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Education

September 13, 2018 08:10

Timing is everything

Timing is everything. This fact of life is true with just about every decision we make. Many investors believe timing the market is everything. Selling out of equities...

Patrick Hodgens

Firetrail Investments

September 13, 2018 08:10

September 13, 2018 07:44

Key themes creating opportunities

PIC

Perpetual Equity Investment Company

Perpetual Asset Management (Australia)

September 13, 2018 07:44

September 12, 2018 14:33

7 lessons from the GFC for investors today

But it magnifies losses when things reverse and can force the closure of positions at a loss when the lenders lose their confidence and refuse to roll over...

Shane Oliver

AMP

September 12, 2018 14:33

September 12, 2018 11:30

Investment lessons from the past

Vinay Agarwal

First Sentier Investors

September 12, 2018 11:30

September 12, 2018 10:45

The 10 best and worst performers of August

The recent whipsaw of capital back towards higher growth / higher valuation businesses has been most evident across the more growth-heavy small and mid-cap equities...

Andrew Mitchell

Ophir Asset Management

September 12, 2018 10:45

September 12, 2018 10:33

China v America trade war: who has the most to lose, according to game theory?

Matthew Haupt

Wilson Asset Management

September 12, 2018 10:33

Equities

September 12, 2018 10:00

Where the short sellers have it wrong

In September of last year, I nominated a stock on Livewire where I felt the short sellers had it wrong. The stock I chose was Flight Centre Travel Group (ASX: FLT), as...

NAOS Asset Management

September 12, 2018 10:00

September 12, 2018 09:54

The surprising EM winner from higher oil prices

BHP

PM Capital

September 12, 2018 09:54

Fund in Focus

September 12, 2018 09:17

Fund In Focus: Ardea Real Outcome Fund

When we talk to investors, there seems to be three common concerns around fixed income. Aren’t yields too low? Won’t there be capital losses if rates rise? Is it game...

Gopi Karunakaran

Ardea Investment Management

September 12, 2018 09:17

September 12, 2018 09:05

The New Criterion: the winners from the banking royal commission

Tim Boreham

Independent Investment Research

September 12, 2018 09:05

September 12, 2018 08:25

Good news stories buried in reporting season

IT consulting group Empired (EPD) and brand design, distribution and retail player PAS Group (PGR) were two small companies that appeared not to receive the acclaim...

Martin Pretty

Equitable Investors

September 12, 2018 08:25

September 11, 2018 13:41

Business Insights Across the Market

NAOS Asset Management

September 11, 2018 13:41

Collections

September 11, 2018 13:40

Dumpster diving for deep value

10 years into a bull market, and with most major indices showing triple-digit percentage gains from their lows, finding value is tough. Compounding the challenges,...

Livewire Exclusive

Livewire Markets

September 11, 2018 13:40

September 11, 2018 13:36

Yield story still intact for the banks

We believe major bank dividends are sustainable. This is despite a challenging operating environment that we feel is being reasonably managed to grow profitably at a...

Bell Potter

Stockbroker

September 11, 2018 13:36

September 11, 2018 12:59

The momentum “bubble”

What an extraordinary period in markets this is. I haven’t seen anything like this since the peak of the .COM bubble. When prices are moving irrespective or even...

Charlie Aitken

Aitken Investment Management

September 11, 2018 12:59

Macro

September 11, 2018 12:09

The Global Economic Backdrop

The global environment remained constructive for most of Q3, however several important risks intensified. The Federal Reserve’s rate hikes contributed to an...

Ronald Temple

Lazard Asset Management

September 11, 2018 12:09

September 11, 2018 11:50

Are bargains surfacing in the Diversified Financials?

A number of the diversified financial stocks have experienced a tough year with the Hayne Royal Commission weighing on many in the sector e.g. AMP is down over 30%...

AMP

James Gerrish

Market Partners

September 11, 2018 11:50

September 11, 2018 11:00

Hospital Groups facing painful rehabilitation

While reporting season confirmed the continued strength of Australian corporates, private hospital operators were a stark exception, with fundamentals deteriorating...

Phil Strano

Yarra Capital Management

September 11, 2018 11:00

September 11, 2018 09:52

Strong results for IDP Education

IEL

Stuart Jackson

September 11, 2018 09:52

September 11, 2018 09:22

Wage Worry

Global equities were on the defensive last week reflecting rising trade tensions and a higher than expected US wage outcome. Contrary to hopes, no US-Canada trade deal...

David Bassanese

Betashares