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In Australia, and across the world, markets are being shaped by a number of new forces. There have clearly been significant shifts from the pandemic recovery,...

In calendar 2020, the US Treasury issued US$4.4 trillion of new debt to both undertake and fund its “rescue and recovery” plan for the US economy. Of the bonds that...

Jock! Start the Engine! The longer the rout in global bond markets continues, the more difficult it will become for central banks to control. We continue to...

Local market started positive for an hour and then rolled over and fell all day to a negative day. Resources and Financials were under the pump while Tech and Health...

Bond markets were on the back foot in February, in a material way, as global positions were liquidated challenging Central Banks in a way we have rarely seen since the...

RBA Governor Lowe delivered a very important speech yesterday on “The recovery, investment and monetary policy” at the AFR's business review conference. Arguably the...

We spoke about the rotation to value some months ago, and while the momentum is currently growing, I thought it was worth sharing in the video below how we at Talaria...

While there has been a recent resurgence in some cyclical sectors like mining and energy on the back of the ‘reflation thematic’, we believe the longer-term outlook...

Rising inflation means retirees may need to accumulate more assets at retirement than they are expecting, and zero interest rates are exacerbating the problem....

Dwarfing the previous commodity supercycle, the decarbonisation thematic is driving long-term demand not only for iron ore but also copper, lithium, manganese, cobalt...

Livewire Markets joins International Women's Day in celebrating the social, economic, cultural and political achievements of women. As part of our coverage, we're...

In the words of Curb Your Enthusiasm and Seinfeld creator Larry David, there is no denying that February's reporting season was Pretty, pretty ... pretty good. Nearly...

Well, that's a wrap on reporting season, and what a boomer of a season it was. Data provided by FNArena shows that February 2021 had the lowest percentage of companies...

Local market started strong again on US lead and lost the momentum and faded to finish a positive day. US market was a mixed bag overnight with DOW and RUSSELL up...

In the February 2021 monthly update for the Platinum International Fund, we noted that: “When we look at long term (i.e. 35 years) valuation analysis, relative to...

Falling bond rates have helped propel the prices of long-duration assets – like shares, housing and gold – as well as speculative "assets" like cryptocurrency. But, if...

Management team changes can be typically disruptive for companies, often because it may further compound the already challenging position that led to the original need...

Most employers would like to think that their workers are champing at the bit to return to more normal conditions after a bout of pandemic-induced soul-searching about...

Local market started strong positive on US lead but lost the momentum and faded to finish a positive day. It was the same old story in recent weeks. Rising USD and...

Consolidation and the effect of COVID-19 have made many industries ripe for takeovers. While some took place during 2020, there are more to come in 2021. While logic...