the buy side brief

Latest news and analysis on the buy side brief

The dollar: Fact or fashion?

Daniel Weston
Daniel Weston
Aimed Capital

An ugly currency-contest

Damien Wood
Spectrum Asset Management

USD tough to call; JPY looks attractive

Saxo Capital Markets Australia
Saxo Capital Markets Australia
Multi-asset trading platform

The commodity supply overhang has not disappeared

David Bassanese
Betashares

How we've reacted to a changing market

FAR
HUB
+2
George Boubouras
George Boubouras
Contango Asset Management

Is it time for Value stocks to shine?

Livewire Exclusive
Livewire Markets

The themes we've been buying in 2016

FAR
HUB
+2
George Boubouras
George Boubouras
Contango Asset Management

Some growth names continue to deliver

Glennon Capital
Glennon Capital
ASX:GC1, ASX:CMI

Resources stocks facing earnings upgrades

Mark Newman
Mark Newman
K2 Asset Management

Ignore the market; focus on the company

Harley Grosser
HD Capital Partners

QMS: Upside risk to consensus forecasts

George Boubouras
George Boubouras
Contango Asset Management

Multiple catalysts for emerging litigation operator

Harley Grosser
HD Capital Partners

Interesting catalysts on the horizon for SGN

Glennon Capital
Glennon Capital
ASX:GC1, ASX:CMI

New markets the big catalyst for MVP

Mark Newman
Mark Newman
K2 Asset Management

Where to go when the going gets tough

Livewire Exclusive
Livewire Markets

Interest rates can still go lower

Pendal Group
Pendal Group
Pendal Group

Government debt may not be risk-free

Jonathan Rochford
Narrow Road Capital

Earnings certainty is worth the price

AMC
ASX
+3
Sam Ferraro
Sam Ferraro

Time to hold cash again

Chris Watling
Longview Economics

Gold might be worth a look short-term

AMP Capital
AMP Capital
AMP Capital
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