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Equities

Motoring along: Carmaker's results solid despite supply chain pressures and AI misadventure

Despite a host of challenges, largely outside of its control, this US carmaker delivered a solid result – even if it did reset expectations lower by pre-guiding...
Chris Conway
Livewire Markets
Fixed Income

BB’s are the new BBB’s

The downgrade of Ford Motor Co this week by Moody’s from Baa3 to Ba1 (equivalent to BBB- and BB+ rating monikers for Standard and Poor’s) opens up the question of...
Jonathan Rochford
Narrow Road Capital

This week in tech: Tesla vs Everyone, commute anywhere in under an hour, commercial driverless taxis by Christmas, and how do you invest in this

This week the news was overrun with announcements by car makers expanding their electric vehicle ambitions. Elon Musk presented SpaceX's plans for colonisation of...
Lachlan MacGregor
Alphinity Investment Management

The bull case for Tesla

Tesla blew through car production expectations this quarter – overnight it released production figures showing it had made just over 25,000 vehicles by 31 March –...
Alex Pollak
Loftus Peak

Facebook tops US equity picks: Saxo Bank Head of Equity Strategy Peter Garnry. Saxo Bank's top equity picks in North America has been expanded to cover 20...

Saxo Capital Markets Australia
Saxo Capital Markets Australia
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