popular wires

I always judge the severity of any market theme by how often it crops up in conversation around the desk. And in truth, we don’t talk about negative yields at all.I...

Global MarketsGlobal equities ground higher again last week reflecting ongoing hopes with regard to US-China trade discussions, encouraging US earnings reports,...

What could go right? In this wire, I’m taking a break from pessimism. I want to play devil’s advocate and explore what could go right with economic growth and...

The team at Credit Suisse follow seven indicators to give them a read on the likelihood of a recession in the United States. Right now, only one of the seven...

The Australian Bureau of Statistics informs that the weighted average residential property price in the 8 capital cities has fallen for the sixth...

One of the current investment mantras at KKR is to ‘embrace complexity’. It sums up the global investment firm’s view that if assets are easy to access and easy to...

Afterpay (APT) has been one of Cyan's most successful investments, having risen 30 fold from our initial investment at the $1 IPO in April 2016 to our exit on the 9th...

We have discussed our Telstra investment view in earlier commentary and we don’t believe much has changed in relation to our long-term expectations. However, the most...

With rates drifting lower again, income investors are under greater pressure to find reliable income and the yield on equities looks more attractive than ever. So...

Today I write that the ACCC inquiry into the big banks, and the front book/back book fracas that reportedly precipitated it, are completely bogus. Let’s get a few...

The US and China are still talking about a trade deal, which is a positive outcome from last week’s meetings given the diplomatic tensions leading up to the meeting....

If someone asked you for your ten big predictions for the asset management industry in 2029, what would you give them? At the FT Asset Management conference in New...

The European Central Bank has cut its deposit rate from negative 0.4% to negative 0.5% and is restarting quantitative easing by buying debt at a rate of 20 billion...

The global search for yield has found its way to all corners of risk asset markets. Anything with a demonstrable short-term coupon has been bid up in price and bid...

In the first part of this series, we discussed the emergence of a new generation of Offshore Growers. So why have the Offshore Growers succeeded now when the past is...

Brief recap of what has transpired across the Australian share market since January: upon an initially tepid recovery from deeply oversold levels, equity markets put...

One of the core tenets of the Cooper Investors philosophy is ‘focused management’, and no manager is more focused than one who founded the company. In Asia, this is...

Our previous top growth pick, Carvana, has performed nicely, up to $74 from our initial purchase price at $36, after posting over 100% organic growth while...

Fixed interest is a broad universe, and Stuart Dear, Deputy Head of Fixed Income, Schroders Australia invests actively across the full spectrum. We caught up with...

When Hong Kong citizens took to the streets in March this year, most observers expected a short disruption to life in the city.After four months, police have fired off...