Cyclicals

Dermot Ryan

Dividend lovers: we’re witnessing a bit of a changing of the guard when it comes to the performance of ASX listed companies. Financials and in particular banks – where investors have traditionally looked for their sustainable dividend growth – are beginning to be threatened for the mantle of sustainable dividend... Show More

Callum Thomas

I spent a lot of time in the 2017 End of Year Special Edition looking back across the year, covering some of my best charts and calls (and some of the worst!). But this article provides a look at the most important part of that report. Show More

Livewire Exclusive

Paul Moore, Chief Investment Officer at PM Capital has enjoyed a stellar run investing in cyclical stocks that surged ahead since Trump's election victory. In the video below, he explains the drivers of the reflation trade, and whether the market has room left to run. Show More

Fidelity International

The very strong performance of cyclical shares in the second half of 2016 has left many investors arguing that their re-rating was unjustified, citing an uncertain political and macroeconomic environment as reasons to avoid them, and stick to exclusively ‘defensive’ strategies. Indeed, having seen such a significant re-rating of many... Show More

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Livewire Exclusive

Livewire recently asked Sean Fenton of Tribeca, Vince Pezzullo of Perpetual, and Simon Shields of Monash to share their views as to whether the trend that emerged last year, whereby growth stocks struggled and cyclicals rallied, could continue through 2017. Following on from their enlightening responses, we asked our three... Show More