Investing & Market Trading Insights in Australia

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Expert Insights

February 28, 2020 07:30

The best strategy for a low growth environment

Investors today face a challenging reality. High debt levels and an ageing demographic are hampering economic growth rates across much of the world, forcing central...

Livewire Exclusive

Livewire Markets

February 28, 2020 07:30

Buy Hold Sell

February 28, 2020 06:30

Buy Hold Sell: 5 bright stocks in a dark market

A combination of lacklustre earnings announcements combined with coronavirus jitters has knocked almost 7% from the S&P/ASX 200 Index in a week. But amid the darkness,...

Buy Hold Sell

Livewire Markets

February 28, 2020 06:30

Reporting Season

February 27, 2020 16:51

RIO: Strong balance sheet and solid free cashflow

RIO reported underlying NPAT of US$10.4bn, up 18% year on year. This was largely in line with our estimates as well as consensus. The balance sheet finished the year...

RIO

Troy Angus

Paradice Investment Management

February 27, 2020 16:51

Macro

February 27, 2020 15:54

Liquidity might not work this time, be careful in low quality credit - Part 1

The last three major market drawdowns resulted from human behaviours. China’s currency devaluation in August 2015, the volatility blow up in Feb 2018 and the...

Charlie Jamieson

Jamieson Coote Bonds

February 27, 2020 15:54

Reporting Season

February 27, 2020 14:51

Afterpay's strong growth continues

Afterpay is still in the early stages of its global rollout and is spending to accelerate growth. Investors are prepared to look through the near-term losses as long...

APT

Simon Shields

Monash Investors

February 27, 2020 14:51

Expert Insights

February 27, 2020 13:09

The best way to make money? Don’t lose it

The sagest piece of advice that Michael Korber, Head of Fixed income and Credit at Perpetual Investments, received went like this. “It’s a lot easier to make money if...

Livewire Exclusive

Livewire Markets

February 27, 2020 13:09

Rapid Fire

February 27, 2020 11:17

Monetary madness and the world of 'Alice in Wonderland' economics

Everything going on is nuts. Greek bonds are yielding less that Australian bonds, QE is on the cards from the RBA and the S&P500 is trading on a lofty 18 times forward...

James Marlay

Livewire Markets

February 27, 2020 11:17

Equities

February 27, 2020 08:51

Are you overweight in growth stocks?

In an uncertain world, should investors have a strategy that looks beyond current trends and accommodates a range of different possible futures? In recent years growth...

Tim Kelley

Montgomery Investment Management

February 27, 2020 08:51

Equities

February 27, 2020 07:30

I’m so bearish, I’m bullish

Just over a week ago the Mexican central bank cut rates, which meant that we have had 800 rate cuts from global central banks since the Lehman collapse. This has in...

Thomas Bignill

Mason Stevens

February 27, 2020 07:30

Equities

February 26, 2020 16:49

Are ESG stocks at “monstrous” valuations?

“Monstrous valuations”, “Bubbles” and “rampant demand for the hot investment theme”: Monday’s reports in the AFR on valuations and ESG are overstated and reasonably...

Camilla Love

eInvest

February 26, 2020 16:49

Macro

February 26, 2020 16:18

Trading Coronavirus

Enclosed are some thoughts on decision-making inputs that might influence portfolio construction as we move through the novel coronavirus (COVID-19) epidemic towards a...

Christopher Joye

Coolabah Capital

February 26, 2020 16:18

Fund in Focus

February 26, 2020 15:27

Fund in Focus: QV Equities Limited (ASX: QVE)

As much as 62% of the total market cap of the ASX300 comes from the top 20 companies alone. Stocks outside the top 20, which have market caps of $15 billion or less,...

QVE

Simon Conn

IML

February 26, 2020 15:27

Expert Insights

February 26, 2020 15:11

Aussie Housing: The unburstable bubble?

With Australia’s economic growth stumbling at its slowest pace since the GFC; our two largest export partners, China and Japan, decelerating and contracting...

Livewire Exclusive

Livewire Markets

February 26, 2020 15:11

Expert Insights

February 26, 2020 08:30

Longview: The green light to load up

Chris Watling, Chief Investment Officer at Longview Economics, believes that markets are entering the second year of a ‘mini-cycle upswing’ which typically lasts...

Livewire Exclusive

Livewire Markets

February 26, 2020 08:30

Expert Insights

February 26, 2020 07:30

The secret to getting rich (slowly)

The concept of compounding may be boring but Bruno Paulson, Portfolio Manager at Morgan Stanley Investment Management, believes more investors should be focused on the...

Livewire Exclusive

Livewire Markets

February 26, 2020 07:30

Collections

February 26, 2020 06:30

The rise and rise of unlisted assets

A combination of higher yields, lower volatility, and reduced correlations to traditional assets have seen a boom in unlisted investments in recent years. For example,...

Patrick Poke

Livewire Markets

February 26, 2020 06:30

Equities

February 25, 2020 18:10

Shopify, Coronavirus, and EML

Claude joined us to talk about coronavirus, Shopify (which we hold), EML (which we don't) and a microcap CWL (which I had never heard of).Available on iTunes or...

Michael Frazis

Frazis Capital

February 25, 2020 18:10

Daily Report

February 25, 2020 17:31

Stocks down but not out (APX, TWE)

Another decent sell-off in stocks today, although the overnight lead was worse that we experienced by the close. The ASX opened firmly on the backfoot following a big...

James Gerrish

Market Partners

February 25, 2020 17:31

Reporting Season

February 25, 2020 15:25

Appen: Dominant position with structural tailwinds

Appen operates in an industry with robust long term structural tailwinds due to an insatiable need for training data for use in AI, digital advertising spend,...

APX

Camille Simeon

abrdn

February 25, 2020 15:25

Asset Allocation

February 25, 2020 14:36

A Tactical Process In Action

The last sentence in in our previous Market Insights was:If evidence builds that the virus has not been contained, we will adjust the portfolios accordingly.Since...

Nick Reddaway

Drummond Capital Partners

February 25, 2020 14:36

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The best strategy for a low growth environment

Buy Hold Sell: 5 bright stocks in a dark market

RIO: Strong balance sheet and solid free cashflow

Liquidity might not work this time, be careful in low quality credit - Part 1

Afterpay's strong growth continues

The best way to make money? Don’t lose it

Monetary madness and the world of 'Alice in Wonderland' economics

Are you overweight in growth stocks?

I’m so bearish, I’m bullish

Are ESG stocks at “monstrous” valuations?

Trading Coronavirus

Fund in Focus: QV Equities Limited (ASX: QVE)

Aussie Housing: The unburstable bubble?

Longview: The green light to load up

The secret to getting rich (slowly)

The rise and rise of unlisted assets

Shopify, Coronavirus, and EML

Stocks down but not out (APX, TWE)

Appen: Dominant position with structural tailwinds

A Tactical Process In Action