The Insurers: QBE versus IAG

Hugh Giddy

There have been so many results which have provoked share price volatility, with the usual mix of outstanding results such as CSL balanced by disappointing results like Vocus. Or ones like Boral, where management convinced the market the outlook is bright despite a weak performance in key parts of the... Show More

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First Impressions from Reporting: IAG, DMP, CPU, CSL, WPL, DXS and GMG

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Insurance Australia Group (IAG), Domino’s Pizza Enterprises (DMP), Computershare (CPU), CSL (CSL), Woodside Petroleum (WPL), Dexus Property Group (DXS) and Goodman Group (GMG) with links through to more detailed reports. Show More

What Mattered Today: Risk off again at IAG

James Gerrish

The market had another crack at the 6000 level today, but once again sellers stepped up and pushed the index lower into the close. No real bid tone in US Futures during our session, while Iron Ore Futures were trading more than 3% lower prompting some weakness amongst the miners.... Show More


High-yield bonds and investment-grade bonds: How to balance them

Elizabeth Moran

High yield bonds are tempting but come with greater chances something could go wrong. This wire gives some tips in getting the balance right between high yield and investment grade, and displays a sample portfolio for both strategies. Show More

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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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One sector about to hit the sweet spot

Livewire Exclusive

Looking for quality and value is so popular that it’s hard to find an edge. Undervalued stocks can stay that way for years on end, and high-quality stocks that have run hard can come to a sudden stop. Andrew Martin, Portfolio Manager at Alphinity Investment Management, says the earnings cycle... Show More


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Unsung heroes of the income investor

Livewire Exclusive

Woolworths, BHP, and Telstra have cut dividends in recent years, and the long-term sustainability of dividends from other leading stocks is under scrutiny. So Livewire asked three experts to share an example of a company that offers diversification away from ‘traditional’ income stocks - and provides a sustainable yield. Read... Show More

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How the IAG chart gave us clues to avoid it

Michael Gable

IAG reported today and the share price tumbled. At one stage it was down 10%. In our weekly research that we send to clients, we warned a week earlier that there was something wrong with the IAG chart. The chart was giving us clues that the market did not like... Show More

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IAG shares surge

Matthew Haupt

On Wednesday, Insurance Australia Group Limited (ASX: IAG) surprised the market with an increased profit forecast due to better than expected claims costs. The company said lower than anticipated claims costs predominantly related to compulsory third party (CTP), liability, professional risk and workers compensation. Following the announcement, IAG shares surged... Show More


Sunset Strip > Trading Day Wrap From Blue Ocean 20170628

Mathan Somasundaram

Local market started positive and maintained the pace with better commodities and higher rates outlook. US market remains the overhang and NASDAQ falls to the 50 day MA for the third time since US elections…last time NASDAQ broke 100 day MA, we had the high PE growth sell off…local investors... Show More

Making Money in FY18

Livewire Exclusive

Do you have a few losers sitting in your portfolio? Tax time tends to put a spotlight on those painful positions you wish you’d avoided. With FY18 upon us we’ve sourced some views on what will influence markets, stocks and sectors to avoid, plus a few ideas on current opportunities. Show More


CommSec: Woolworths and the Amazon threat

Matthew Haupt

This week I sat down with Tom Piotrowski from CommSec to discuss Wilson Asset Management’s large cap LIC, WAM Leaders . In addition, I discuss the Australian insurance market, Woolworths and the Amazon threat, local infrastructure and the strengthening US dollar. Show More

Market outlook and opportunities

Matthew Haupt

I provide an overview of the global and domestic economies and describe how we have positioned the portfolio to take advantage of market opportunities. Show More


IAG Half Year Result - IAG's natural disaster claims hit bottom-line


Insurance Australia Group Limited’s (IAG) half year 2017 result was largely in line with market expectations. The company has been advising the market on the continual Natural Peril claims over the last year and its impact on IAG’s bottom-line. IAG reported a 4.7% lift in Gross Written Premiums (GWP) but... Show More

Insurance Australia Group, APA Group, Woodside Petroleum, Woolworths - First Impressions from Reporting.

Bell Potter

Insurance Australia Group (IAG): Solid result that was also boosted by higher reserve releases – the only “slight” negative in the result. Other than that, top line growth was strong – thus the improved guidance for the year – while margin guidance was maintained although boosted again by higher planned... Show More

ASX:APA ASX:IAG ASX:WPL ASX:WOW Longform February 2017 Reporting Season

Banks & insurance looking good in 2017

Matthew Haupt

In our view, investors should position themselves for a rising interest rate environment in 2017. Developed market (DM) economies will be leading growth in 2017, taking over from emerging markets (EM) which have previously supported global growth rates. The key to the DM’s recovery will be how the US markets... Show More

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Readers’ ten favourite wires of November

Alex Cowie

Of the 370 wires published on Livewire last month, one of your ten favourites was a review of the stock calls made at the Hearts and Minds conference. The gain on the ASX-listed stocks in the list has grown from 7.8% to 12.5% in the few weeks since that report. The ten favourites also looked at investment... Show More

What Trump means for Australian equities

Nikko Asset Management Australia

While the United States surprised many with its choice of President, once all the uncertainty has been resolved, we expect the result will eventually be positive. Based on the key issues on which now President-elect Trump campaigned, we would expect to see: 1) tax reform, particularly reducing the corporate tax... Show More

Insurers placed to benefit from rising rates

Livewire Exclusive

An insurance company is essentially two businesses – the underwriting business, and the funds management business, explains Charles Leyland, Managing Director of Leyland Asset Management. The underwriters make money by collecting more premiums than are paid out in claims, while the funds management business makes money by investing those funds... Show More


Adapt or perish: Dealing with disruption

Livewire Exclusive

Self-driving cars, electric cars, artificial intelligence, virtual and augmented reality, streaming video on demand… The list of technologies threatening to improve our lives and/or take our jobs is ever-growing. Stories of failed incumbents such as Kodak, MySpace, and Yahoo are popular among investors, but in reality, incumbents are frequently successful... Show More