popular wires

The RBA has provided clear signalling that in July it will move to a new form of open-ended quantitative easing (QE) at the current run-rate of $5 billion of bond...

Legendary but perhaps lesser-known investor David Swensen passed away earlier this month. Mr Swensen had been the CIO of the Yale University Endowment since 1985 – so...

Certainly, one of the biggest market thematics is a return of inflation. We are seeing the spike in housing prices, wage growth, and commodity prices - not to mention...

Local market started choppy before global trade buying pushed the market higher all day in relatively low turnover. Even a better than expected Q1 GDP growth data...

The medicinal cannabis industry is gaining significant momentum, however, still remains in the early stages of growth. Zelira Therapeutics recently reported record...

Blue-chip shares – everyone wants to own them. But what are they? And do the world’s largest technology companies – Facebook, Amazon, Apple, Netflix, Google (the...

In a followup to our last wire on lessons from 2020, Andrew Baume and I discuss some of the challenges for investing when everything is so expensive. Investors find...

With interest rates, inflation, and credit spreads still sitting close to record lows, the most important question for fixed income investors is how this could change...

Investing in China is an appealing concept - what's not to like? From Shenzhen to Shanghai, there's a veritable goldmine of stocks to choose from, a burgeoning middle...

The market has seen a small increase in fixed-rate mortgages from some of the banks. Is this the beginning of a tightening cycle and has the Australian consumer seen...

Given inflation is the most prominent theme in global investment markets, I wanted to provide some thought and insight into what the various outcomes of inflation...

One of the best check-and balances before making a buying or investment decision is to make sure the asset has been acquired at or below replacement cost. Base Land...

Along with rising commodity prices over recent months, the recent much higher than expected lift in United States consumer prices has heightened global market concern...

As more and more investors consider environmental, social and governance (ESG) factors when making investment decisions, it follows that these factors have the...

Inflation has emerged as the word on everyone's lips as economies reopen and stimulus continues to flow. But Jasmin Argyrou, portfolio manager and director at Credit...

We examine the relationship between ESG scores and investment performance and observe that there is a significantly stronger relationship between investment...

Having co-founded one of Australia's premier investment research and funds rating houses, Zenith Investment Partners' David Wright is truly one of the industry's most...

A product of grazing stock, Andrew Maple-Brown's father, Robert, grew up on the land and developed a lifelong appreciation for planning and foresight. Like his...

In the third episode of 'Direct from the Desk', I'm joined by Senior Analyst Aiden Bradley to take a deep dive into shipbuilder Austal (ASB). The company is one of...

TODAY'S TRADING HALTS Alpha HPA Limited (ASX: A4N) announced a placement to raise $45 million at an offer price of $0.55 per share. This is an 11.3% discount...