Business insights across the market

NAOS Asset Management

"I view our robotics as extending human capability in a way that allows us more efficiency, the automation that we add really doesn't eliminate jobs, it just makes the jobs at our fulfilment centres more efficient and redirects employees to more sophisticated tasks" Tye Brady, Chief Technologist – Amazon Robotics Show More


Sunset Strip > Trading Day Wrap From Blue Ocean 20170811

Mathan Somasundaram

Local market was smacked down from the open on geopolitical risk…even the slight recovery after the morning fall withered away in the afternoon. DOW down over 200 and NASDAQ was snapped 2%. Safe haven investing was in play as bonds and gold bounced while equities were on the chopping block.... Show More

Capitalising on a mispriced market

Livewire Exclusive

With reporting season in full swing, we took some time out to catch up with Lennox Capital Partner’s James Dougherty and Liam Donohue to get their views on navigating the small caps landscape, why being active is key to picking winners, and how short-term market interpretations are creating some standout... Show More


3 Stocks That Stood Out The First Week Of May

Glennon Capital

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170501

Mathan Somasundaram

Local market made started positive on global investors pushing up the banks before pullback as local investors took profit. After that all the open Asian markets recovered on the US congress deal to fund the US Government till September!!! Utilities, Industrials and Staples were the outperformers while Resources were the... Show More

The Growing Country

Glennon Capital

We know Australia is the lucky country – whether that be the weather, the lifestyle, or the 25 plus year streak without a recession. We are also the growing country; Australia’s growth rate of 1.5% outpaces many of our peers. But where is the growth coming from and what is... Show More

On the ground at the Macquarie conference

Glennon Capital

WeWe attended Macquarie’s annual conference this week and saw many companies present. One of the key themes that came out of the event was the growing importance of data. Data is becoming a key currency in the digital world, and data conscious companies are seeing greater opportunities in their business,... Show More