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Equities

April 20, 2021 10:50

Beware the beauty contest

When reflecting on the past year, one notable takeaway for the AIM investment team is to be mindful of keeping our focus on business fundamentals rather than...

Charlie Aitken

Aitken Investment Management

April 20, 2021 10:50

Equities

April 20, 2021 10:00

Where next for Telstra?

In June 2018, Telstra (ASX:TLS) announced its Telstra2022 strategy, aimed at simplifying its operations and product set and reducing its cost base. At the time, we...

TLS

Tim Kelley

Montgomery Investment Management

April 20, 2021 10:00

Equities

April 20, 2021 09:54

A prized asset at distressed prices

The Australian gambling industry is mature, with deep penetration among the population across slots and gaming tables. Growth rates are therefore similar to GDP and...

CWN

Ramoun Lazar

Firetrail Investments

April 20, 2021 09:54

Rapid Fire

April 20, 2021 06:30

Winner takes all: Harnessing the network effect

A tech start-up may not be the most conventional place to begin a career in investing but it has certainly suited David Moberley of Paradice Investment Management. He...

Bella Kidman

Livewire Markets

April 20, 2021 06:30

Macro

April 19, 2021 18:16

Why it’s time to move assets offshore

Moreover, these cyclical forces will further be buffeted by epochal shifts in structural forces shaping the global economy which have, if anything, changed...

David Llewellyn-Smith

Nucleus Wealth

April 19, 2021 18:16

Equities

April 19, 2021 17:48

Gold shining through macro madness

Local market delivered another volatile flat day on low turnover. Most expected a pickup in turnover to match the crowds returning to work but we were all...

Mathan Somasundaram

Deep Data Analytics

April 19, 2021 17:48

Macro

April 19, 2021 16:48

Macro Monday: Is Bitcoin ringing the bell?

Last week saw the ASX200 push to a fresh post-COVID high, finally ending the week less than 2% below its previous peak as local equities danced the bullish risk jig....

James Gerrish

Market Partners

April 19, 2021 16:48

Equities

April 19, 2021 15:48

Is Teck Resources copper pivot a gamechanger?

This predominantly met coal company has been diversifying into copper and is approaching an impactful inflection point where Copper will take over coal EBITDA Teck...

Scott Williams

Fiftyone Capital

April 19, 2021 15:48

Asset Allocation

April 19, 2021 15:02

Biden’s US$2.3 trillion infrastructure plan

Recently President Biden unveiled his US$2.3 trillion infrastructure plan. The plan aims to revitalise US transportation infrastructure, water systems,...

Russel Chesler

VanEck

April 19, 2021 15:02

Macro

April 19, 2021 12:34

Challenging times for the market’s speculative elements

We are now one full year on from the COVID-19 outbreak and the subsequent initial lockdowns that resulted in a collapse in global economic activity and stock markets....

Andrew Clifford

Platinum

April 19, 2021 12:34

Investment Theme

April 19, 2021 12:01

Energy investments in a zero-carbon world

The energy sector is controversial. It faces a perfect storm due to the short-term demand shock caused by the COVID-19 pandemic and the longer-term risk from the...

John Goetz

Pzena Investment Management

April 19, 2021 12:01

Property

April 19, 2021 11:47

Commercial property lessons from the pandemic: One year in

Just over a year ago, on 23 March 2020, the S&P/ASX 200 hit a low of 4,402.50 The fall had been precipitous. From its 20 February 2020 peak of 7,197.20 the equities...

APN Real Estate Securities Group

APN Real Estate Securities

April 19, 2021 11:47

Equities

April 19, 2021 11:41

5 lessons from a decade of growth stock performance

I wrote last month that Forager has been selling some wonderful business over the past few months. That has been controversial for some of our clients. Never sell a...

Steve Johnson

Forager

April 19, 2021 11:41

Macro

April 19, 2021 08:09

Six reasons to not worry about inflation

It’s that time in the cycle again. US bond markets and commentors are worried about inflation. But with US unemployment at 6.2%, should this be a concern? ...

Chris Bedingfield

Quay Global Investors

April 19, 2021 08:09

Collections

April 19, 2021 06:30

What will the ASX 20 look like in 10 years?

If you invested $1000 in CSL on this day 20 years ago, it would now be worth $21,560. In 2001, CSL was a relatively small company and has grown over the last two...

Bella Kidman

Livewire Markets

April 19, 2021 06:30

Equities

April 19, 2021 06:30

How to nurture your portfolio with 2 long-term thematics

A strong rebound in cyclical earnings, a steepening yield curve, optimism around the reopening of economies and expansionary fiscal policy have supported cyclicals...

Richard Ivers

Prime Value

April 19, 2021 06:30

Investment Theme

April 19, 2021 06:30

How should we think about cryptocurrencies?

Cryptocurrencies are once again capturing investors’ attention. Bitcoin, the sector leader, is attracting significant institutional capital and increasingly being...

Scott Haslem

LGT Crestone

April 19, 2021 06:30

Equities

April 19, 2021 06:00

One Aussie company that's just doubled its appeal

Low interest rates, record-breaking consumer savings and a seemingly never-ending stimulus package have blended together to create the perfect conditions for a global...

JHX

Firetrail Investments

April 19, 2021 06:00

Buy Hold Sell

April 18, 2021 20:10

Buy Hold Sell: 6 quality compounders for your back pocket

It was Albert Einstein who reportedly described compound interest as "the eighth wonder of the world", dubbing the process the universe's most powerful force. Whether...

Buy Hold Sell

Livewire Markets

April 18, 2021 20:10

Fixed Income

April 17, 2021 15:29

Who’s to blame for the Greensill mess?

Since its insolvency just over a month ago, plenty of information has come to light that helps us understand what went wrong at Greensill. Whilst most of the media...

Jonathan Rochford

Narrow Road Capital

April 17, 2021 15:29

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Beware the beauty contest

Where next for Telstra?

A prized asset at distressed prices

Winner takes all: Harnessing the network effect

Why it’s time to move assets offshore

Gold shining through macro madness

Macro Monday: Is Bitcoin ringing the bell?

Is Teck Resources copper pivot a gamechanger?

Biden’s US$2.3 trillion infrastructure plan

Challenging times for the market’s speculative elements

Energy investments in a zero-carbon world

Commercial property lessons from the pandemic: One year in

5 lessons from a decade of growth stock performance

Six reasons to not worry about inflation

What will the ASX 20 look like in 10 years?

How to nurture your portfolio with 2 long-term thematics

How should we think about cryptocurrencies?

One Aussie company that's just doubled its appeal

Buy Hold Sell: 6 quality compounders for your back pocket

Who’s to blame for the Greensill mess?