popular wires

In the AFR this weekend I write that there has been a bit of chatter about “credit”—otherwise known as the bank and corporate bond market—becoming “the next quant...

Inflation. Love it or hate it, you really have to hate it, right? Well - not so fast. Wealth manager Credit Suisse points out that equities are historically the...

As we enter 2022 one business that we think is well-positioned to prosper even in the event of an inflationary environment is a company called Raiz. Raiz is a...

A softer day to end the week, though selling was pretty subdued from an index point of view. A weak lead from US markets weighed on stocks, particularly the tech...

When we assess returns and industry structure, we try to determine how we think a company can grow and why it will be able to effectively compete with other players...

In July this year I wrote “Zillow — could it be a 10-bagger?”. I presented an in-depth look at the US real estate market and the opportunity Zillow had to digitise...

Australian swap spreads are at their widest level since mid-2015, so what's going on? And what even is a swap spread for that matter? Matthew Johnson from Coolabah...

The lightning bolt of Afterpay might never strike again, but that shouldn't stop investors from seeking less dramatic multi-bagger businesses, says Merewether Capital...

And the imminent release of a government-funded ‘discovery’ hole is expected to put the spotlight on fellow Tennant Creek explorers Inca and Greenvale. Plus, RareX...

Value should beat Growth, stocks will continue to outperform, and balanced portfolios (the well-loved 60/40 split) remain highly efficient, says Morgan Stanley Wealth...

A fairly quiet session for the local market today with stocks consolidating yesterday's strong advance. There was very little in terms of company news flow nor was...

Regulatory uncertainty has been a material overhang for EML Payments’ (ASX:EML) share price since mid-May 2021, when the fintech first informed the market that the...

The idea that smaller, more agile boutique fund managers have an advantage when it comes to performance is nothing new.  Often, the more money a small, highly...

Investors don't need to worry that using sustainable strategies will cost them money, says Blackrock investment specialist Blair Hannon "There is certainly a common...

Macroeconomic worries weigh on investors as 2021 comes to a close and look set to continue well into 2022. The hottest topic has been inflation, which is running at a...

Some people don’t find the price-to-earnings ratio very useful in gauging the “investability” of companies. And this rings particularly true if you’re looking at the...

Crypto coins have been used to raise capital, but what if they could be used as an inventive to build engagement? Mark Roddy from Holon Global Investments has been...

The equity market is filled with lots of smart professional and amateur investors, all with good access to information, so it's little surprise that most companies are...

It was a bullish session for the Australian market today, on the back of another positive night overseas, although we took a while to get going initially. The SPI...

Growth is slowing, inflation pressures are building, but for companies with proven pricing power that also benefit from growth trends, inflation is nothing to fear. In...