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
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