popular wires

Trade wars. Tariffs. Quantitative easing and modern monetary policy. Rate cuts. Bond yields breaching new lows. The AUD hitting its lowest level against the USD in a...

Urs Wietlisbach, Partner & Co-Founder of Partners Group, says the biggest difference between public and private markets is that the returns are better in private...

Following this week's global share-market rout, Saxo Capital Markets Australia Market Strategist Eleanor Creagh said that global markets remain vulnerable to a...

The latest episode of our Complexity Premia podcast is live and it is a big one! We discuss: what happened in bond markets in July and August; why the world’s best...

Negative bond yields, Trump’s Trade War, and protests in Hong Kong have stolen all the headlines in recent months, but (relatively) quietly, a bottom has been forming...

The plunge in both short-term and long-term interest rates has sparked a debate about how other asset classes respond, including equities. In the wire below, I outline...

The price action of a company on the day it reports is a strong indicator of where investor expectations were sitting. Strong share price performance on the day of...

This week’s dramatic market sell-off prompted a number of scary headlines. While correct, they are often taken out of context. FactSet tells me that the market...

Of all the arguments for why people should be very careful about writing off value as an investment strategy, perhaps the most compelling concerns the humble...

Today I argue that Magellan will revolutionise the LIC/LIT market with its shift to a commission-free distribution model that we had long advocated and which is...

We recap some of the profit reporting season highlights from the past week Commonwealth Bank of Australia, Suncorp Group, Insurance Australia Group, Bendigo and...

A big week of reporting / market turmoil as the newspapers would call it with global equity markets taking a hit. Concerns around an inverted yield curve, more Trump...

Our Montaka and Montgomery Global strategies continue to own Challenger (ASX: CGF), Australia’s leading annuities provider. Readers will surely be aware that...

Welcome to the FNArena Reporting Season Monitor for the August result season 2019. The Monitor reports ratings and consensus price target changes, along with brief...

More EVs and more nickel in each of them will drive nickel demand through the roof, says the head of BHP’s Nickel West arm. His forecast is great news for those...

Telstra's earnings downgrade cycle has turned. Following several periods of lowering guidance and missing expectations, TLS has delivered a full year of earnings at...

Slowing organic revenue growth and a cautionary outlook statement from Cleanaway (CWY) has garnered the market’s attention today. Organic revenue growth slowed from...

Woodside's result was slightly weaker from an earnings perspective on the back of increased costs from the extended Pluto shutdown which took longer to restart. This...

Shares of packaging solutions company Orora Limited (ASX:ORA) have fallen more than 17% on today's earnings announcement. In this wire, we look at why the share...

Investors don’t have to look too far into the past to find stocks that were the cause of major structural disruptions. A recent example is of course Apple, a...