popular wires

We believe that the emerging consumer is a key source of structural growth. Structural growth is important to our fund, because we believe structural growth is worth...

Auto Trader is the UK’s dominant online used car marketplace, connecting consumers with 13,000+ used car retailers as well as manufacturers and direct consumer to...

Another day of light volume through given school holidays - the market swinging around in a reasonable 43-point trading range, closing up but selling into the close...

Dacian Gold, sold down heavily last month after missing guidance, unveiled new production and financial forecasts this week. Analysts were impressed, noting there are...

In the last year, headwinds became crosswinds but what we all want to know is when will we see tailwinds in Australia, both in markets and financial services more...

In the past 18 months, there have been over 125 IPO's* land on the ASX boards; their average return to date is around +10%. Despite the modest overall return, more...

On July 2nd the RBA followed up on its 0.25% cut to the cash rate in the June meeting with a further 0.25% cut, taking the cash rate to 1.00%. At both cash rate...

If bond yields were the litmus test it would be easy to believe that inflation in most countries is at zero or below. Bonds should provide investors...

A volatile session for Aussie stocks today with strong buying in the morning session hitting a crescendo around 11.30am before sellers emerged / or more accurately,...

The Australian Focus List contains our top 13 stock picks across a diverse group of sectors including Diversified Financials, Software and Services, Internet,...

The RBA cut official interest rates for the second consecutive month last week. The objective is to reduce excess capacity in the labour market and generate inflation....

If you’ve been investing for a while, you’ve probably heard an investor say that ‘high quality management’ is one of the most important attributes of a potential...

We met with the senior company management of several of our portfolio holdings during the June quarter in both Australia and the UK. The key highlights of those...

Life can get busy, so in case you missed any gems, we've rounded up and summarised some of the most 'viral' stock wires on Livewire from the last quarter. These are...

The 20 June announcement by Caltex clearly caught the market by surprise, let’s look at the evolving landscape in Australian petrol retailing, the competitive dynamics...

It’s easy to become desensitised to the challenges facing others. We’re not living in their shoes, so we don’t experience their pain on a day to day basis. In a busy...

After starting 2019 with a decisively risk-on view in equities, global asset manager Aviva Investors has scaled back its preference for the asset class and taken its...

What do A2 Milk and Nine Entertainment have in common? They represent two key themes that Australian investors should focus on. These themes are: businesses with...

A begrudging sell-off played out today where the market looked weak at times before recovering late in the session to close only marginally lower. A ~40 point range on...

After all of the misconduct exposed at the Banking Royal Commission it is somewhat fashionable to bash the regulators for their shortcomings. That’s fair enough as...