Investing & Market Trading Insights in Australia

Search Results

Wires by Wilson Asset Management

No results found

Ensure all words are spelled correctly or try different keywords.

20561-20580 of 39264

January 25, 2019 15:35

Lucky number (twenty) 8?

While it is easy for investors to conclude that Australia’s run of economic growth is coming to an end with a housing slowdown, a closer balanced analysis of the...

Jay Sivapalan

Janus Henderson

January 25, 2019 15:35

January 25, 2019 15:34

CPI might not help the struggling Aussie dollar

Sean Callow

Westpac Bank

January 25, 2019 15:34

Asset Allocation

January 25, 2019 15:07

Klarman, Buffett, and Beating the Market

Reading through Patrick Poke’s article yesterday analysing Seth Klarman’s annual letter for Baupost Group ("Klarman: A Buying Opportunity"), a particular passage stood...

Luke Cummings

Harvest Lane Asset Management

January 25, 2019 15:07

Macro

January 25, 2019 14:57

VGI's hedge fund top of the pops

In my column today I argue that to have any hope of divining the prospects for 2019, one has to first solve the Rubik’s Cube that was 2018 in which the most overvalued...

Christopher Joye

Coolabah Capital

January 25, 2019 14:57

Education

January 25, 2019 12:03

Screening for winning Fund Managers, while removing the duds

It has been an incredibly ugly period for funds management in recent months, albeit a very informative one for their investors. Unfortunately, the market environment...

Jerome Lander

WealthLander

January 25, 2019 12:03

January 25, 2019 10:11

What's happening in markets this morning?

Patrick Poke

Livewire Markets

January 25, 2019 10:11

Equities

January 25, 2019 10:08

Betting on Fast Fashion with Glassons

We added seven new stocks to the Forager International Shares Fund portfolio in 2018. One of them was New Zealand company Hallenstein Glasson Holdings (NZSE:HLG). ...

Chloe Stokes

Forager

January 25, 2019 10:08

January 25, 2019 08:56

Little Liontown to show why it can be a big lithium producer

Barry FitzGerald

Independent Journalist

January 25, 2019 08:56

Investment Theme

January 25, 2019 07:00

The rise of Afterpay, Zip, and the Neobanks

Given the reputational damage suffered by the big four Australian banks throughout the Banking Royal Commission hearings, many bank customers and investors are looking...

Jack Copeman

January 25, 2019 07:00

January 24, 2019 17:14

Production reports dominate the news flow

The ASX edged higher with most of the gains coming late in the day, strong buying in the match with light volumes and options expiry playing around with prices - some...

James Gerrish

Market Partners

January 24, 2019 17:14

Macro

January 24, 2019 15:01

Wonderful companies at depressed valuations

As Trump pressured China with trade wars, manufacturing indices around the world showed steady declines. I attribute this to falling business confidence, leading to...

Garry Laurence

Profeta Investments

January 24, 2019 15:01

Education

January 24, 2019 12:36

Klarman: A buying opportunity (but not for the faint of heart)

Seth Klarman, CEO and Portfolio Manager of the US-based hedge fund, Baupost Group, has been touted widely as “the next Warren Buffett”. The nickname The Oracle of...

Patrick Poke

Livewire Markets

January 24, 2019 12:36

Equities

January 24, 2019 11:07

Asaleo Divestment Well Received

In November we published an analysis of all divestment announcements of ASX100 companies in Australia since the year 2000. Of approximately 1,200 announcements, there...

AHY

Joey Mui

Merlon Capital

January 24, 2019 11:07

Asset Allocation

January 24, 2019 10:45

The beginning of the end of the bubble?

Jeremy Grantham, Co-Founder and Chief Investment Strategist at US-based $75 billion fund, GMO, has some form in calling out bubbles. So it was notable that their asset...

Alex Cowie

January 24, 2019 10:45

January 24, 2019 09:52

What's happening in markets this morning?

Patrick Poke

Livewire Markets

January 24, 2019 09:52

Macro

January 24, 2019 09:31

Australian housing downturn Q&A – how bad will it get?

The housing cycle and house prices always incite high interest in Australia. Until recently it was all about surging prices and poor affordability – particularly in...

Shane Oliver

AMP

January 24, 2019 09:31

Equities

January 24, 2019 09:30

First Au - Highly leveraged to exploration success

One of the latest "listings" on the ASX is First Au (ASX:FAU), which is the result of the June 2018 reinstatement of Public Holdings (Australia) Ltd following the...

FAU

Mark Gordon

Independent Investment Research

January 24, 2019 09:30

Investment Theme

January 24, 2019 09:04

It's a very good time to be an Australian gold producer

Australian dollar gold price has recently broken out to all time highs, and the thesis on gold remains very much intact. It’s a very good time to be an Australian gold...

Rob Tucker

Chester High Conviction Fund

January 24, 2019 09:04

Asset Allocation

January 24, 2019 08:47

4 tips for a weather proof portfolio

Reading the financial press about the outlook for 2019? If so, you’ve probably got another reason to stay on holiday for as long as possible. According to some, an...

Pete Morrissey

Dexus

January 24, 2019 08:47

Macro

January 24, 2019 07:00

Correction or bear market? 6 charts that analyse market declines

The market turmoil that began in early 2018 intensified later in the year, as the S&P 500 Composite Index declined nearly 20% between its September peak and late...

Paul Hennessy

Capital Group

January 24, 2019 07:00

20561-20580 of 39264

Account

Company

Search Results

Filters

Content Type

Contributor

Stock

Sort

Lucky number (twenty) 8?

CPI might not help the struggling Aussie dollar

Klarman, Buffett, and Beating the Market

VGI's hedge fund top of the pops

Screening for winning Fund Managers, while removing the duds

What's happening in markets this morning?

Betting on Fast Fashion with Glassons

Little Liontown to show why it can be a big lithium producer

The rise of Afterpay, Zip, and the Neobanks

Production reports dominate the news flow

Wonderful companies at depressed valuations

Klarman: A buying opportunity (but not for the faint of heart)

Asaleo Divestment Well Received

The beginning of the end of the bubble?

What's happening in markets this morning?

Australian housing downturn Q&A – how bad will it get?

First Au - Highly leveraged to exploration success

It's a very good time to be an Australian gold producer

4 tips for a weather proof portfolio

Correction or bear market? 6 charts that analyse market declines