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Equities

June 19, 2020 07:30

The 3-step COVID market roadmap

Our Global strategies are about resilience. We have a resilient team, working very effectively from home; a resilient investment process, checking that the companies...

Bruno Paulson

Bruno Paulson

Morgan Stanley IM

June 19, 2020 07:30

Macro

June 19, 2020 06:45

The flood of money and its lasting impact on our economy

When the pandemic hit earlier this year, policy makers around the world were swift with their responses. As at June 2020, they have provided a total of US $7 trillion...

Simon Stevenson

Simon Stevenson

Schroders

June 19, 2020 06:45

Buy Hold Sell

June 19, 2020 06:30

Buy Hold Sell: 5 quality small caps at a reasonable price

Amid one of the direst economic environments since World War 2, ASX small caps are living up to the spirit of Australian ingenuity. Through hard work and creativity,...

Buy Hold Sell

Buy Hold Sell

Livewire Markets

June 19, 2020 06:30

Equities

June 18, 2020 17:14

Can Mineral Resources be a $40 stock?

No, we aren’t projecting a USD150/t iron ore price. Last year we wrote, A Different Kind of Portfolio Manager, wherein we argued Mineral Resources (MIN) was heavily...

Anthony Kavanagh

Anthony Kavanagh

Chester Asset Management

June 18, 2020 17:14

Equities

June 18, 2020 16:44

Tupperware Party No More...

From humble beginnings as just another plastic container product sitting on store shelves in the 1940s, the shift towards a direct marketing strategy made Tupperware...

Scott Williams

Scott Williams

Fiftyone Capital

June 18, 2020 16:44

Fixed Income

June 18, 2020 13:30

Markets roar back, but it’s not over yet

At the time of writing, US stock markets are up almost 45% since the March lows, which is easily the biggest move up in the shortest time ever. Markets are rallying...

Stuart Dear

Stuart Dear

Schroders

June 18, 2020 13:30

Equities

June 18, 2020 11:51

Aston Martin: Turnaround in play or an Accident waiting to happen?

Less than two years after its high-profile listing, shares in Aston Martin have shed over 95% of their value. Has the brand lost its mojo, or will its corporate...

Michael Smith

Michael Smith

Kauri Asset Management

June 18, 2020 11:51

Equities

June 18, 2020 11:24

On Amazon, the strong are getting stronger

Below is a really interesting chart that L’Oréal shared at a recent investor presentation. Through April and May, the largest brands selling on Amazon significantly...

Stephen Arnold

Stephen Arnold

Aoris Investment Management

June 18, 2020 11:24

Macro

June 18, 2020 11:23

The demographic timebomb that changes everything

Released by US film producer Mike Moore, the documentary Planet of the Humans tells how renewable sources of energy are flawed solutions to mitigate the dangers of...

Michael Collins

Michael Collins

Magellan Investment Partners

June 18, 2020 11:23

Macro

June 18, 2020 10:17

Is the economy on the ropes, or getting back on its feet?

Recent economic surveys paint a grim picture of business conditions, job ads and home lending. The question is: can the economy bounce back from the pummeling it took...

Roger Montgomery

Roger Montgomery

Montgomery Investment Management

June 18, 2020 10:17

Macro

June 18, 2020 09:42

EU leaders jump—but is it positive for equities?

“Every day, you have to prove yourself and convince - move forward and challenge yourself. And doubt all the time.” Christine Lagarde, ECB President (and former IMF...

Scott Haslem

Scott Haslem

LGT Crestone

June 18, 2020 09:42

Equities

June 18, 2020 09:30

Considering the trans-Tasman bubble

Imagine an asymptomatic but virus-carrying visitor arrives in the country, is allowed straight through the border, and then proceeds to attend Super Rugby and netball...

Stephen Bennie

Stephen Bennie

Castle Point Funds

June 18, 2020 09:30

Fixed Income

June 18, 2020 08:33

Why rates are staying low

In some countries, including the UK, Canada, and New Zealand, central banks are now buying more bonds than the government is issuing. So we're actually seeing a...

Adam Bowe

Adam Bowe

PIMCO

June 18, 2020 08:33

Macro

June 18, 2020 08:03

When stock market robots dream, do sheep follow?

There is a decent argument that stock markets have condensed an entire three-year cycle into three months. While there are other factors at play, robotic trading is...

Damien Klassen

Damien Klassen

Nucleus Wealth

June 18, 2020 08:03

Equities

June 18, 2020 07:00

Testing the limits of stimulus

But what we did envisage was that there is a large variance in companies within our universe in how they have armed themselves to prepare for a risk of any...

Schroders Australia

Schroders Australia

Schroders

June 18, 2020 07:00

Macro

June 18, 2020 06:30

How worried should investors be about a “second wave” of coronavirus cases?

The past week has seen a flurry of concerns about a “second wave” of coronavirus cases. It started when US infectious disease expert Anthony Fauci warned the...

Shane Oliver

Shane Oliver

AMP

June 18, 2020 06:30

Asset Allocation

June 17, 2020 15:35

A 50% drawdown for 6% income? It’s time to rethink yield and risk

With interest rates at record lows, many investors are being forced into assuming greater risk in their portfolios to generate acceptable levels of income. As an...

Alastair MacLeod

Alastair MacLeod

Elston Asset Management

June 17, 2020 15:35

Equities

June 17, 2020 13:15

PE Ratios are irrelevant: two erroneous metrics lead to an erroneous conclusion.

Talk of PE ratios is as popular as ever, even amongst investment professionals. At Blue Oceans Capital, we don't recognise them as valid. Let me explain. The...

Will Simpson

Will Simpson

Blue Oceans Capital

June 17, 2020 13:15

Equities

June 17, 2020 11:59

One opportunity we found during this crisis – Bapcor

During the recent market rout, the Montgomery Small Companies Fund picked up several high-quality small caps with solid growth potential at bargain prices. One...

Dominic Rose

Dominic Rose

Montgomery Lucent Investment Management

June 17, 2020 11:59

Rapid Fire

June 17, 2020 11:02

The best way to deal with a crisis

Since the depths of pessimism in late March, the ASX200 has gained over a third in value and traded lower in only one of the last twelve weeks. No one could have...

James Marlay

James Marlay

Livewire Markets

June 17, 2020 11:02

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