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ASX Live Blog
Market Wraps
global equities
Latest news and analysis on global equities
Equities
November 24, 2020 14:02
Two global data titans right under your nose
It would be difficult to read the business news or spend five minutes in front of your Bloomberg terminal without seeing their names. Both companies have been in...
Stephen Arnold
Aoris Investment Management
November 24, 2020 14:02
Equities
November 24, 2020 08:29
The end of an Era and the start of the Next
NextEra Energy, the world’s largest generator of wind and solar energy, has overtaken Exxon to become the most valuable energy company in America. In just 7 years,...
Lachlan MacGregor
Alphinity Investment Management
November 24, 2020 08:29
Equities
November 18, 2020 15:56
Not all banks are haunted by the ghosts of crises past
Amongst many investors right now, ‘financials’ is a dirty word. Concerns around net interest margins and profitability arising from ‘lower for longer’ interest rates...
Vinayak Muralidharan
Antipodes
November 18, 2020 15:56
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Expert Insights
November 09, 2020 08:57
The supertrend set to dominate
markets
The pace of innovation in the modern world is now turbo-charged. In today’s internet age, groundbreaking innovations create global shifts. All markets are subject to...
Livewire Exclusive
Livewire Markets
November 09, 2020 08:57
Equities
November 03, 2020 07:43
The 'obvious' trend that many are ignoring
At this point, saying that e-commerce is a long-term trend with substantial scope for further consumer adoption feels like stating the blindingly obvious. However, the...
Charlie Aitken
Aitken Investment Management
November 03, 2020 07:43
Expert Insights
November 02, 2020 09:50
The hidden growth story of this technology
stock
Pinterest (NYSE:PINS) is a technology and social media platform best described as a “visual discovery” search engine. It lets users ‘pin’ or bookmark ideas they like;...
VG1
Vgi Partners Global Investments Ltd
ASX:VG1
Followed by
47
people
VG1
Vgi Partners Global Investments Ltd
ASX:VG1
Followed by
47
people
Livewire Exclusive
Livewire Markets
November 02, 2020 09:50
Macro
October 29, 2020 12:03
Short and Sharp: 2020 – The year when nothing really changed (for markets…)
This year, the hits have come hard and fast, with the global pandemic wreaking economic devastation and seemingly changing life as we know it. Fear and anxiety have...
Seema Shah
Principal Asset Management
October 29, 2020 12:03
Expert Insights
October 29, 2020 06:00
Why investors need to recalibrate their
thinking
Robert Luciano of VGI Partners spotted the enormous growth potential of Amazon back in 2013 when it was trading at ~US$250. At the time, there were two trains of...
Livewire Exclusive
Livewire Markets
October 29, 2020 06:00
Equities
October 28, 2020 17:54
Democrats & Republicans: Two pathways, one destination for
markets
Today marks one week until what has become one of the most polarising elections in US history - an election that could have the highest voter turnout since 1908. We...
Jacob Mitchell
Antipodes
October 28, 2020 17:54
Equities
October 27, 2020 14:55
Transforming the world's most trusted
brands
In this episode of Magellan - In the Know, I talk to Laxman Narasimhan, CEO of global consumer goods company, Reckitt Benckiser, the makers of brands such as Detol,...
Hamish Douglass
Magellan Investment Partners
October 27, 2020 14:55
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