financials

Fidelity International

We conducted a cross-asset scenario analysis on potential outcomes from the upcoming midterm elections in the United States. Using both a macro and a bottom-up approach, our base case was for a Democratic House of Representatives and a Republican Senate, but we also considered the possibility of a sweep in... Show More

Alex Cowie

When we asked you to suggest a stock tip in our 2018 Livewire reader survey, there were a few names that came up regularly. Drawing from the database of 2617 responses, here are the 10 stocks that readers tipped the most, with exclusive insights from our contributors for each one.... Show More

Jonas Palmqvist

Will a ‘growth’ or ‘value’ regime dominate in equity markets from here? After ten years of ‘growth’ leadership, the debate around style timing is intense. Following the financial crisis, ‘growth’ stocks have clearly been a better option than ‘value’ stocks. The main explanations offered for this is lacklustre global economic... Show More

CommSec

Regional lender, Bendigo & Adelaide Bank (BEN) posted a slightly below consensus 4.2% rise in annual cash profit to $418.3m. The result was boosted by above industry average lending growth and a recent lift in some mortgage rates. Its bottom line was held back by APRA’s lending caps which were... Show More

Nicholas Forsyth

Yesterday’s intra-day strength in the local market surprised many investors including ourselves . The simple explanation for the ASX to gain over 70-points by lunchtime is money flowing into equities, which we believe is for two primary reasons - importantly not perceived value in the market. The almost impossible task... Show More