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Market Wraps
global equities
Latest news and analysis on global equities
Equities
May 07, 2022 08:30
Battle of the brands
For decades Nike has been a dominant force in sportswear. The global sportswear market is worth over US$350 billion in sales with the US market representing just...
Garry Laurence
Profeta Investments
May 07, 2022 08:30
Decarbonisation
May 06, 2022 06:30
Buy Hold Sell: 5 daringly disruptive
stocks
In case you missed it, Livewire's Ally Selby was joined by Nanuk's Peter Wilmshurst and Pella's Steven Glass for their thoughts on three companies daring to disrupt...
Buy Hold Sell
Livewire Markets
May 06, 2022 06:30
Equities
May 04, 2022 13:37
10 years gone, 20 years to go
The last 10 years have been a relatively rosy environment for equity markets around the globe. Post GFC in 2008, a brief hiccup with the US Debt Ceiling issues, and...
Mugunthan Siva
India Avenue
May 04, 2022 13:37
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Expert Insights
May 04, 2022 06:30
3 key concerns for the remainder of 2022 (and the stocks that could outperform because of
them)
There's been enough volatility in the first few months of 2022 for investors to chuck a hissy fit. And while Firetrail's Anthony Doyle believes that its best investors...
Ally Selby
Livewire Markets
May 04, 2022 06:30
Buy Hold Sell
May 04, 2022 06:30
Buy Hold Sell: China v
US
It's the geopolitical theme of the century - the fistfight between the world's greatest superpowers, China and the US. I think we can all agree that the US won the...
Buy Hold Sell
Livewire Markets
May 04, 2022 06:30
Investment Theme
May 03, 2022 10:39
Finding value in ESG
Carbon Footprint Reporting: Challenges and Alternatives Consistent and comparable reporting of a company’s carbon footprint is important if regulators are to set...
John Goetz
Pzena Investment Management
May 03, 2022 10:39
Expert Insights
May 02, 2022 06:30
4 market leaders for the energy
transition
Over the past three years, investment in the global energy transition has rapidly accelerated. In fact, according to research from BloombergNEF, investments...
Ally Selby
Livewire Markets
May 02, 2022 06:30
Equities
April 29, 2022 07:30
You can have your cake and eat it, too
Technological advancement is table stakes for any business wanting to keep pace in a digitally connected world. With investments to upgrade technology infrastructure...
Ty Archibald
Aoris Investment Management
April 29, 2022 07:30
Buy Hold Sell
April 29, 2022 06:30
Buy Hold Sell: 5 undervalued global growth
stocks
In case you missed it, Buy Hold Sell has also dished out a global growth episode with Livewire's James Marlay, Jacob Mitchell of Antipodes and Andrew Clifford from...
Buy Hold Sell
Livewire Markets
April 29, 2022 06:30
Fund in Focus
April 22, 2022 08:16
Finding earnings “surprises” before they
happen
Company earnings are forecast to drop off as we move past the post-COVID bounce back in markets. That means that outperformance will be harder, but not impossible,...
Jeff Thomson
Alphinity Investment Management
April 22, 2022 08:16
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