the buy side brief

Latest news and analysis on the buy side brief

The Buy Side Brief: Paying a premium for certainty

IPH
Livewire Exclusive
Livewire Markets

Valuations in defensive sectors have little room for disappointment

Livewire Exclusive
Livewire Markets

Which sectors provide more certainty of earnings in the present environment?

Pengana Capital Group
Pengana Capital Group

Will volatility be a feature of reporting season?

Simon Bonouvrie
Simon Bonouvrie
Cadence Capital

The Buy Side Brief: Are high levels of sidelined cash supportive for equities?

Livewire Exclusive
Livewire Markets

Will volatility be a feature of reporting season?

Chris Prunty
QVG Capital

The Buy Side Brief: Sectors and stocks that could surprise in reporting season

ADH
BKL
+2
Livewire Exclusive
Livewire Markets

Will volatility be a feature of reporting season?

Platypus Asset Management
Platypus Asset Management
Platypus Asset Management

Five small cap stocks to watch

ADH
BKL
+2
Chris Prunty
QVG Capital

Beware of those companies exposed to a falling AUD

Simon Bonouvrie
Simon Bonouvrie
Cadence Capital

Earnings certainty crucial in present environment

Platypus Asset Management
Platypus Asset Management
Platypus Asset Management

Measured approach to changes to banking sector are a net positive

+1
Justin Braitling
Watermark Funds Management

The Buy Side Brief: How APRA's latest study impacts the Banks

+1
Livewire Exclusive
Livewire Markets

Capital adequacy requirements level playing field for regional banks

+1
Christopher Joye
Coolabah Capital

APRA decision gives investors more certainty on bank dividends

+1
Justin Braitling
Watermark Funds Management

What will trigger a turn around in business investment?

Livewire Exclusive
Livewire Markets
Equities

The most crowded trade - Short FMG - and why we would not want to be short.

Background to the consensus Short FMG trade and why we are Long FMG.
FMG
John Deniz
Paragon Funds Management

Be cautious on 'fashionable' trades

AMC
BXB
CSL
+1
Livewire Exclusive
Livewire Markets

The ECB has mismanaged the Euro financial system

Livewire Exclusive
Livewire Markets

The 'offshore earner' is looking crowded

Livewire Exclusive
Livewire Markets
161-180 of 210