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Equities

December 05, 2019 12:22

Adriatic - Outstanding scoping study economics for Vares project

As one of our key long positions, Adriatic Metals (ADT) has been discussed already in our November 2018 and January 2019 monthlies. In November, Adriatic released an...

John Deniz

Paragon Funds Management

December 05, 2019 12:22

Macro

December 05, 2019 12:00

Australian GDP Hotspot map

Every quarter I like to look at the changes in Australian GDP and which categories are responsible for the growth / decline. Each bubble represents a category of GDP...

Damien Klassen

Nucleus Wealth

December 05, 2019 12:00

Expert Insights

December 05, 2019 11:16

2 blue chips to ride a value renaissance

Value stocks have shown signs of life in the last three months, but it will take time for the market to be convinced that this is a turning point. When we met with...

Livewire Exclusive

Livewire Markets

December 05, 2019 11:16

2020

December 05, 2019 11:11

Where to collect an easy 4.5% yield

At Livewire Live recently, Magellan’s Hamish Douglass revealed a chat with two former US central bankers that changed his view on where rates were going. The company's...

Pete Morrissey

Dexus

December 05, 2019 11:11

Property

December 05, 2019 10:30

The greatest danger to Australia's growth

The Australian economy has famously avoided a recession since 1991. The economy’s performance has been remarkable - not only has Australia experienced a record run of...

Anthony Doyle

Firetrail Investments

December 05, 2019 10:30

Macro

December 05, 2019 09:42

Should the Australian government actually be increasing its debt?

As news is emerging that Australian Treasurer, Josh Frydenberg, will soon deliver a balanced budget for the first time since the GFC, one needs to ask if this is even...

MOGL

Andrew Macken

Montaka Global Investments

December 05, 2019 09:42

Equities

December 05, 2019 09:40

Don’t bank on the banks for dividends

In 2018, the top 10 dividend paying stocks accounted for 63% of all dividends paid in Australia, according to the Janus Henderson Global Dividend Index. Of these, the...

Jane Shoemake

Janus Henderson

December 05, 2019 09:40

2020

December 05, 2019 09:20

Preparing for the great wildebeest migration

Over the last decade in Australian equities, factor returns for growth and momentum-based strategies have been astonishingly successful - versus value and earnings...

WOW

Troy Angus

Paradice Investment Management

December 05, 2019 09:20

Fixed Income

• Sponsored

December 05, 2019 03:16

The right time for a debt fund?

On the anniversary of listing our first retail fund, I reflected on some of the lessons learned and the opportunities ahead for the Qualitas Real Estate Income Fund...

QRI

Tim Johansen

Qualitas

December 05, 2019 03:16

Daily Report

December 04, 2019 17:27

ASX200 now down 4.4% from recent highs (APT, NCK, RIO, OML)

The market hit hard again today taking the total decline from the 29th November high of 6893 on the ASX 200 to -303pts / -4.4% to today’s low of 6590, a meaningful...

James Gerrish

Market Partners

December 04, 2019 17:27

Macro

December 04, 2019 15:17

Australia is not adjusting to the digital economy

Australia has long had a love affair with bricks and mortar type investments. This strategy has reaped large rewards for many. Glimpses of the path ahead were evident...

Brigette Leckie

Koda Capital

December 04, 2019 15:17

2020

December 04, 2019 14:19

Two ways to play the move to EVs

The last major structural shift in transportation took place just over 100 years ago. In the space of 13 years, the world went from all horse and carriage to all...

Victor Gomes

Eiger Capital

December 04, 2019 14:19

2020

December 04, 2019 14:05

One small cap winning the arms race

EOS uses lasers to track satellites in space and to target enemy vehicles on the battlefield. It might sound like science fiction but it has $250m of sales and $36m of...

EOS

Simon Shields

Monash Investors

December 04, 2019 14:05

Equities

December 04, 2019 10:31

The companies fuelling global growth trends

Themes around secular growth are widely covered by the media, but they often focus on the consumer-facing companies that dominate a particular...

Matt Reynolds

Capital Group

December 04, 2019 10:31

Equities

December 04, 2019 10:30

Is PointsBet Holdings worth a bet?

Finding growth businesses with a long runway of opportunity, that can also grow independent of the economic cycle, can feel a bit like looking for a needle in a...

PBH

Gary Rollo

Montgomery

December 04, 2019 10:30

Equities

December 04, 2019 09:27

The New Criterion: the opportunities in - and pitfalls of - the data storage sector

According to NextDC (NXT, $6.39) chief Craig Scroggie, in the next 18 months the world will create more data than that ever produced since mankind emerged from the...

Tim Boreham

Independent Investment Research

December 04, 2019 09:27

Equities

December 04, 2019 08:30

“If you can’t feed a team with two pizzas, it’s too large”

Boutique investment teams outperform A 2018 analysis demonstrated that boutiques significantly outperform non-boutiques in institutional equity categories (with the...

Nicholas Cregan

Fairlight Asset Management

December 04, 2019 08:30

Macro

December 04, 2019 07:30

A less defensive positioning in 2020

The potential de-escalation in a number of 2019’s geo-political hotspots sees us ‘leaning into risk’ from a less defensive portfolio position for 2020....

Scott Haslem

LGT Crestone

December 04, 2019 07:30

Rapid Fire

December 04, 2019 07:00

Profit is an opinion, cash is a fact

Not many people get to meet an investing legend in their lifetime, let alone someone who pioneered markets like Peter Lynch, but as a graduate on Fidelity's analyst...

Livewire Exclusive

Livewire Markets

December 04, 2019 07:00

Daily Report

December 03, 2019 18:47

Stocks hit as Trump targets Sth America – RBA holds rates (NCM, CTX)

The market sold off today down ~150pts points which on the face of it, is a fairly savage move, however the internals weren’t that bad, it was more of an orderly sell...

James Gerrish

Market Partners

December 03, 2019 18:47

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Adriatic - Outstanding scoping study economics for Vares project

Australian GDP Hotspot map

2 blue chips to ride a value renaissance

Where to collect an easy 4.5% yield

The greatest danger to Australia's growth

Should the Australian government actually be increasing its debt?

Don’t bank on the banks for dividends

Preparing for the great wildebeest migration

The right time for a debt fund?

ASX200 now down 4.4% from recent highs (APT, NCK, RIO, OML)

Australia is not adjusting to the digital economy

Two ways to play the move to EVs

One small cap winning the arms race

The companies fuelling global growth trends

Is PointsBet Holdings worth a bet?

The New Criterion: the opportunities in - and pitfalls of - the data storage sector

“If you can’t feed a team with two pizzas, it’s too large”

A less defensive positioning in 2020

Profit is an opinion, cash is a fact

Stocks hit as Trump targets Sth America – RBA holds rates (NCM, CTX)