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Investment Theme

July 13, 2021 11:48

One risk that banks can’t afford to ignore

Australian banks remain a staple of local investors, particularly those with a focus on income, and there are many good reasons for this. For one thing, there’s our...

Glenn Freeman

Livewire Markets

July 13, 2021 11:48

Macro

July 13, 2021 10:38

Is greed feeding the macro environment?

As society was exhaling from the post-war world of 1946, Arthur Lefford from New York University’s Department of Psychology took particular interest in people’s...

Jesse Moors

Spatium Capital

July 13, 2021 10:38

Equities

July 13, 2021 09:36

Wesfarmers to enter the “pharmacy distribution plus health, wellbeing and beauty” sector

The week kicked off with Wesfarmers (ASX:WES) making a $687 million non-binding, indicative offer to acquire Australian Pharmaceutical Industries (ASX:API) at $1.38...

David Buckland

Montgomery Investment Management

July 13, 2021 09:36

Equities

July 13, 2021 09:18

Inflation: Raising the stakes

The first half of 2021 has provided no shortage of ‘big picture’ topics to be concerned about: take your pick between the pace of vaccine-rollouts, ongoing border...

Charlie Aitken

Aitken Investment Management

July 13, 2021 09:18

Funds

July 13, 2021 08:58

From Chartered Accountant to the Australian Funds Management Hall of Fame - John Murray

In this episode, David speaks with John Murray of Perennial, an Australian Funds Management Hall of Famer. They discuss John's background and career to date, his...

David Clark

Koda Capital

July 13, 2021 08:58

Equities

July 13, 2021 07:45

How to fire up the dividend machine

Based on Plato’s analysis, 2020 was the worst year for dividends in Australia over the past 40 years. The 35% cut in dividends surpassed the falls seen over three...

Dr Don Hamson

Plato Investment Management

July 13, 2021 07:45

Equities

July 13, 2021 07:15

Why this is an undervalued long-term winner

As we discussed in Part-I of this series, REA Group holds the most privileged position of any company in Australian real estate. While officially it is solely focused...

REA

Chris Demasi

Montaka Global Investments

July 13, 2021 07:15

Equities

July 12, 2021 17:33

Central Banks talking hawkish and walking dovish

Local market followed the US market by bouncing back from the bash day. It was a low turnover day and global guys were the main traders in the market. European and...

Mathan Somasundaram

Deep Data Analytics

July 12, 2021 17:33

Equities

July 12, 2021 15:22

PepsiCo's secret weapon is not so sweet

The Super Bowl is the most watched television program in the US each year. One of the products to feature during the 2021 final, where a 30-second advertising slot...

Vihari Ross

Magellan Investment Partners

July 12, 2021 15:22

Equities

July 12, 2021 13:24

This is how to choose growth stocks

Growth stocks have driven global equity markets higher over the past few years, but greater volatility in early 2021 may suggest that growth investors face a more...

Francyne Mu

Franklin Templeton

July 12, 2021 13:24

Education

July 12, 2021 11:36

HTTP VS IPFS: How Filecoin can revolutionise the internet

Filecoin has been labelled the Airbnb of cloud storage and, within the digital asset space, there is a lot of excitement about the potential of Filecoin. But what does...

Mark Roddy

Holon Global Investments

July 12, 2021 11:36

Property

July 12, 2021 11:05

Alternative unlisted property funds

Often when people think of unlisted property funds, they consider an equity investment in a physical real estate asset. However, an alternative real estate vehicle is...

Jason Huljich

Centuria Capital Limited

July 12, 2021 11:05

Equities

July 12, 2021 08:10

A tasty choice: The contrarian case for Retail Food Group

As a high conviction, deep value investor, I like investing in businesses that can be bought cheaply, are easy to understand and have an obvious catalyst for a...

RFG

Michael Goldberg

Collins St Asset Management

July 12, 2021 08:10

Equities

July 12, 2021 07:00

A new player unlocked in the (i)Game?

Aristocrat (ASX: ALL) is a $27 billion company operating in the gambling and entertainment industry. It sells and leases physical slot machines (Gaming), and produces...

ALL

Scott Olsson

Firetrail Investments

July 12, 2021 07:00

Fixed Income

July 12, 2021 06:45

Steeper yield curve brings a flood of opportunities

With the now familiar ‘reflation trade’ (one of the more overused terms of 2021!) now evident, the resulting steeper interest rate yield curve is providing a happy...

Phil Strano

Yarra Capital Management

July 12, 2021 06:45

Buy Hold Sell

July 12, 2021 06:30

Buy Hold Sell: 2 cracking big caps for the year ahead

Large caps had a smashing year in FY21. The S&P/ASX 100 index returned more than 20% over the past 12 months - which is pretty incredible when you think that in the...

Buy Hold Sell

Livewire Markets

July 12, 2021 06:30

Macro

July 11, 2021 10:43

Lowe’s monetary policy revolution

In the AFR I write that in an important new speech on Thursday, RBA governor Phil Lowe confirmed that the central bank is grappling with the big macro questions that...

Christopher Joye

Coolabah Capital

July 11, 2021 10:43

Macro

July 10, 2021 15:52

Governments are running an anti-productivity agenda

One of the most annoying and destructive narratives from mainstream economists in the last decade has been that government debt doesn’t matter. It’s commonly trotted...

Jonathan Rochford

Narrow Road Capital

July 10, 2021 15:52

Equities

July 09, 2021 18:10

Mockdown to lockdown with Delta

The local market was hit hard from the start and recovered at the close to finish a negative red day similar to US markets overnight. The US market was bashed at the...

Mathan Somasundaram

Deep Data Analytics

July 09, 2021 18:10

Property

July 09, 2021 17:40

Property affordability June 2021 update

Australian property market prices continued to climb over the last month, with the past six months seeing some of the strongest growth on record. Mortgage interest...

Damien Klassen

Nucleus Wealth

July 09, 2021 17:40

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One risk that banks can’t afford to ignore

Is greed feeding the macro environment?

Wesfarmers to enter the “pharmacy distribution plus health, wellbeing and beauty” sector

Inflation: Raising the stakes

From Chartered Accountant to the Australian Funds Management Hall of Fame - John Murray

How to fire up the dividend machine

Why this is an undervalued long-term winner

Central Banks talking hawkish and walking dovish

PepsiCo's secret weapon is not so sweet

This is how to choose growth stocks

HTTP VS IPFS: How Filecoin can revolutionise the internet

Alternative unlisted property funds

A tasty choice: The contrarian case for Retail Food Group

A new player unlocked in the (i)Game?

Steeper yield curve brings a flood of opportunities

Buy Hold Sell: 2 cracking big caps for the year ahead

Lowe’s monetary policy revolution

Governments are running an anti-productivity agenda

Mockdown to lockdown with Delta

Property affordability June 2021 update