Longform

Latest news and analysis on Longform

ASX to underperform US index by ~5% in quarter, watch for cuts to bank dividends

Alex Pollak
Loftus Peak

3 wires you should read this weekend

MQG
Patrick Poke
Livewire Markets

3 wires you should read this weekend

Patrick Poke
Livewire Markets

JCB's (brief) take on FOMC

Angus Coote
Jamieson Coote Bonds

Resources Rally - What it tells us is important

Hedley Widdup
Lion Selection Group

Enero: Turning to growth and still looks cheap

EGG
Perpetual Equity Investment Company
Perpetual Asset Management (Australia)

Credit boom has created vast swathes of unused assets

Chris Watling
Longview Economics

Is the rally in resources sustainable?

BHP
FMG
+1
George Boubouras
George Boubouras
Contango Asset Management

3 Updates to our Portfolio

Romano Sala Tenna
Katana Asset Management

4 wires you should read this weekend

Patrick Poke
Livewire Markets
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