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Equities

January 26, 2022 08:00

Why The Carlyle Group may be the next Blackstone

Why this PE high-flyer could be the next Blackstone Alternative asset managers KKR, Blackstone, and Carlyle have been major winners for the Montaka funds over the...

MOGL

Chris Demasi

Montaka Global Investments

January 26, 2022 08:00

Daily Report

January 25, 2022 17:38

The Match Out: ASX hit 2.5%, Energy stocks feel the heat, Zip Co confirms interest in Sezzle

It was a tough day for the ASX with a negative lead from the futures market putting pressure on stocks early before a hotter than expected inflation read at 11.30 am...

+10

James Gerrish

Market Partners

January 25, 2022 17:38

Fixed Income

January 25, 2022 12:21

State government bonds transition from RBA QE to bank QE in 2022 and beyond...

Since 2014, banks have typically bought a large chunk of all new State government bond ("semi") issuance, with a peak of 49% in 2020. Our analysis suggests that as a...

Dr Stephen Parker

Coolabah Capital

January 25, 2022 12:21

Macro

January 25, 2022 11:42

Share market falls: 7 things for investors to keep in mind

Most of the time, share markets are relatively calm and don’t make the headlines. But every so often they have a tumble and make the “front page” with headlines like...

Shane Oliver

AMP

January 25, 2022 11:42

Equities

January 25, 2022 11:26

2022 – Time to take action (an alternative approach)

2022 looks like it could be a challenging year for equity investors. The after-effects of the pandemic driven monetary support which overwhelmed financial markets in...

Chad Padowitz

Talaria Asset Management

January 25, 2022 11:26

Macro

January 25, 2022 09:11

The only certainty is uncertainty

It may be the most expensive stock market, but in a world with few certainties, we have been able to rely on the performance of American companies, and notably, the...

Tom Stevenson

Fidelity International

January 25, 2022 09:11

Macro

January 25, 2022 07:56

Could the crypto crash become a 21st century Tulip Bulb Bubble?

In December 2019, Bitcoin, a decentralised digital currency without a government guarantee, conventional bank-backing, or demonstrated utility as a scalable medium of...

Christopher Joye

Coolabah Capital

January 25, 2022 07:56

Investment Theme

January 25, 2022 07:41

Family Matters - Managing the wealth of family offices

In this episode, David is joined by Karl Wellner of Papamarkou Wellner Asset Management, a US firm that provides investment solutions to some of Europe and the United...

David Clark

Koda Capital

January 25, 2022 07:41

Education

January 25, 2022 06:58

3 key sectors and how to play them

Looking back at the extraordinary year of 2021, and towards the year ahead, three senior members of the Magellan investment team explain their approach to managing key...

Magellan Investment Partners

January 25, 2022 06:58

Equities

January 24, 2022 18:42

Can Peloton (PTON) get back on track at current levels?

Back in November we posted a wire on our short position in Peloton. The article discussed our valuation concerns and various headwind catalysts that supported our...

Nick Dekker

Fiftyone Capital

January 24, 2022 18:42

Equities

January 24, 2022 18:17

European Metals – developing a major ESG-credentialed lithium hydroxide project; NPV increases almost 75% to ~US$1.938 bn

mitigation planning recently identified solar power, battery-electric mining fleet, Hypex Bio explosives and the potential use of green hydrogen for thermal energy...

EMH

Nicholas Boyd-Mathews

ICM Global Markets - Janah Capital

January 24, 2022 18:17

Daily Report

January 24, 2022 17:28

The Match Out: ASX down but bounces well off lows, Adairs hurt by rising costs, Regis Resources’ FY production caves in

The ASX opened on the back foot this morning, hitting a low of 7086 / down -89 points on the ASX 200 shortly after the open. This followed the weakness in the US on...

James Gerrish

Market Partners

January 24, 2022 17:28

Meet The Investor

January 24, 2022 14:06

Meet Tom: The farmer reaping the rewards of investing

During the day, Tom is a fifth-generation farmer, working on the land. By night, he's an avid investor. While others may relax in front of the TV at the end of the...

Ally Selby

Livewire Markets

January 24, 2022 14:06

Macro

January 24, 2022 08:34

Goldman Sachs hints at more aggressive Fed rate hikes in 2022...

In a research note over the weekend, Goldman Sachs chief economist Jan Hatzius wrote that while they expect the Fed to lift rates four times in 2022, the risks are...

Christopher Joye

Coolabah Capital

January 24, 2022 08:34

Education

January 24, 2022 08:00

Want to make better forecasts? Here are two traps to avoid

Research by the International Monetary Fund found that economists consistently failed to predict a recession in GDP by a significant margin from 1992 to 2014. So if...

OSH

Joey Mui

Merlon Capital

January 24, 2022 08:00

Macro

January 23, 2022 07:57

Why equities could fall sharply

In the AFR on Friday I wrote that, for the first time in a long time, we agree with Jeremy Grantham: equities likely need to correct quite significantly. Here are some...

Christopher Joye

Coolabah Capital

January 23, 2022 07:57

Daily Report

January 21, 2022 16:53

The Match Out: ASX rolls over, Energy stocks smashed, Whitehaven (WHC) lower on mixed quarterly

Local equities traded to their lowest intraday level since the 29th September during today’s broad-based selling. Following the overnight moves and compounded by...

James Gerrish

Market Partners

January 21, 2022 16:53

Macro

January 21, 2022 15:35

Capital Group: In 2022, the risks are clear but the big picture is positive

Capital Group’s 2022 outlook cuts across global stocks and bonds in the US, China and Europe. It also explores dominant macro themes of interest rates and inflation,...

Glenn Freeman

Livewire Markets

January 21, 2022 15:35

Equities

January 21, 2022 14:11

Winning the war on talent

As global fund managers, one of the most important areas of focus for many of the companies we research is around talent acquisition and retention. This issue goes...

Luke Davrain

Claremont Global

January 21, 2022 14:11

Fixed Income

January 21, 2022 13:53

Someone is wrong, and someone is right: Franklin Templeton's 2022 market outlook

Overall, 2022 is likely to be a much more respectable year for bond investors than 2021, with the abrupt price adjustment having reset valuations at more...

Andrew Canobi

Franklin Templeton

January 21, 2022 13:53

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Why The Carlyle Group may be the next Blackstone

The Match Out: ASX hit 2.5%, Energy stocks feel the heat, Zip Co confirms interest in Sezzle

State government bonds transition from RBA QE to bank QE in 2022 and beyond...

Share market falls: 7 things for investors to keep in mind

2022 – Time to take action (an alternative approach)

The only certainty is uncertainty

Could the crypto crash become a 21st century Tulip Bulb Bubble?

Family Matters - Managing the wealth of family offices

3 key sectors and how to play them

Can Peloton (PTON) get back on track at current levels?

European Metals – developing a major ESG-credentialed lithium hydroxide project; NPV increases almost 75% to ~US$1.938 bn

The Match Out: ASX down but bounces well off lows, Adairs hurt by rising costs, Regis Resources’ FY production caves in

Meet Tom: The farmer reaping the rewards of investing

Goldman Sachs hints at more aggressive Fed rate hikes in 2022...

Want to make better forecasts? Here are two traps to avoid

Why equities could fall sharply

The Match Out: ASX rolls over, Energy stocks smashed, Whitehaven (WHC) lower on mixed quarterly

Capital Group: In 2022, the risks are clear but the big picture is positive

Winning the war on talent

Someone is wrong, and someone is right: Franklin Templeton's 2022 market outlook