ASX:MLD

Mathan Somasundaram

Local market flip-flopped to finish as a positive day despite weaker China data. Tax loss selling in June will add to the seasonal weakness while better than expected retail data was mixed with weaker than expected China data. Market was buying into safety and weak currency stocks today. The best... Show More

Mathan Somasundaram

Market continues to chase sustainable yield in a market with growth risks. SHIELD continues to outperform the market despite a rising bond yield outlook by picking premium quality sustainable yield ideas at reasonable value. Show More

Mathan Somasundaram

Market continues to chase sustainable yield in a market with growth risks. SHIELD continues to outperform the market despite a rising bond yield outlook by picking premium quality sustainable yield ideas at reasonable value. Show More

Mathan Somasundaram

Local market closed slightly positive while sentiment remains weak. Gold outlook continues to improve with rising macro risk and weakening USD. Can the underperforming fund managers miss the third cycle in 12mth? FOMO in gold coming!!! Globally central banks are all talking about better inflation and potential rate rise in... Show More

Livewire Exclusive

With reporting season picking up pace, Livewire interviewed Rudi Filapek-Vandyck, Editor of FN Arena. Rudi has kindly allowed Livewire to publish his ‘Reporting Season Monitor’ for Livewire readers each week, and ahead of this, we interviewed him to get his thoughts of how this season might unfold. He makes the... Show More

Mathan Somasundaram

Global markets continue their positive momentum into 2017 on-the-back of the recovery in the US and stability in China, however stretched valuations around the markets are expected to weigh on sentiment over the next few weeks. An improving outlook for interest rates and strong commodity prices has driven a better... Show More

Mathan Somasundaram

Market pulled back slightly as global sentiment remains weak after running ahead of the fundamentals. US Fed has set the path to end cheap debt while every other central bank is on hold indefinitely. The stronger the yields, the strong the USD, the more pressure on Emerging Markets to raise... Show More

Mathan Somasundaram

Global markets continue their positive momentum on-the-back of the strength of the recovery in the US and China, however stretched valuations are starting to weigh. The improving inflation outlook and US Fed rate hike expectations have driven the bond yields higher. An improving outlook for interest rates and strong commodity... Show More

Mathan Somasundaram

Global market worries are all about US presidential election in the short term while Italian referendum and US Fed rates cycle are the next road blocks ahead. The potential end of easing cycle locally and the rate hike in US will support the yield outlook in the Australian banking sector... Show More

Livewire Exclusive

Last week, Livewire Markets, in conjunction with Bell Direct and ASX, presented the second Livewire Live investor conference to a sold-out crowd of 250 investors at the ASX in Sydney. The event provided investors with a unique opportunity to hear how 14 of Australia’s most respected investors have been making... Show More

Robert Frost

Although OC doesn’t invest directly in single commodity or single mine resource stocks, we do have exposure to the commodities thematic through quality mining services business, MACA Limited (ASX:MLD). MLD’s commodity exposure is predominantly across gold and iron ore; the prices of which have each been heading higher in recent... Show More

Tim Kelley

One of the ways we try to take advantage of technology to improve our investment process is with machine learning algorithms.  In simple terms, we gather large amounts of historical data and using that data we “teach” a computer system to distinguish between good investments and weaker ones by finding... Show More