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22081-22100 of 39245

April 26, 2018 16:31

How will the banks do in the first half results?

Stuart Jackson

April 26, 2018 16:31

April 26, 2018 15:50

An overlooked commodity with huge catalysts

A few months ago we wrote on Livewire that the spot price of Uranium was far too low based on the fundamentals of the industry, and that it was like buying oil at...

Michael Goldberg

Collins St Asset Management

April 26, 2018 15:50

Macro

April 26, 2018 14:41

Be careful what you wish for

When, a couple of years ago, Saudi Arabia was twisting the arms of Russia and 22 other oil producing countries to stem the flow of crude, the oil price was already off...

Tom Stevenson

Fidelity International

April 26, 2018 14:41

April 26, 2018 14:23

The growing opportunity in South Korea

Over the years during Kevin Bertoli’s time travelling to South Korea, often at times when relations were considerably strained, people have always seemed to take the...

PM Capital

April 26, 2018 14:23

Macro

April 26, 2018 11:43

The economics of aging

The following is an extract from a note that was recently sent to investors in the Montaka Global Fund. There is a significant change in demographics that is currently...

MOGL

Andrew Macken

Montaka Global Investments

April 26, 2018 11:43

April 26, 2018 11:16

Reconciling market psychology with fundamentals

In this 12-part Cadence Investing Series, we discuss several aspects of the investment process and how it actually works in practice. Topics covered include market...

CDM

Karl Siegling

Cadence Capital Limited

April 26, 2018 11:16

April 26, 2018 11:03

Why the equity market should resume its advance

The problem with most economic data and company profit announcements is that they are backward-looking, while the share market is forward-looking. That is why we place...

Marcus Tuck

Mason Stevens

April 26, 2018 11:03

April 26, 2018 10:05

Is Peace on the Korean Peninsula Really a Possibility?

EAI

Mary Manning

Alphinity Investment Management

April 26, 2018 10:05

April 26, 2018 09:59

Some Thoughts on Asset Prices

This time last year we outlined some thoughts on Australian house prices and noted the premium at which dwellings in this country traded relative to historical...

Hamish Carlisle

Merlon Capital

April 26, 2018 09:59

April 26, 2018 09:36

What's ahead for the bank reporting season?

WBC

PM Capital

April 26, 2018 09:36

April 26, 2018 08:53

Our Top Dividend Pick

So far 2018 has begun just as 2017 finished, with the established ‘more mature’ businesses, as categorised by the ASX top 20, underperforming their smaller cousins....

Michael Wayne

Medallion Financial Group

April 26, 2018 08:53

Expert Insights

April 26, 2018 06:30

A big shift in China

For many years China has had a single focus of delivering high GDP growth. John Lake from Paradice Investment Management has recently returned from a visit to China...

Livewire Exclusive

Livewire Markets

April 26, 2018 06:30

Volatility in the A-REIT sector

Winston Sammut

Folkestone Maxim Asset Management

April 26, 2018 06:30

Equities

April 24, 2018 13:54

BHP remains in an upgrade cycle

Our bullish view on resources remains intact, and our conviction on BHP Billiton Limited (BHP) has grown as we move into a more reflationary environment, coupled with...

BHP

Nicholas Leitl

K2 Asset Management

April 24, 2018 13:54

April 24, 2018 12:03

The dos and don’ts of doing derivatives

Daniel Bosscher

PERENNIAL VALUE MANAGEMENT

April 24, 2018 12:03

April 24, 2018 10:19

The spirit of finding anomalies

PM Capital

April 24, 2018 10:19

Investment Theme

April 24, 2018 09:30

Was the 'F' of the FANGs priced for perfection’?

Facebook’s high-profile woes over its collection, storage and use of personal data are a vivid illustration of the extra risk investors take on with any stock that is...

Nick Kirrage

Schroders

April 24, 2018 09:30

April 24, 2018 07:44

Chart Of The Week: Commodity Valuations

This week it's Commodities, specifically an aggregate view of commodities and a look at valuations. Commodities as an asset class rose from relative obscurity to...

Callum Thomas

Topdown Charts

April 24, 2018 07:44

April 24, 2018 06:30

Spotlight on Insurance

Each quarter, Alphinity Investment Management’s portfolio managers share their expert views on the trends and themes emerging within their relevant sectors. This...

Andrew Martin

Alphinity Investment Management

April 24, 2018 06:30

April 23, 2018 17:32

What Mattered Today; Banks find a bid

The bourse performed well on a slow news day today, as banks and miners lead the index higher. Banks, in particular the regionals in Bendigo and Bank of QLD, were...

James Gerrish

Market Partners

April 23, 2018 17:32

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How will the banks do in the first half results?

An overlooked commodity with huge catalysts

Be careful what you wish for

The growing opportunity in South Korea

The economics of aging

Reconciling market psychology with fundamentals

Why the equity market should resume its advance

Is Peace on the Korean Peninsula Really a Possibility?

Some Thoughts on Asset Prices

What's ahead for the bank reporting season?

Our Top Dividend Pick

A big shift in China

Volatility in the A-REIT sector

BHP remains in an upgrade cycle

The dos and don’ts of doing derivatives

The spirit of finding anomalies

Was the 'F' of the FANGs priced for perfection’?

Chart Of The Week: Commodity Valuations

Spotlight on Insurance

What Mattered Today; Banks find a bid