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23181-23200 of 39241

October 17, 2017 12:30

Optimistic about A2 Milk

Robert Frost

OC Funds Management

October 17, 2017 12:30

October 17, 2017 12:24

See what The CEO's thought of Wage Inflation, Advertising & the Global Economy this week

NAOS Asset Management

October 17, 2017 12:24

October 17, 2017 11:31

The Netflix culture paradigm

Andrew Fleming

Schroders

October 17, 2017 11:31

October 17, 2017 10:13

The least understood word in Finance

One of my favourite quotes used by Gerard Minack, a director of Morphic and Ex-Head of Developed Markets strategy at Morgan Stanley and well-known bear, is that “we’re...

Chad Slater

Ellerston Capital

October 17, 2017 10:13

Expert Insights

October 17, 2017 08:39

Former market darling offers compelling value

Markets tend to overreact on both the upside and the downside. Two years ago, Sirtex was trading at $40 per share and expectations were running high. Following several...

SEC

Livewire Exclusive

Livewire Markets

October 17, 2017 08:39

Buy Hold Sell

October 17, 2017 07:15

Domain IPO: 5 key questions

With Domain listing next month, Jeremy Hook from TMS Capital asks Roger Montgomery from The Montgomery Fund and Neil Carter from IFM Investors for their take on the...

REA

Livewire Exclusive

Livewire Markets

October 17, 2017 07:15

October 16, 2017 19:14

Bernanke points to a new dawn for monetary policy

In a recent research paper, former Chair of the Federal Reserve, Mr Ben Bernanke, proposes price level targeting as an alternative framework for monetary policy. ...

Sam Ferraro

October 16, 2017 19:14

October 16, 2017 15:22

Upcoming bank results should cheer investors

Three of Australia’s biggest banks – Westpac (ASX: WBC), ANZ (ASX: ANZ) and NAB (ASX: NAB)– are about to report, and we think there’s plenty of reasons to be...

Stuart Jackson

October 16, 2017 15:22

Equities

October 16, 2017 13:59

Aussie tech stocks Versus Alphabet

There has been some recent commentary from a number of market participants suggesting that the US tech sector is “crowded” and “expensive”. In reality, the valuation...

Sam Granger

Equanimity Partners

October 16, 2017 13:59

October 16, 2017 11:37

China takes the BAT to FANG

Just a few days ago, Alibaba Group, the Chinese on-line retailer, came within 1% of being the world’s most valuable retailer – with a market capitalisation of U$473b,...

Alex Pollak

Loftus Peak

October 16, 2017 11:37

October 16, 2017 10:20

Inflation Watch

Cameron Rae

Laminar Capital & Easterly Asset Management

October 16, 2017 10:20

October 16, 2017 10:06

Bond bears have it wrong again

Bond Bears have become vociferous again in line with the recent move higher in US 10 year yield, which has moved higher by 36 bp, the highest for the year thus far as...

Chris Manuell, CMT

Jamieson Coote Bonds

October 16, 2017 10:06

October 16, 2017 09:02

The New Criterion: Latam Autos and Johns Lyng Group

Tim Boreham

Independent Investment Research

October 16, 2017 09:02

October 16, 2017 07:53

Small-caps and mid-caps riding global growth

Andrew Mitchell

Ophir Asset Management

October 16, 2017 07:53

October 14, 2017 16:13

This week in tech: Netflix, Amazon and flying taxis

Cable media stocks fell sharply after AT&T announced video subscriber losses, following Comcast and leading to $60 billion being wiped off their valuations. Investors...

Lachlan MacGregor

Alphinity Investment Management

October 14, 2017 16:13

October 13, 2017 18:49

The RBA rings the bell

Sam Ferraro

October 13, 2017 18:49

October 13, 2017 18:05

Wilson Asset Management weekly: Mantra and Swift

Chris Stott

Portfolio Manager

October 13, 2017 18:05

October 13, 2017 15:05

Breaking up and spinning off

In late September Commonwealth Bank announced both the sale of its life insurance business and that they were looking at floating the bank’s funds management business...

BHP

Hugh Dive

Atlas Funds Management

October 13, 2017 15:05

October 13, 2017 14:44

Westpac weekly markets video

Sean Callow

Westpac Bank

October 13, 2017 14:44

Expert Insights

October 13, 2017 13:30

How the banks are fighting disruption

A few years ago, there were concerns over ‘disintermediation’ of the major banks – fintech disruptors were slowly chipping away at the various services the banks...

Livewire Exclusive

Livewire Markets

October 13, 2017 13:30

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Optimistic about A2 Milk

See what The CEO's thought of Wage Inflation, Advertising & the Global Economy this week

The Netflix culture paradigm

The least understood word in Finance

Former market darling offers compelling value

Domain IPO: 5 key questions

Bernanke points to a new dawn for monetary policy

Upcoming bank results should cheer investors

Aussie tech stocks Versus Alphabet

China takes the BAT to FANG

Inflation Watch

Bond bears have it wrong again

The New Criterion: Latam Autos and Johns Lyng Group

Small-caps and mid-caps riding global growth

This week in tech: Netflix, Amazon and flying taxis

The RBA rings the bell

Wilson Asset Management weekly: Mantra and Swift

Breaking up and spinning off

Westpac weekly markets video

How the banks are fighting disruption