popular wires

Today I explain why ANZ was nuts not to fully cut its lending rates in May; why it will be even harder for all banks to pass along the next RBA cut, which could come...

The ASX200 gained 24 points yesterday, taking the index within striking distance of this month’s 6403 high although we are still only in June’s first trading week....

After reading about where I’m seeing future problems for debt investments, it would be possible to think I’m pessimistic about the investment outlook for my clients....

This week the Aussie weakened a little against most major currencies but has held up against the US dollar. This is a decent performance given that it had to absorb...

Expanding on my wire on tax-loss selling earlier this week, in this wire, I look at the dynamics behind this phenomenon and nominate the 50 worst performing big-cap...

As expected the Reserve Bank of Australia (RBA) cut interest rates by 25 basis points on Tuesday, taking the cash rate to 1.25%. We take a look at the economic...

With the election out of the way and Labor's more disruptive reforms defeated, market sentiment has clearly taken a turn for the better. Looking ahead, the most likely...

Renewed market volatility has been unleashed again. This time in the wake of a single Sunday night tweet in early May. Trade talks between the US and China have broken...

The market edged higher again today – up around +20pts although it was a narrower move than yesterday with the resource sector a meaningful underperformer. BHP off ...

Recent lithium acquisitions provide see-through valuations for Pilbara which are well above its share price, fuelling talk about what it may get for its planned sale...

In space, no one can hear you scream – except for the residual howls of pain from investors in former ASX-listed market darling NewSat, which went broke in mid 2015...

Commercial Real Estate Debt is widely accepted as an asset class in the institutional and wholesale investment sector. Over the past ten years, Qualitas has created a...

Most direct property segments have solid fundamental support for valuations. Retail has been viewed as the exception. Landlords see many tenants under siege from the...

There are some wonderfully innovative and disruptive companies in the tech sector, but investors should always be aware that hype and momentum can drive company...

The market edged higher today, however gains were very lacklustre considering the +2% rally in US markets overnight. The ASX 200 peaked early on 6387, up ~55pts...

Where are the opportunities for active investors to add value when investing in smaller companies? And how does this differ from their peers investing in larger...

A resumption of US-China trade tensions saw global equities pull back in May, with the MSCI All-Country World Index declining by 5.7% in local currency terms. As seen...

In the last two weeks, EML has made two significant announcements - the acquisition of Flex-e-Card, and a multiyear contract with Smartgroup. Each of these...

The bond market has been telling us for a while all is not well with the US economy. An escalation in trade tensions between the US and China, the US and Europe, the...

Income helps provide a stable source of returns. Capital Group developed the Global High Income Opportunities strategy (GHIO) 20 years ago. Within this strategy, we...