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Daily Report

May 13, 2022 16:48

The Match Out: Stocks bounce from 3-month lows, Pro-Pac Packaging downgrades earnings

Friday’s green on the screen to round out a bit of shine on a pretty dull week for equities. All sectors traded higher into the weekend, no better exemplified than...

James Gerrish

James Gerrish

Market Partners

May 13, 2022 16:48

Equities

May 13, 2022 16:30

Quality growth is on sale now

Growth and long-duration stocks have been sold off savagely during the first half of 2022. While Nick Cregan of Fairlight Asset Management doesn't disagree with the...

Nicholas Cregan

Nicholas Cregan

Fairlight Asset Management

May 13, 2022 16:30

Fixed Income

May 13, 2022 15:03

Listed Hybrids Playing Catchup

The Australian ASX listed hybrid market generally trades at a premium versus similar securities in the institutional market, meaning listed assets generally produce a...

Chris Black

Chris Black

Alexander Funds Management

May 13, 2022 15:03

Fixed Income

May 13, 2022 15:00

In a highly uncertain world, markets will remain very volatile

Inflation is unlikely to return quickly to any stable trend levels, with more volatility expected in readings as the world returns to a larger boom/bust cycle. This...

Charlie Jamieson

Charlie Jamieson

Jamieson Coote Bonds

May 13, 2022 15:00

Asset Allocation

May 13, 2022 14:51

Mission Impossible: Will global central banks nail the "soft landing"?

First, it was "unprecedented". Then, it was "transitory". When that left the airwaves, US Federal Reserve chairman Jerome Powell told us all to "retire" the word in...

Hans Lee

Hans Lee

Livewire Markets

May 13, 2022 14:51

Equities

May 13, 2022 14:28

The outlook for equities

Note: This article was written on May 6. Across many asset classes—global equities, fixed income and cash—real returns have been deeply negative over 2022, as...

Todd Hoare

Todd Hoare

LGT Crestone

May 13, 2022 14:28

Equities

May 13, 2022 07:41

Galileo’s soaring share price shows exploration success outweighs broader market woes every day

As Barry Fitzgerald explains in this wire, explorers can be relied on to serve up a reminder every now and then that impressive exploration results will win out over...

Barry FitzGerald

Barry FitzGerald

Independent Journalist

May 13, 2022 07:41

Equities

May 13, 2022 07:13

Why peak inflation is bullish for stock markets

A few weeks ago, I wrote about ‘peak inflation’ and why bonds are the ‘most contrarian bet to make right now’. In this wire, I want to explain why that’s...

Greg Canavan

Greg Canavan

Fat Tail Investment Research

May 13, 2022 07:13

Buy Hold Sell

May 13, 2022 06:30

Buy Hold Sell: 6 bullish calls to beat the portfolio blues

In case you missed it, in this episode of Buy Hold Sell, Livewire's Ally Selby is joined by TMS Capital's Ben Clark and Tribeca Investment Partners' Jun Bei Liu for a...

Buy Hold Sell

Buy Hold Sell

Livewire Markets

May 13, 2022 06:30

Macro

May 13, 2022 06:04

Great Crypto-Currency Ponzi Scheme Crashes as Bitcoin loses US$800 billion...

As a result of sharply higher inflation and interest rates, the great unregulated crypto-currency "ponzi scheme" has finally started to unravel, as we warned it...

Christopher Joye

Christopher Joye

Coolabah Capital

May 13, 2022 06:04

Equities

May 12, 2022 18:10

How small-cap fundie Chris Stott is positioned as volatility returns

Chris Stott, the head of Australian small-cap fund manager 1851 Capital, has shifted the fund to its most defensive positioning since COVID struck in March 2020 but...

Glenn Freeman

Glenn Freeman

Livewire Markets

May 12, 2022 18:10

Daily Report

May 12, 2022 17:19

The Match Out: ASX down with any tech being too much tech today!

Technology stocks were smashed today, the IT sector down 8.7% with 10+% falls common-place at the large end, and 15%+ at the small end as big and consistent...

James Gerrish

James Gerrish

Market Partners

May 12, 2022 17:19

Asset Allocation

May 12, 2022 17:02

Repositioning portfolios for high inflation

It’s hard to escape commentary on the eruption of inflation. Voters are telling pollsters that ‘cost of living pressures’ are front-of-mind in the context of the...

Jonathan Armitage

Jonathan Armitage

MLC Asset Management

May 12, 2022 17:02

Asset Allocation

May 12, 2022 16:00

An economic growth engine

I have a confession. I don’t know much about the inner workings of combustion engines. Starting combustion engines, I know a lot about. Almost half a century of...

Damien Klassen

Damien Klassen

Nucleus Wealth

May 12, 2022 16:00

Decarbonisation

May 12, 2022 15:38

Finding a carbon solution: 7 stocks fronting the net-zero surge

The world has enjoyed more than a century of “progress” which has seen developed market industrialisation, huge population growth, globalisation, and the emergence...

Sarah Shaw

Sarah Shaw

4D Infrastructure

May 12, 2022 15:38

Asset Allocation

May 12, 2022 14:25

The risk of a policy mistake

It is no surprise that, given the geopolitical, policy, and market events of the last few months, our market outlook has evolved from the views we expressed in our...

State Street Investment Management

State Street Investment Management

State Street Investment Management

May 12, 2022 14:25

Expert Insights

May 12, 2022 14:00

How to separate a good quality stock from a good quality company

Investing is the antithesis of easy - picking up companies with strong balance sheets or attractively priced stocks is only one-half of the job. The combination of...

David Thornton

Livewire Markets

May 12, 2022 14:00

Decarbonisation

May 12, 2022 13:45

The theme attracting one-third of every investible dollar

Hari Balkrishna at from T Rowe Price believes impact investing is the perfect theme to invest in if you want to continually find companies with exciting growth...

Angus Kennedy

Angus Kennedy

Livewire Markets

May 12, 2022 13:45

Equities

May 12, 2022 13:24

Block - Part 1: Square's Lifecycle of Sustainable Competitive Advantage

At ECP, we spend a lot of time researching exceptional businesses, looking for rare combinations of competitive advantages that create conditions where strong...

Damon Callaghan

Damon Callaghan

ECP Asset Management

May 12, 2022 13:24

Expert Insights

May 12, 2022 12:05

Yarra Capital: Where to invest as growth slows

Rain, hail or shine, investors must make investment decisions for the betterment of their holdings. But when a record bull market looks set to falter, hitting...

Angus Kennedy

Angus Kennedy

Livewire Markets

May 12, 2022 12:05

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