popular wires

A rollercoaster ride for the ASX today, to trade in a huge 284pt/4.1% range, falling to levels not since April 1st last year. With the latest tumble the fall from the...

During the day, Tom is a fifth-generation farmer, working on the land. By night, he's an avid investor. While others may relax in front of the TV at the end of the...

Equities may just lose their shine in the second half of 2022, pens Crestone's Scott Haslem, who in this wire shares the key tactical asset allocation changes the...

2021 was a hot year for M&A activity as markets continued their COVID recovery and access to debt and equity capital increased. According to data from UBS, the...

Some of the share price action over the last month has been strange, to say the least. So we weren't entirely surprised when Netflix sold off a few days ago after...

Why do we keep talking about the prospect of higher interest rates? What sort of analytical support can we offer to evidence such a proposition? It's an important...

During his 2020 election campaign, President Biden made commitments to relieve the economic hardship being experienced by a rising percentage of the US population, as...

Can it be that parts of the credit market look attractive again? Firstly, daring to suggest any aspect of fixed income looks cheap at the moment is about as popular...

The U.S. 10-year Treasury note is arguably the most important bellwether of global financial markets, especially when it comes to inflation. If the market expects...

The RBA should continue to wind back the policy stimulus delivered during the pandemic when it meets next month. The RBA will stop buying government bonds and there is...

Investors are keenly focused on how policymakers will react to current levels of inflation. Will it subside without robust intervention (as supply chains overcome...

When it comes to global dividends, 2021 saw an almost a perfect reversal from 2020 when large dividend falls were seen, particularly across European countries during...

It was a tough day for the ASX with a negative lead from the futures market putting pressure on stocks early before a hotter than expected inflation read at 11.30 am...

Why this PE high-flyer could be the next Blackstone Alternative asset managers KKR, Blackstone, and Carlyle have been major winners for the Montaka funds over the...

Today in the U.S. we are in the fourth superbubble of the last hundred years. Previous equity superbubbles had a series of distinct features that individually are rare...

The ASX opened on the back foot this morning, hitting a low of 7086 / down -89 points on the ASX 200 shortly after the open. This followed the weakness in the US on...

Since 2014, banks have typically bought a large chunk of all new State government bond ("semi") issuance, with a peak of 49% in 2020. Our analysis suggests that as a...

Back in November we posted a wire on our short position in Peloton. The article discussed our valuation concerns and various headwind catalysts that supported our...

The stock market doesn’t view a calendar year any differently from all the other 365-day periods, but January is as good a time as any to look back and learn. If this...

Looking back at the extraordinary year of 2021, and towards the year ahead, three senior members of the Magellan investment team explain their approach to managing key...