Future Generation 2018: Stock idea snapshot

Alex Cowie

We heard from 11 of the market’s top fund managers yesterday at the Future Generation Investment Forum, with each offering at least one stock idea. If you missed it, we have summarised the key points from each presentation below and included the link to the recording. Show More

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Key stocks and ideas from the WAM presentation

Patrick Poke

Wilson Asset Management held their shareholder presentation in Sydney today. Chris Stott, Catriona Burns, and Matt Haupt all took the stage this morning to share their view on the markets, their top themes, and a few stock ideas. Here are the highlights. Show More

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The Royal Commission opens Pandora’s box

Schroders Australia

The Royal Commission has shown banking, financial advice, and mortgage broking to be sorely lacking on the basics of looking after the customer. It seems that incentives to lend more money and charge more fees were somewhat more powerful than those aimed at improving customer wellbeing. Show More


ASX 200 puts on 3.88% in April - best month in the last 7

James Gerrish

The local market continued on its bullish tilt today to end the month with the ASX 200 trading just 9pts below the psychological 6000 mark – up +29pts on the session or +0.49% to close at 5982. Banks seeing some further respite with the big 4 accounting for +10 index... Show More


AMP: Breaking the Cycle

Chad Slater

The AFR called me on Friday for some thoughts on the AMP debacle - and let’s be clear, last week was nothing short of a debacle for AMP. I gave my opinion that, according to the Responsible Investment Association Australasia (RIAA), 44% of institutional investors say they incorporate ESG in... Show More


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Sticky fingers in many pies

Hugh Dive

The business of wealth management has been put under the microscope over the past month with the Royal Commission into the financial services industry. In March, the Commission focused on misdeeds in consumer lending and for the next two weeks in April it will be concerned with transgressions around financial... Show More


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Pricing growth: Why simple doesn't work

Alex Pollak

In the twelve months to Monday of this week, the S&P500 index is up 15.02%, while Alibaba is up 80%, Google is up 29.3%, Amazon is up 71% and Apple is up 24%. By contrast, Exxon is down 5.6%, Coke is up 7.6% and General Motors is up 11%. To... Show More


FNArena Reporting Season Monitor: Week 1 - February 2018

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the February result season 2018. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of the 300+ stocks. Week 1 is now available with coverage of 30 stocks. Show More

What Mattered Today; NAB rallies on decent trading update

James Gerrish

Another calmer day for Aussie stocks with the market having bouts of indecision in early trade before buyers settled in and pushed the index up throughout the afternoon – a decent close near the session highs with the Telco stocks doing most of the heavy lifting. On the flipside, we... Show More


First Impressions from Reporting: AGL, AMP, TAH and MGR

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including AGL Energy (AGL), AMP (AMP), Tabcorp Holdings (TAH) and Mirvac Group (MGR) with links through to more detailed reports. Show More

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February 2018 Reporting Season Calendar

Bell Potter

The Bell Potter reporting calendar covers over 200 companies reporting this February, with key dates, NPAT (consensus and Bell Potter/Citi estimates) and analyst recommendations. The first week kicks off with 18 companies reporting including some big names like CBA, RIO, AMP and REA. Access our updated reporting calendar here: View... Show More

Buy Hold Sell: Financials - old vs new

Buy Hold Sell

Financials are at a crossroads. On the one hand, banks and insurance companies are set to benefit from recovering global growth and higher interest rates. However, many financials face increasing competition from fintech disruptors, often backed by the world’s largest technology companies such as Alipay, Apple Pay, and Ant Financial. Show More

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Direct from the Desk: Macquarie Group, ANZ and AMP

James Gerrish

Macquarie Group (MQG) have updated the market this morning with a good set of numbers. Here is a quick overview along with my views on ANZ's result from yesterday, and AMP's fund update this morning. Show More


Where to find opportunities in large companies

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

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Skamvougeras: 6 market insights for Livewire readers

Perpetual Limited

Is Amazon a threat to Woolworths? Can active managers deliver value in large-cap shares? And where are the most defensive earnings on the ASX? Following our quarterly investor update, Perpetual's Head of Equities, Paul Skamvougeras, answered a range of questions from Livewire's editors on current market issues. Show More

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AMP clear as mud on capital allocation

Watermark Funds Management

Somehow between 25 May and 10 August AMP managed to lose $800m of excess capital down the back of the couch. On Thursday, In an otherwise unremarkable set of full-year results, AMP announced to the market the good news that it had undertaken a reinsurance deal with Munich Re which... Show More

ASX:AMP August 2017 Reporting Season

3 stocks that exceeded expectations and 1 that missed

Livewire Exclusive

As reporting season picks up pace, each week Livewire will ask a different panel of Managers for THE standout result of the week. Read on for two small-cap healthcare stocks, and a global funds business. Responses from Dean Fergie, Cyan Investment; John Murray, Perennial Value; and Simon Shields, Monash Investors. Show More

ASX:AMP ASX:CAJ ASX:PGC ASX:JHG August 2017 Reporting Season

AMP Half Year Result: AMP headline profit falls but underlying result meets expectations


AMP has reported a 15% drop in first-half net profit to $445 million from $523 million a year earlier. In underlying terms - a measure which removes the impact of one off events and focusses on the underlying performance of the business - profit rose by 4% to $533 million,... Show More

earnings profit ASX:AMP AMP Tom Piotrowksi

AMP remains oversold

Morgans Financial Limited

We feel AMP has a very low hurdle level to re-rate from here. We think this will happen as the market becomes more comfortable that Wealth Protection earnings have been fully rebased and the Wealth Management performance improves post recent volatility. We make no changes to our forecast and share... Show More


CEO INSIGHTS – Week Ending 26 May 2017 by NAOS Asset Management

NAOS Asset Management

“The retail environment has made it difficult to deliver the planned sales and gross margin improvements as quickly as we would like” Mike Sonand, CEO, Surfstitch Show More