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Peters MacGregor Capital Management

In an interview with CNBC, Head of Research, Nathan Bell uses Lloyds Bank as an example to explain why fundamental company and industry analysis is much more important than macro-economic considerations. Watch video: http://petersmacgregor.com/news-insights/fundamentals-trump-macro-considerations/?utm_source=livewire&utm_medium=social&utm_campaign=20160523fundamentalsNJBvideo Show More

Schroders Australia

Last month I interviewed Head of Australian Equities, Martin Conlon, on the current positioning of the Schroder Australian Equity Fund and our views as we look forward. More recently we have seen a turnaround in the market leaders, with the Fund benefiting from Resources and Energy outperforming the interest rate... Show More

Buy Hold Sell

When stocks are sold off widely as we’ve seen lately, there’s always some which are unjustly caught up in the malaise. In amongst the negativity and fear, it is difficult for investors to separate the wheat from the chaff. Magellan has been one of the top performers on the ASX... Show More

Livewire Exclusive

Charlie Jamieson from Jamieson Coote Bonds says markets are currently pricing in an 80% chance of a further rate cut from the RBA. In this view there are likely to be at least another two cuts this year - in May and then August. Jamieson says that while the AUD... Show More

Buy Hold Sell

At the end of last year we invited Livewire readers to submit their #1 stock picks for 2016. In this episode of Buy Hold Sell we look at the five stocks that were most frequently picked by our readers. BHP is at multi year lows, but we have seen how... Show More

Livewire Exclusive

Karl Siegling, Portfolio Manager at Cadence Capital, says rather than looking for what has changed in 2016 investors should turn their attention to the powerful themes that shaped investment returns in 2015. Siegling says whilst there may be short term ‘micro’ movements in commodities, energy and the Australian dollar all... Show More

Adam Kiley

Cassini Resources (ASX:CZI) is developing the Nebo Babel nickel-copper project located in the West Musgrave region of Western Australia. The project has low forecasted operating costs (4Mtpa Case C1 cash cost of US$1.82/lb Ni) and significant production potential (12,300t Ni & 14,300t Cu per annum), which could make Nebo Babel... Show More

Clime Asset Management

As the ASX 200 hovers around the 5,500 level, John Abernethy speaks with Philip Baker from The Australian Financial Review explaining that price rallies in local share market are unsustainable unless there is a growth in earnings or if Australian dollar falls. International currency markets will only sell down the... Show More

David Walker

Alan Kohler, Editor-in-Chief of the Eureka Report and a director of StocksInValue, speaks with John Abernethy, Chief Investment Officer of Clime Asset Management, to get the latest insights on the macro-economic outlook and how the latest themes will affect investors: We are closer to the end than the beginning of... Show More