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Funds

July 10, 2024 16:59

Top performing funds: How 2 global equities managers dominated in FY24

It’s been a stellar year for global equities, courtesy of the tech-fuelled boom, but which fund managers topped the charts?

Sara Allen

Sara Allen

Livewire Markets

July 10, 2024 16:59

Macro

July 10, 2024 15:32

RBNZ starts to set the stage for rate cuts this year

Continued economic weakness has seen the RBNZ open the door for considering rate cuts this year.

Kieran Davies

Kieran Davies

Coolabah Capital

July 10, 2024 15:32

Equities

July 10, 2024 14:45

Keep calm and stay invested: Oberg and Ruiz give their take on surging equity markets

T. Rowe Price's Sam Ruiz and Wilson Asset Management's Oscar Oberg are glass half full - here, they explain why.

Chris Conway

Chris Conway

Livewire Markets

July 10, 2024 14:45

Equities

July 10, 2024 12:24

9 ASX stocks brokers upgraded to BUY last month

One or more brokers lifted their ratings for these companies during June.

Glenn Freeman

Glenn Freeman

Livewire Markets

July 10, 2024 12:24

The Pitch

July 10, 2024 11:00

The landmark moment in this veteran investor's 40 year career

Perpetual's Michael Korber is, without question, a markets veteran. Now, he's sharing the advice he would give to today's novices.

Hans Lee

Hans Lee

Livewire Markets

July 10, 2024 11:00

Macro

July 10, 2024 10:29

It has rarely been sensible to bet against Uncle Sam

The investment focus naturally shifts to the US in July near Independence Day but more so than ever this year as the completion of elections in the UK and in France...

Tom Stevenson

Tom Stevenson

Fidelity International

July 10, 2024 10:29

Education

July 10, 2024 10:00

Phil Lowe on what really matters

The former RBA governor, who recently joined as Chair of Future Generation Australia, discusses some of the key issues for Australians

Future Generation

Future Generation

Future Generation

July 10, 2024 10:00

Education

July 10, 2024 09:52

Steel's new groove: The transformation of an industry leader

The latest Firetrail Equity Edge Podcast has just landed.

Firetrail Investments

Firetrail Investments

Firetrail Investments

July 10, 2024 09:52

Daily Report

July 10, 2024 08:53

ASX 200 to fall, S&P 500 and Nasdaq notch record highs, Powell warns of high rate risks

Get up to date on overnight market activity and the big events for the day.

The Morning Wrap

Livewire Markets

July 10, 2024 08:53

Macro

July 10, 2024 07:39

The stage is set for rate cuts

Despite economic uncertainty, markets rallied in the first half of 2024, driven by expected Fed rate cuts and surging AI stocks. The second half of the year is likely...

Seema Shah

Seema Shah

Principal Asset Management

July 10, 2024 07:39

Equities

July 10, 2024 07:30

7 of Morgans’ best Aussie stock ideas

These companies from across the ASX’s small, mid and large-cap universe are some of the 32 called out in Morgans’ latest report

Glenn Freeman

Glenn Freeman

Livewire Markets

July 10, 2024 07:30

Equities

July 09, 2024 16:58

Four Pharma and Biotech stocks on the move in June

There were three companies in the Pharma & Biotech sector whose share prices rallied 70%+ in June, although share price increases for the sector were relatively muted...

Claire Aitchison

Claire Aitchison

Independent Investment Research

July 09, 2024 16:58

Success and More Interesting Stuff

July 09, 2024 13:03

Hungry for profit, patient for growth: Bellroy’s motto for sustainable growth

The story behind Bellroy, an Australian brand making waves in global retail

Matthew Kidman

Matthew Kidman

Centennial Asset Management

July 09, 2024 13:03

Rapid Fire

July 09, 2024 12:00

Why this "real asset" investor has a spring in his step

An outlook of stronger tenant demand and an upshift in manufacturing all bode well, says Trilogy's Clinton Arentz

Glenn Freeman

Glenn Freeman

Livewire Markets

July 09, 2024 12:00

The Pitch

July 09, 2024 11:00

3 stocks this investor is watching in an undervalued part of the market

This part of the world reflects 60% of the world’s GDP and is grossly underrepresented in most portfolios.

Sara Allen

Sara Allen

Livewire Markets

July 09, 2024 11:00

Macro

July 09, 2024 10:59

Policy choices and Australia’s growth conundrum

Economists build their forecasts via the inputs to demand. But when population and productivity are moving this fast, a different approach is needed. In this latest...

Tim Toohey

Tim Toohey

Yarra Capital Management

July 09, 2024 10:59

Rapid Fire

July 09, 2024 10:00

There’s plenty of opportunity in the less sexy parts of the market (if you're willing to look)

Elston Asset Management co-founder, Bruce Williams, shares his hot take in the following Rapid Fire- ahead of a Views From the Top interview

Chris Conway

Chris Conway

Livewire Markets

July 09, 2024 10:00

Equities

July 09, 2024 09:05

With low expectations priced in, this ASX company could surprise on the upside

As contrarian investors, we tend to shy away from popular and exciting stocks. By investing in companies that are out of favour, and therefore showing potential for...

Sudhir Kissun

Sudhir Kissun

Allan Gray

July 09, 2024 09:05

Daily Report

July 09, 2024 08:41

ASX 200 to rise, Wall Street ends mixed + Brokers weigh in on lithium and gold stocks

Get up to date on overnight market activity and the big events for the day.

The Morning Wrap

Livewire Markets

July 09, 2024 08:41

Asset Allocation

July 09, 2024 08:16

Unpacking titanium, healthcare, Japan, resources & more | James McDonald

Murdoch sits down with James McDonald, Co-PM for Pengana’s High Conviction Fund to discuss Titanium, Resources, Japan, Healthcare & more!

Murdoch Gatti

York Wealth Management

July 09, 2024 08:16

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