popular wires

The Federal Reserve's recent about-face on interest rates – holding the federal funds target rate range to 2.25% to 2.50% following some very rocky markets and modest...

In the last edition of our Hype Cycle publication on 9 January 2019 we had to put ashes on our head for not having warned of the correction in the fourth quarter 2018....

Part of the research process at Regal is to filter sell side research for new ideas. Philip King, CIO at Regal Funds Management, says this process generates long ideas...

Leading global tutoring company Kip McGrath Education Centres Limited has recently opened a 'tutoring hub' in a Westfield centre for the first time. In this wire, we...

During his recent visit to Sydney, Kevin Charleston, Chairman, President and CEO of Loomis Sayles & Company, a Boston-based asset manager with $250 billion under...

Since the equity market lows in December 2018, investors have chased offshore earnings to escape falling house prices, weak consumer and business sentiment, and...

The path forward for equity markets will be dictated by a number of cross currents that we are well prepared for. April is a seasonally strong month for equities,...

As Tesla's share price comes under pressure, Part 1 of a two part series on Electric Vehicles details how manufacturers globally will see price falls for its main...

For the first time, the investment capabilities of Australia’s leading alternative investment manager, Regal Funds Management, are available to all investors. The...

No income, no asset loans are back in America. Inflated consumer credit scores are understating the risk American lenders are taking. Increasing credit card...

In the AFR today I reveal that very senior industry participants believe the RBA and APRA are considering a targeted alternative to a cut to the official cash rate,...

The Hayne Royal Commission brought into sharp focus the governance failures at the board level for many financial institutions. Prior to the release of the final...

A tsunami of new technology, new processes and new ideas is driving a period of innovation that is reimagining every industry globally. But just how do you value this...

The ASX drifted marginally lower today, pulling back from recent highs but not aggressively so. Most Asian markets were higher while US futures were pretty flat during...

A big thanks for the incredible interest in our Complexity Premia podcast! Please note that this is nerdy investment content, and not for retail punters. In this...

The MCP Income Opportunities Trust (ASX:MOT) is set to debut on the ASX today and is the latest in a growing pool of listed alternative income offerings. The MOT offer...

I have just returned from China, looking at how Australian goods such as infant formula are sold and marketed, given the strong Chinese demand for such products. Being...

What will the world look like in five years’ time? A difficult question to answer, but one that long-term equity investors must ask themselves every day. In 2014,...

China is a key economic partner for Australia, being our largest trading partner for both imports and exports. Whilst our commodity exports to China make up the...

It has been two months since we published our list of 10 potential surprises for 2019, which on the balance of probabilities, are unlikely to happen but shouldn’t be...