the buy side brief

Latest news and analysis on the buy side brief

Earnings certainty not reflected in MQG

MQG
Dr Don Hamson
Plato Investment Management

The market is underestimating AGL

AGL
Investors Mutual
IML

What the experts have been buying & selling

CYB
MQG
Livewire Exclusive
Livewire Markets

Plenty of opportunities for Reliance

Wilson Asset Management
Wilson Asset Management

A unique asset that’s materially undervalued

Justin Braitling
Watermark Funds Management

We’ve exited UK financials

CYB
MQG
Platypus Asset Management
Platypus Asset Management
Platypus Asset Management

How to prepare for market routs

Nathan Bell
Nathan Bell
Investsmart

Defensive strategies for today’s markets

Livewire Exclusive
Livewire Markets

We’re focussed on quality and defensive attributes

Platypus Asset Management
Platypus Asset Management
Platypus Asset Management

Flexibility is the key to managing volatility

Wilson Asset Management
Wilson Asset Management

The best way of protecting against downside volatility

Justin Braitling
Watermark Funds Management

Who’s vulnerable to the wave of political uncertainty?

Livewire Exclusive
Livewire Markets

AUD heading back below 70 US cents

Justin Braitling
Watermark Funds Management

Political uncertainty to dent confidence

Platypus Asset Management
Platypus Asset Management
Platypus Asset Management

The risk of contagion remains high

CYB
Wilson Asset Management
Wilson Asset Management

Is deflation here to stay?

Livewire Exclusive
Livewire Markets

The one factor that blindsided the RBA

Altair Asset Management
Altair Asset Management

Global inflation is on the up

Stephen Koukoulas
Market Economics Pty Ltd

The third wheel of economic policy

Craig James
Craig James
CommSec

Another rate cut expected this year

Sam Ferraro
Sam Ferraro
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