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Rapid Fire

July 13, 2019 07:00

Abnormal returns

In year 427BC, the Greek philosopher Plato founded ‘The Academy’, which is considered the world’s first university. It is somewhat fitting then that half of...

James Marlay

Livewire Markets

July 13, 2019 07:00

Fixed Income

July 13, 2019 04:28

Coming tsunami of bail-in-able debt

This week I outline our analysis of the coming tsunami of "bail-in-able" Tier 2 bonds care of APRA's finalised Total Loss Absorbing Capacity (TLAC) policy, which the...

Christopher Joye

Coolabah Capital

July 13, 2019 04:28

Daily Report

July 12, 2019 17:18

Will Santos bid for Oil Search?

Another day where the market ebbed and flowed in a reasonable range, typical of a low volume ‘school holiday’ sort of session. Not a lot happening across the desk...

James Gerrish

Market Partners

July 12, 2019 17:18

Investment Theme

July 12, 2019 15:20

The opportunity for infrastructure in Canada

Calgary Airport. Source: 4D InfrastructureCanada is a fertile investment ground for global listed infrastructure (GLI) companies, accounting for approximately...

4D Infrastructure

A Bennelong boutique

July 12, 2019 15:20

Macro

July 12, 2019 13:22

Powell plans some insurance

The past week has been all about the US economy and the Fed’s reading of it. The June employment report produced a sharp upside surprise in non-farm payrolls growth:...

Sean Callow

Westpac Bank

July 12, 2019 13:22

Asset Allocation

July 12, 2019 10:48

BlackRock Investment Institute reduces equity risk, goes overweight EM debt

The BlackRock Investment Institute (BII) said it now sees trade and geopolitical frictions as the principal driver of the global economy and markets, and as a result...

Nick Grove

Livewire Markets

July 12, 2019 10:48

Equities

July 12, 2019 08:08

Risks remain, but Dacian’s recovery plan highlights abundance of leverage after sell-off

Dacian Gold, sold down heavily last month after missing guidance, unveiled new production and financial forecasts this week. Analysts were impressed, noting there are...

Barry FitzGerald

Independent Journalist

July 12, 2019 08:08

Equities

July 12, 2019 07:51

Finding opportunities among the Brexit wreckage

Auto Trader is the UK’s dominant online used car marketplace, connecting consumers with 13,000+ used car retailers as well as manufacturers and direct consumer to...

Will Dowd, CFA

Fairlight Asset Management

July 12, 2019 07:51

Investment Theme

July 12, 2019 07:30

A high-conviction play on the emerging consumer

We believe that the emerging consumer is a key source of structural growth. Structural growth is important to our fund, because we believe structural growth is worth...

Jeremy Gibson

Munro Partners

July 12, 2019 07:30

Equities

July 12, 2019 06:30

Dogs of the ASX from FY'19

Over the past week most parents around Australia including myself have been receiving report cards from the children’s teachers; either confirming expectations as to...

Hugh Dive

Atlas Funds Management

July 12, 2019 06:30

Daily Report

July 11, 2019 17:51

Big line of AMP shares through the market this morning

Another day of light volume through given school holidays - the market swinging around in a reasonable 43-point trading range, closing up but selling into the close...

James Gerrish

Market Partners

July 11, 2019 17:51

Rapid Fire

July 11, 2019 13:24

The 5-step screen for building the A-list

After starting with speculative mining stocks in Zimbabwe in the 1990's, today Bob Desmond works as Head of International Equities at Claremont Global in Sydney. In...

Livewire Exclusive

Livewire Markets

July 11, 2019 13:24

Education

July 11, 2019 10:30

Four key lessons from Robert Millner

Earlier this year, I was lucky enough to sit down with one of Australia’s most successful and experienced investors, Robert Millner, Chairman of Washington H Soul...

Patrick Poke

Livewire Markets

July 11, 2019 10:30

Macro

July 11, 2019 07:49

Why deflation is a real risk in the coming years

If bond yields were the litmus test it would be easy to believe that inflation in most countries is at zero or below. Bonds should provide investors...

Tony Cousins

BMO

July 11, 2019 07:49

Daily Report

July 10, 2019 18:26

ASX hits early high, then slides into the close

A volatile session for Aussie stocks today with strong buying in the morning session hitting a crescendo around 11.30am before sellers emerged / or more accurately,...

James Gerrish

Market Partners

July 10, 2019 18:26

Macro

July 10, 2019 15:36

Why are banks not passing on the full RBA rate cut

On July 2nd the RBA followed up on its 0.25% cut to the cash rate in the June meeting with a further 0.25% cut, taking the cash rate to 1.00%. At both cash rate...

Jesse Imer

July 10, 2019 15:36

Education

July 10, 2019 13:22

Winning at the IPO game

In the past 18 months, there have been over 125 IPO's* land on the ASX boards; their average return to date is around +10%. Despite the modest overall return, more...

Dean Fergie

Cyan Investment Management

July 10, 2019 13:22

Asset Allocation

July 10, 2019 09:14

Allocating in an uncomfortable market

The US Federal Reserve’s decision to pause its cycle of interest rate hikes in early 2019, signs of stimulus measures and some stabilisation in economic data...

Alva Devoy

Fidelity International

July 10, 2019 09:14

Equities

July 10, 2019 08:34

The New Criterion: the companies tackling cyber security in schools

With the Victorian government banning primary and secondary state school kids from using mobile phones during school and with a potential national clampdown looming,...

Tim Boreham

Independent Investment Research

July 10, 2019 08:34

Macro

July 10, 2019 06:10

Two cheers for APRA on TLAC

After all of the misconduct exposed at the Banking Royal Commission it is somewhat fashionable to bash the regulators for their shortcomings. That’s fair enough as...

Jonathan Rochford

Narrow Road Capital

July 10, 2019 06:10

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Abnormal returns

Coming tsunami of bail-in-able debt

Will Santos bid for Oil Search?

The opportunity for infrastructure in Canada

Powell plans some insurance

BlackRock Investment Institute reduces equity risk, goes overweight EM debt

Risks remain, but Dacian’s recovery plan highlights abundance of leverage after sell-off

Finding opportunities among the Brexit wreckage

A high-conviction play on the emerging consumer

Dogs of the ASX from FY'19

Big line of AMP shares through the market this morning

The 5-step screen for building the A-list

Four key lessons from Robert Millner

Why deflation is a real risk in the coming years

ASX hits early high, then slides into the close

Why are banks not passing on the full RBA rate cut

Winning at the IPO game

Allocating in an uncomfortable market

The New Criterion: the companies tackling cyber security in schools

Two cheers for APRA on TLAC