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Equities

June 03, 2021 12:56

Coppelson: My rebuttal to Jeremy Grantham’s bubble thesis

Some persist with their claims the market is about to collapse, or at the very least, that technology stocks are a bubble. But they’ve been saying that for the last...

Richard Coppleson

Bell Potter

June 03, 2021 12:56

Investment Theme

June 03, 2021 11:31

The next generation of lithium batteries

Lithium-ion (Li-ion) batteries have become a staple of modern technology over the last 20 years. But like all technologies, it will eventually be replaced by something...

PPK

Patrick Poke

Livewire Markets

June 03, 2021 11:31

Commodities

June 03, 2021 11:22

Speculators are easy to blame. But commodity markets are not the place to make bets

I’m a few days late in tipping my hat to Bob Dylan’s 80th. But he has a line to suit most occasions and this week it’s Ballad of a Thin Man’s ‘something is happening...

Tom Stevenson

Fidelity International

June 03, 2021 11:22

Equities

June 03, 2021 10:45

Is this the most capital light business on the ASX?

Deterra (ASX:DRR) is one of the newer entrants to the ASX, having been de-merged from Iluka Resources (ASX:ILU) in November last year. It also offers something new to...

Ben Clark

TMS Private Wealth

June 03, 2021 10:45

Asset Allocation

June 03, 2021 09:48

Everything is so expensive

In a followup to our last wire on lessons from 2020, Andrew Baume and I discuss some of the challenges for investing when everything is so expensive. Investors find...

Mark Beardow

Darling Macro

June 03, 2021 09:48

Equities

June 03, 2021 09:46

Building an export industry for cannabis medicines

The medicinal cannabis industry is gaining significant momentum, however, still remains in the early stages of growth. Zelira Therapeutics recently reported record...

ZLD

Roger Montgomery

Montgomery Investment Management

June 03, 2021 09:46

Equities

June 03, 2021 09:38

FAANGs' enterprise value is what makes them unstoppable

Blue-chip shares – everyone wants to own them. But what are they? And do the world’s largest technology companies – Facebook, Amazon, Apple, Netflix, Google (the...

kanish chugh

Global X ETFs

June 03, 2021 09:38

Expert Insights

June 03, 2021 07:30

Releasing the pressure-valve on the investible universe

Inflation has emerged as the word on everyone's lips as economies reopen and stimulus continues to flow. But Jasmin Argyrou, portfolio manager and director at Credit...

Livewire Exclusive

Livewire Markets

June 03, 2021 07:30

Fixed Income

June 03, 2021 07:08

ESG factors: Key parts of credit risk management

As more and more investors consider environmental, social and governance (ESG) factors when making investment decisions, it follows that these factors have the...

Clive Smith

June 03, 2021 07:08

Investment Theme

June 03, 2021 07:04

The utility of ESG scores in the investment process

We examine the relationship between ESG scores and investment performance and observe that there is a significantly stronger relationship between investment...

John Goetz

Pzena Investment Management

June 03, 2021 07:04

Asset Allocation

June 02, 2021 19:00

Some inflationary scenarios, and what they mean for portfolio construction

Given inflation is the most prominent theme in global investment markets, I wanted to provide some thought and insight into what the various outcomes of inflation...

Dan Miles

Innova Asset Management

June 02, 2021 19:00

Equities

June 02, 2021 17:42

Markets may ignore inflation but can’t ignore cost rises with reporting season approaching

Local market started choppy before global trade buying pushed the market higher all day in relatively low turnover. Even a better than expected Q1 GDP growth data...

Mathan Somasundaram

Deep Data Analytics

June 02, 2021 17:42

Property

June 02, 2021 16:04

Mitigating the key risk element to property investment

One of the best check-and balances before making a buying or investment decision is to make sure the asset has been acquired at or below replacement cost. Base Land...

Mandi Prager

MP Group International

June 02, 2021 16:04

Top Rated Funds

June 02, 2021 15:28

Marcus Burns: A toasty small cap for the long-term

A reckoning is overdue for stock markets, warns Marcus Burns, co-founder and portfolio manager of Spheria Asset Management. To explain this view, he points to the...

BRG

Glenn Freeman

Livewire Markets

June 02, 2021 15:28

Top Rated Funds

June 02, 2021 15:16

The 6 biggest investing myths and tips to avoid the traps

We here at Livewire Markets are dedicated to separating fact from fiction; modern-day (investing) MythBusters, if you will. We'll be the first to admit we're no...

Livewire Exclusive

Livewire Markets

June 02, 2021 15:16

Investment Theme

June 02, 2021 14:47

Sticker shock! How to position portfolios for a potential inflation breakout

Along with rising commodity prices over recent months, the recent much higher than expected lift in United States consumer prices has heightened global market concern...

David Bassanese

Betashares

June 02, 2021 14:47

Equities

June 02, 2021 13:17

180 Markets: Movers and shakers

Certainly, one of the biggest market thematics is a return of inflation. We are seeing the spike in housing prices, wage growth, and commodity prices - not to mention...

+17

+15

Greg Lowe

180 Markets

June 02, 2021 13:17

Education

June 02, 2021 13:17

Could an increase in interest rates derail the housing market?

The market has seen a small increase in fixed-rate mortgages from some of the banks. Is this the beginning of a tightening cycle and has the Australian consumer seen...

Chris Rands

Yarra Capital Management

June 02, 2021 13:17

Equities

June 02, 2021 12:46

Inflation is coming: Trilogy

With interest rates, inflation, and credit spreads still sitting close to record lows, the most important question for fixed income investors is how this could change...

Livewire Exclusive

Livewire Markets

June 02, 2021 12:46

Equities

June 02, 2021 12:06

The case for the world heavyweight in equities: China

Investing in China is an appealing concept - what's not to like? From Shenzhen to Shanghai, there's a veritable goldmine of stocks to choose from, a burgeoning middle...

Mia Kwok

Livewire Markets

June 02, 2021 12:06

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Coppelson: My rebuttal to Jeremy Grantham’s bubble thesis

The next generation of lithium batteries

Speculators are easy to blame. But commodity markets are not the place to make bets

Is this the most capital light business on the ASX?

Everything is so expensive

Building an export industry for cannabis medicines

FAANGs' enterprise value is what makes them unstoppable

Releasing the pressure-valve on the investible universe

ESG factors: Key parts of credit risk management

The utility of ESG scores in the investment process

Some inflationary scenarios, and what they mean for portfolio construction

Markets may ignore inflation but can’t ignore cost rises with reporting season approaching

Mitigating the key risk element to property investment

Marcus Burns: A toasty small cap for the long-term

The 6 biggest investing myths and tips to avoid the traps

Sticker shock! How to position portfolios for a potential inflation breakout

180 Markets: Movers and shakers

Could an increase in interest rates derail the housing market?

Inflation is coming: Trilogy

The case for the world heavyweight in equities: China