ASX:HVN

It's Different This Time, Not A Bubble

Rudi Filapek-Vandyck

One of my all-time favourite movie scenes is when Woody Allen stands in the queue in Annie Hall (1977) and he ends up having a discussion with the loudmouth academic behind him who professes to know everything there is to know about Marshall McLuhan. Show More

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Big versus Small Company Investing

Hugh Dive

Over the past twelve months small companies (as measured by the ASX’s Small Ordinaries) have returned 22%, outperforming large caps (ASX Top 100) by almost 10%. This has led to numerous articles in the financial press claiming that small is beautiful and that investors should look beyond large Australian companies... Show More

Australian Results Season: Resurrection or Crucifixion?

Marcus Padley

Here is the ASX 200 results calendar - the results season is still a couple of weeks away. As usual, it is a best endeavours calendar, some companies simply don’t set a reliable date. The big companies generally do. Show More

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See what The CEO's thought of Commodities, US Tax Reform and Heavy Industry this week

NAOS Asset Management

“Tax reform gives us the opportunity to be more competitive globally and to accelerate plans for the U.S. Some guiding themes are clear and consistent with how we've been investing — lower prices for customers, better wages and training for associates and investments in the future of our company, including... Show More

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What Mattered Today; Amazon who?

James Gerrish

A very interesting day for some sectors on the Aussie bourse with the much anticipated launch of the Amazon retail platform in Australia met with very strong buying across the Aussie retail complex – JB Hi Fi (JBH) the best of them adding 6.76% to close at $25.73 while Harvey... Show More

What Mattered Today

James Gerrish

The market opened with a flurry of selling this morning as news broke that the banks had collectively written to the PM somewhat surprisingly requesting an in-depth banking enquiry in a move designed to end speculation and reduce the ongoing rot of public and political opinion. The response, which I... Show More

Skamvougeras: 6 market insights for Livewire readers

Perpetual Equity Investment Company

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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