Investing & Market Trading Insights in Australia | Livewire

Search Results

Wires by Wilson Asset Management

No results found

Ensure all words are spelled correctly or try different keywords.

12321-12340 of 39201

Education

March 28, 2022 15:56

Supply chain disruption: Why this is no short term consequence of COVID and the huge role private equity will play

It seems just about everything’s being blamed for supply chain issues these days, even the neighbour’s barking dog. But if you’ve tried to buy a new car or a...

Sam Armstrong

Sam Armstrong

Barwon Investment Partners

March 28, 2022 15:56

Expert Insights

March 28, 2022 15:45

A growing high-yield credit market set to outperform as rates rise in 2022

The rapid growth in Asian credit markets is presenting opportunities and mispricings not available in other markets anymore. In this interview, John Stover from...

Matt Buchanan

Matt Buchanan

March 28, 2022 15:45

Investment Theme

March 28, 2022 09:49

3 fintech unicorns on geopolitics, the COVID curve and growth prospects

Many listed companies that excelled on the back of pandemic lockdowns are also among the “biggest losers” of the growth stock selloff we’ve seen in 2022 so far –...

Glenn Freeman

Glenn Freeman

Livewire Markets

March 28, 2022 09:49

Equities

March 28, 2022 09:45

The stocks set to fly as travel takes off again

Looks like travel's back on the menu! Local and international borders are open again, and travel stocks are set to take off. In the wire below, Dominic Rose from...

Dominic Rose

Dominic Rose

Montgomery Lucent Investment Management

March 28, 2022 09:45

Investment Theme

March 28, 2022 06:45

Compelling opportunity set in alternative assets

Listen to the WAM Alternative Assets (ASX: WMA) FY2022 Interim Results Webinar to hear from Director Geoff Wilson AO and Portfolio Manager Dania Zinurova as they...

Wilson Asset Management

Wilson Asset Management

Wilson Asset Management

March 28, 2022 06:45

Property

March 28, 2022 06:30

Bowser prices to bananas: What is inflation, why should investors care?

For most people, it's been decades since they've had to deal with high inflation - if ever. But it's looking increasingly likely this will be the story of the years...

Peta Tilse

Peta Tilse

Cromwell Funds Management

March 28, 2022 06:30

Collections

March 28, 2022 06:30

Shane Oliver: How to play a faltering bull market

The spectacular slump we’ve seen in the ASX Small Ords and the NASDAQ 100 – down more than 7% and 15% – suggests the fever dream of the last two years might be over....

Angus Kennedy

Angus Kennedy

Livewire Markets

March 28, 2022 06:30

Fixed Income

March 28, 2022 06:30

Thought fixed income was all the same? Think again

In a world where official rates are moving, or about to move up, there is a view that all fixed-income assets will provide declining returns. But Andrew Lockhart from...

David Thornton

Livewire Markets

March 28, 2022 06:30

Equities

March 28, 2022 05:11

Franchised growth insulated from rates

We share three high-conviction franchised business models to navigate current macro uncertainty amid rising rates: EWCW, FXLV and MCDAbout us: GORA is an...

James O'Brien

James O'Brien

Great Ocean Road Advisors

March 28, 2022 05:11

Equities

March 27, 2022 11:44

Weekly S&P500 ChartStorm - 27 March 2022

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color and...

Callum Thomas

Callum Thomas

Topdown Charts

March 27, 2022 11:44

Macro

March 27, 2022 10:52

Our nation is not yet secure

In the AFR I write that it’s curiously un-Australian to be woefully unprepared for a fight. But that is the situation we find ourselves in. And it is the crisis that...

Christopher Joye

Christopher Joye

Coolabah Capital

March 27, 2022 10:52

Education

March 26, 2022 15:54

Media Worth Consuming – March 2022

My top five articles across the month are: Reliance Industries has outfoxed Amazon by taking employees and store leases from a nearly bankrupt Indian retailer. Supply...

Jonathan Rochford

Jonathan Rochford

Narrow Road Capital

March 26, 2022 15:54

Daily Report

March 25, 2022 17:21

The Match Out: ASX edges higher into the weekend, rallies 1.5% for the week

A marginally positive session today with the market chopping in a tight +/-35 point range closing back above 7400, Materials strong thanks to strength in the Iron Ore...

James Gerrish

James Gerrish

Market Partners

March 25, 2022 17:21

The Rules of Investing

March 25, 2022 15:57

3 ingredients for small cap success

The multi-bagger is the “holy grail” for most small-cap investors. Whether you like tech, resources, industrials, or all of the above, there’s nothing quite like the...

The Rules of Investing

The Rules of Investing

Livewire Markets

March 25, 2022 15:57

Investment Theme

March 25, 2022 13:48

Youth in crisis among the causes backed by Future Generation LIC

Mental health crises, particularly among young people, has become something of a pandemic of its own during the years of COVID disruptions we’ve all endured. This is...

Future Generation

Future Generation

Future Generation

March 25, 2022 13:48

Property

March 25, 2022 13:23

Supply chain crisis: Why the worst is behind us, and what this means for investors

The relative fragility of the global supply chain has been revealed by COVID-19-induced lockdowns, labour shortages, extreme weather, and more writes Cromwell's Peta...

Peta Tilse

Peta Tilse

Cromwell Funds Management

March 25, 2022 13:23

Education

March 25, 2022 10:16

How climate leaders will trump complacent companies

Climate leaders - those that decarbonise their businesses faster than others - will have a rising cost advantage over competitors in the decade ahead.Unsustainably low...

Schroders Australia

Schroders Australia

Schroders

March 25, 2022 10:16

Equities

March 25, 2022 08:42

Strandline re-rating rapidly as mineral sands prices turn white hot

Things are booming in the mineral sands space. Russia’s invasion of Ukraine has added to long-term supply concerns as, along with a lot of other hard and soft...

Barry FitzGerald

Barry FitzGerald

Independent Journalist

March 25, 2022 08:42

Equities

March 25, 2022 07:30

A top-performing stock you’ve never heard of

Only a third of the 2,300 international companies in the MSCI World index have been listed since 1990. Of these, it might surprise you that the top-performing stock...

Delian Entchev

Delian Entchev

Aoris Investment Management

March 25, 2022 07:30

Investment Theme

March 25, 2022 06:45

Outlook for small-to-mid cap Australian companies

In terms of our view we have reduced our retail exposure but we are still invested in some of the highest quality names like Accent Group (ASX: AX1) and Lovisa (ASX:...

Wilson Asset Management

Wilson Asset Management

Wilson Asset Management

March 25, 2022 06:45

12321-12340 of 39201

Advertisement