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Macro

April 04, 2025 08:45

Why we now expect four more RBA rate cuts this year

However, the events of yesterday give greater impetus for the RBA to act – Trump’s policies present a clear attack on our region and our major export...

Tim Toohey

Tim Toohey

Yarra Capital Management

April 04, 2025 08:45

Equities

April 04, 2025 07:51

Trump could be making the rest of the world great again

A brief note on the investment implications of the Liberation Day tariff announcements

Jacob Mitchell

Jacob Mitchell

Antipodes

April 04, 2025 07:51

Commodities

April 04, 2025 06:00

Watching insiders: the biggest breadcrumbs lead to rare earths

Gina also backed Brazilian Rare Earths (ASX: BRE), grabbing a 5.8% stake ahead of its IPO listing in 2023.Then, in 2024, Gina Rinehart picked up a...

James Cooper

James Cooper

Fat Tail Investment Research

April 04, 2025 06:00

Buy Hold Sell

April 04, 2025 06:00

Buy Hold Sell: 3 ASX small and mid-cap recovery plays (and 2 names to avoid)

Consider Eagers Automotive, which plunged from $3.20 to below $1 during the GFC before surging above $16 with a healthy dividend yield. Or Afterpay, which...

Buy Hold Sell

Buy Hold Sell

Livewire Markets

April 04, 2025 06:00

Private Assets

April 04, 2025 05:42

Managing private credit through geo-political uncertainty

With the high level of ‘refinancing’ in 2024 the level of upcoming maturities (‘maturity wall’) for 2025-2027 has been materially reduced with ‘minimal’...

Clive Smith

Clive Smith

Russell Investments

April 04, 2025 05:42

Macro

April 03, 2025 23:36

Aggressive US tariffs pressure China for a forceful response

To date, the Trump administration has raised the US tariff on Chinese imports from about 22% to 76%.

Kieran Davies

Kieran Davies

Coolabah Capital

April 03, 2025 23:36

Macro

April 03, 2025 16:54

Tariffs, trade, and tumbling markets: What it means for investors

It is certainly possible, the danger for this market always resides in the fact that it lies in natural long positioning, making active asset allocation away...

Charlie Jamieson

Charlie Jamieson

Jamieson Coote Bonds

April 03, 2025 16:54

Macro

April 03, 2025 16:28

Weighing up 'Liberation Day'

At the weekend, Goldman Sachs raised its inflation forecast, increased the chance of a US recession from 20 per cent to 35 per cent and warned that it was too...

Tom Stevenson

Tom Stevenson

Fidelity International

April 03, 2025 16:28

Macro

April 03, 2025 15:18

Navigating the next 46 months of Trump

Donald Trump’s second term was expected to reignite the market strategy of his first – corporate tax cuts, deregulation, and a pro-business stance.(1) While Trump’s...

Billy Leung

Billy Leung

Global X ETFs

April 03, 2025 15:18

Equities

April 03, 2025 15:10

Building a better breed of hybrid

Further, there is re-investment risk, because in a lower rate environment, hybrid investors are forced to reinvest into lower yielding options. Investors end...

Matthew Haupt

Matthew Haupt

Wilson Asset Management

April 03, 2025 15:10

Equities

April 03, 2025 14:29

The ASX 200 is getting smashed, but is now the big opportunity you’ve been waiting for?

To buy or not to buy. That is the question. Fundamentals, technicals, and how historical moves played out. We’ve got you covered.

Carl Capolingua

Carl Capolingua

Livewire Markets

April 03, 2025 14:29

Asset Allocation

April 03, 2025 12:49

Bitcoin, ethereum – income through high-yield crypto contracts | Clint Maddock

Clint explains how this all works, the mechanics behind the strategy, and what it tells us about the broader evolution of digital asset markets. So, before we...

Murdoch Gatti

York Wealth Management

April 03, 2025 12:49

Macro

April 03, 2025 12:27

US tariffs point to a sharp US contraction & global downturn

The higher reciprocal tariff rates were termed “discounted reciprocal tariff rates” because they were lower than the administration’s estimates of “tariffs charged to...

Kieran Davies

Kieran Davies

Coolabah Capital

April 03, 2025 12:27

Investment Theme

April 03, 2025 10:52

Liberation (or rather Retro) Day - some initial thoughts

Every so often the US casts its mind back to the 1950s it seems (eg American Graffiti and Happy Days in the 1970s) and so it is again!

Shane Oliver

Shane Oliver

AMP

April 03, 2025 10:52

Commodities

April 03, 2025 10:52

What the new US$3,000 era for gold means for investors

Compare that to the approximate 1,700 days that gold took, on average, to achieve previous US$500/oz increments, and the move stands out (Table 1).

Shaokai Fan

Shaokai Fan

World Gold Council

April 03, 2025 10:52

Macro

April 03, 2025 10:08

Tariffs: Making the U.S. Exceptional, but not in a good way

Under broad 25% tariffs, we should expect extreme shocks to the GDP of Canada and Mexico (5% and 7%, respectively).

Ben Inker

Ben Inker

GMO

April 03, 2025 10:08

Views from the Top

April 03, 2025 09:10

What it means to be a true contrarian (and two stock picks from a seasoned practitioner)

With global markets priced for perfection opportunities are rife for contrarians - although the investment style is not for the fainthearted

Chris Conway

Chris Conway

Livewire Markets

April 03, 2025 09:10

Listed Series

April 03, 2025 06:00

Income is harder to find — this ETF offers a fresh solution for retail investors

Macquarie’s fixed income team manages approximately $180 billion globally, supported by 38 credit analysts dedicated to assessing the quality and repayment ability of...

Vishal Teckchandani

Vishal Teckchandani

Livewire Markets

April 03, 2025 06:00

Equities

April 02, 2025 16:36

Who’s afraid of a little volatility? The ASX and global stocks the WAM team are buying and the risks to watch

The key themes and stocks to watch in the Wilson Asset Management Roadshow April 2025.

Sara Allen

Sara Allen

Livewire Markets

April 02, 2025 16:36

Macro

April 02, 2025 14:36

Liberation Day is here; gold futures surge as Trump slaps 25% tariffs on all cars; 10% on Australia & UK, 20% on EU

AMP’s Shane Oliver tips a 15% market fall from recent highs as Trump eyes the most extreme US protectionist policy in over 100 years.

Vishal Teckchandani

Vishal Teckchandani

Livewire Markets

April 02, 2025 14:36

181-200 of 35965

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