Investment research

Latest news and analysis on Investment research

Macro

RBNZ holdings the OCR steady at 5.5%, European Manufacturing PMI data broadly higher

We look at five of the biggest developments across global markets for the week ending 24 May 2024
FMG
MQG
+1
Hue Frame
Frame Funds Management
Macro

Chinese CPI rises marginally to 0.3% y/, US Core Producer Price Index rises 0.5%

We look at five of the biggest developments across global markets for the week ending 17 May 2024
BHP
+2
Hue Frame
Frame Funds Management
Asset Allocation

The value investor's guide to multi-asset investing

An in-depth look at how to use valuation signals, how things are looking now, and a checklist for the best opportunities (and worst risks)
Callum Thomas
Topdown Charts
Macro

UK claimant count change rose to 11.8k, Chinese industrial production grew 6.8% y/y

Weekly Update | 19th January, 2024
S32
SCG
+2
Hue Frame
Frame Funds Management
Education

How an information edge can improve your ASX portfolio (and the 10 stocks that stack up)

Investors are always looking for an edge. We've partnered with MarketMeter to see if we can uncover one for you.
BHP
CAR
+7
Hans Lee
Livewire Markets
Funds

Is this the beginning of the end for Magellan?

Magellan has announced that Hamish Douglass will take a medical leave of absence. With the recent departure of the CEO, relative underperformance and losing their...
Oliver Trusler
Oliver Trusler
Research IP
6