share markets haven’t been partying. Jitters on Wall Street, with ripple effects to other share markets, have raised questions about...

Over the next few years, we could see electric vehicle (EV) penetration increase to 70% in Europe and China, and around 50% in the US, as government incentives and...

The healthcare sector has dominated the news cycle thanks to the COVID-19 pandemic. But while almost everyone has the big drug conglomerates such as Pfizer etched in...

Bell Potter analyst Hayden Nicholson provides helpful insight on how investors can best unlock value in options/convertible securities in the listed investment company...

The best businesses didn’t navigate through one challenge over 2020 and 2021 only to get floored by the next. They powered through all of them. This tells us that...

Investing involves risk. This is true of any investible asset, whether they're the latest “meme stocks”, government bonds, or equities in defensive sectors such as...

In the AFR on Friday I wrote that blockbuster inflation data overnight has forced markets to converge with our expectation for 6-7 hikes from the US Federal Reserve in...

We’ve previously published bottom-up technical notes on Aussie bank demand for government bonds, which is akin to a new form of quantitative easing or QE (replacing...

Followers of Surrey Asset Management would understand that Environmental, Social and Governance (ESG) is an essential part of our investment process. We don’t just...

Suncorp and IAG delivered results last week that were ahead of market expectations, underpinned by strong written premium and volume growth despite La Nina and...

In an inflationary environment with rising interest rates, our focus has turned to which stocks and sub-sectors are best placed to maintain their pricing power and...