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Market Wraps
us interest rates
Latest news and analysis on us interest rates
Macro
February 03, 2022 11:00
Inflation from a small cap perspective
I’ve spent the last few days talking to most of the folks I know in the market, collecting opinions, information and discussing what other investors are thinking on...
Gary Rollo
Montgomery
February 03, 2022 11:00
Macro
January 17, 2022 14:18
My recent Q&A on the year that was, and the year ahead
This market insight is a selection of questions from our investors that I answer to provide further insight into the year that was, and our outlook for the upcoming...
Hue Frame
Frame Funds Management
January 17, 2022 14:18
Macro
November 08, 2021 15:49
Three things that should worry everyone
There are three prices that ultimately matter for the world, explains Andrew Canobi from Franklin Templeton. The price of oil, the value of the US Dollar, and the US...
Andrew Canobi
Franklin Templeton
November 08, 2021 15:49
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Macro
March 15, 2021 09:30
High risk of US equity market correction
US equities are extremely expensive according to long-term valuation measures such as the cyclically-adjusted PE (CAPE) ratio. The CAPE ratio for the S&P500 is...
Kieran Davies
Coolabah Capital
March 15, 2021 09:30
Rapid Fire
June 14, 2019 14:54
Credit Suisse unveils the ABC
portfolio
Despite a 17 per cent drawdown in the wake of the GFC, Andrew McAuley the CIO at Credit Suisse, says it took just 12 months to for their portfolios to bounce back. Not...
James Marlay
Livewire Markets
June 14, 2019 14:54
October 11, 2018 09:39
Beware the Australian property correction
Charlie Jamieson
Jamieson Coote Bonds
October 11, 2018 09:39
March 01, 2018 06:26
Hamish Douglass: Hold on to your chairs
MFG
Magellan Financial Group Ltd
ASX:MFG
Followed by
436
people
MFG
Magellan Financial Group Ltd
ASX:MFG
Followed by
436
people
Magellan Investment Partners
Magellan Investment Partners
March 01, 2018 06:26
Rapid Fire
February 20, 2018 12:12
Don’t bet against the US
recovery
There’s nothing quite like local knowledge to give you an insiders view of a foreign country. As the strength of the US economy remains a key focus for investors,...
Livewire Exclusive
Livewire Markets
February 20, 2018 12:12
October 13, 2017 11:11
What's driving markets right now?
In this article we look at some of the more topical subjects influencing financial markets and analyse a few interesting charts. We start with rising rates – the...
LNG
LIQUEFIED NATURAL GAS LIMITED
ASX:LNG
Followed by
6
people
LNG
LIQUEFIED NATURAL GAS LIMITED
ASX:LNG
Followed by
6
people
Clime Investment Management
Clime Investment Management
October 13, 2017 11:11
March 27, 2017 11:54
Paul Moore: It’s time to think
differently
PGF
PM Capital Global Opportunities Fund Ltd
ASX:PGF
Followed by
56
people
PGF
PM Capital Global Opportunities Fund Ltd
ASX:PGF
Followed by
56
people
PM Capital
PM Capital
March 27, 2017 11:54
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