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ASX Live Blog
Market Wraps
global equities
Latest news and analysis on global equities
Equities
May 26, 2020 16:21
Social, yet socially distant. Game on!
Activision Blizzard is the largest US listed video gaming company, with revenues of around $7 billion and over 400 million monthly players across its titles. Its hit...
Lachlan MacGregor
Alphinity Investment Management
May 26, 2020 16:21
Rapid Fire
May 25, 2020 13:58
Volatility is for building positions. This period is no different
Eileen Riley is co-Portfolio Manager of the Loomis Sayles Global Equity Fund, which manages over $250 billion of assets across equity and fixed interest markets, and...
Livewire Exclusive
Livewire Markets
May 25, 2020 13:58
Equities
May 25, 2020 11:17
Google – resilience and growth out of recessions
As part of their 2004 IPO registration statement, the founders of Google (now Alphabet - NASDAQ: GOOGL), Sergey Brin and Larry Page, included an Owner’s Manual...
PM Capital
PM Capital
May 25, 2020 11:17
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Funds
May 18, 2020 10:40
Is the Rebound Risky?
“In finance, everything that is agreeable is unsound and everything that is sound is disagreeable.” Winston Churchill With the S&P 500 Index enjoying a rebound of ~28%...
Chad Padowitz
Talaria Asset Management
May 18, 2020 10:40
Macro
May 12, 2020 12:51
One move from a severe recession
Global equities continued to remain focused on re-opening hopes last week, disregarding apocalyptic economic data from most corners of the world outside of China. The...
David Bassanese
Betashares
May 12, 2020 12:51
Macro
May 07, 2020 18:04
Stick to fundamentals, and there will be light at the end of the tunnel
The economic fallout from COVID-19 is different from other financial crises for a number of reasons. It is health rather than financial-market based, and it has...
Mark Arnold
Hyperion Asset Management
May 07, 2020 18:04
Equities
April 29, 2020 14:45
Earnings downgrades globally still have a long way to play out
The outlook for investors has changed dramatically since the start of the year and will likely continue to shift moving forward. The associated shocks of the severe...
Ned Bell
Bell Asset Management
April 29, 2020 14:45
Equities
April 27, 2020 10:55
A simple investing framework
With the number of headlines hitting the newswires on what feels like a minute-by-minute basis, it’s easy to get lost in chasing data points. Instead, I...
Charlie Aitken
Aitken Investment Management
April 27, 2020 10:55
Equities
April 26, 2020 19:02
Investing in Xero: the Legwork
An interesting notion I came across in my Zen training is that all phenomena are dependent on, and penetrated by all other phenomena. Looking at a flower, for example,...
XRO
Xero Ltd
ASX:XRO
Followed by
691
people
XRO
Xero Ltd
ASX:XRO
Followed by
691
people
Alipasha Razzaghipour
Kasa Investment Partners
April 26, 2020 19:02
Buy Hold Sell
April 17, 2020 06:30
Buy Hold Sell: 6 companies that are set to come out
swinging
In the midst of a crisis, it’s time to start thinking long term. In five years time, what companies will still be growing? Which companies have what it takes to...
Buy Hold Sell
Livewire Markets
April 17, 2020 06:30
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