Broker calculators have been running red hot over the past week working through the implications of the large cash balances of some of the world’s largest companies, now that Apple (which is now up 10% in the past month) has told everyone that it is going to undertake what looks... Show More
Hamish Douglass, the CIO of Magellan Asset Management Limited will be contributing his ideas to the upcoming Livewire Live event on 26 July at the ASX. In his keynote presentation Hamish will be taking us on a journey to the future to help us understand the most powerful trends that... Show More
Local market was once again up on global investor currency trade. Weaker USD is bad for Japanese Manufacturers and good for Aussie Banks. Even miners recovered on stable China data while beaten up retailers saw some love on value and on rate-cut hope after another weak consumer sentiment. The best... Show More
Shares in the Ten Network (TEN) have been suspended from quotation as the company entered voluntary administration today. There are reports Bruce Gordon and Lachlan Murdoch could form joint venture to restructure the business. Show More
May 2017 marked the first month since September 2016 that the Small Ordinaries Accumulation Index outperformed large caps. Livewire reached out to six small cap specialists to ask: “Is this a turning point”? The consensus seems, with some terms and conditions, to be: “Yes”. Read on for responses from Wilson... Show More
On Friday the 9th June, the AFR ran an excellent article on the new breed of superannuation funds hitting the Australian market place, most of whom are targeted towards Gen-Y and millennials, Australia’s most populous generation. “Inside the multi-billion dollar battle for Millennials’ super”, which you can access here, looked... Show More
We would like to offer up our perspective on the climate change debate. We do not think this is a political or ideological debate as is presented in the media and by politicians, but one about risk management. Show More
It’s US basketball’s (NBA) finals season; it’s timely therefore to take a look at one of the best investments in NBA history; one that could easily be among the savviest business deals of all time. Show More
Asset prices across all investment classes are at record highs, including and perhaps especially assets that produce no income. That takes in items such as the two-digit New South Wales numberplate that sold for $745,000 and the Basquiat painting sold this week for $US110.5 million — a record for post-1980... Show More
Back in August last year we published an article in the Australian Financial Review with our views on the chart for Woodside (WPL) and how it was shaping up as a trade. We noted at the time that WPL was looking positive again and that it should head up towards... Show More
