Investing & Market Trading Insights in Australia

Search Results

Wires by Wilson Asset Management

No results found

Ensure all words are spelled correctly or try different keywords.

19881-19900 of 39272

Equities

May 16, 2019 16:49

Mistaking value investing for buying low PE stocks

“All investing is value investing… the same calculation goes into it whether you’re buying some bank at 70% of book value or you’re buying Amazon at some very high...

Tim Carleton

Auscap Asset Management

May 16, 2019 16:49

Asset Allocation

May 16, 2019 15:57

Risk parity - model or myth?

On a recent visit to one of the external managers of our 5 Oceans Fund we asked them for their biggest market worry. The rise of risk parity strategies was the...

Stephen Bennie

Castle Point Funds

May 16, 2019 15:57

Macro

May 16, 2019 14:00

What does populism mean for infrastructure investment globally?

Populism is spreading rapidly and globally, and becoming more aggressive in its implementation and execution. It traverses national borders and can infiltrate...

Sarah Shaw

4D Infrastructure

May 16, 2019 14:00

Equities

May 16, 2019 13:18

As the moat gets wider the profits get larger

In the past 15 years, the share of US jobs that require high levels of technical and digital capability has increased more than 4x, to 25%. Salaries of these workers...

Charlie Aitken

Aitken Investment Management

May 16, 2019 13:18

Equities

May 16, 2019 11:50

The outlook for banks

The recent bank reporting season was highly anticipated as it was the first since the Banking Royal Commission final report. Although these results were impacted by...

Lachlan Davis

IFM Investors

May 16, 2019 11:50

Equities

May 16, 2019 07:15

We agree with Donald Trump ...

Overnight Trump signed an executive order that allows the US to ban telecom network equipment and services from foreign adversaries. This is clearly aimed at China and...

Lachlan MacGregor

Alphinity Investment Management

May 16, 2019 07:15

Fixed Income

• Sponsored

May 16, 2019 07:00

Good returns without the volatility

With the backing of a highly experienced team, the Perpetual Credit Income Trust provides investors with access to the entire breadth of the credit market, including...

PCI

Livewire Exclusive

Livewire Markets

May 16, 2019 07:00

Daily Report

May 15, 2019 17:41

Energy & Resources push the market higher

Stocks recovered most of the losses incurred the prior session today – Energy and Resources the main game in town however the buying was very broad based with all...

James Gerrish

Market Partners

May 15, 2019 17:41

Macro

May 15, 2019 14:00

The 'Trant'

Trant - def: (A rant on Trump) - Trant – verb, noun - verb: Trant; 3rd person present: Trants; past tense: Tranted; past participle: Tranted; gerund or present...

Marcus Padley

Marcus Today

May 15, 2019 14:00

Expert Insights

May 15, 2019 13:37

Learning from your mistakes

Going against human instinct and taking a contrarian approach to investing is not for everyone. It takes practice, and commitment in your convictions as well as...

Livewire Exclusive

Livewire Markets

May 15, 2019 13:37

Education

May 15, 2019 12:18

Taxing times for investors

The ALP is proposing a raft of tax changes that will negatively impact after tax outcomes for many Australian investors should they be enacted. Arguably the most...

Dr Don Hamson

Plato Investment Management

May 15, 2019 12:18

Rapid Fire

May 15, 2019 11:33

Why we still back Buffett

With the climate of political polarisation, an unprecedented shift in monetary policy, and trade wars all impacting markets globally, you need a safe pair of hands...

Alex Cowie

May 15, 2019 11:33

Equities

May 15, 2019 09:55

Is the proposed TPG-Vodafone merger impacting Telstra?

We’ve recently seen some developments in relation to the proposed TPG-Vodafone merger, including the ACCC announcing it will block the merger. By way of quick recap,...

TLS

Tim Kelley

Montgomery Investment Management

May 15, 2019 09:55

Equities

May 15, 2019 09:16

The New Criterion: tackling the blight of plastic waste

“Only one institution knew what helium was.”So here’s a quick lesson: while 8 percent of helium supply ends up in balloons, the gas is also a key...

IGE

Tim Boreham

Independent Investment Research

May 15, 2019 09:16

Fixed Income

May 15, 2019 07:43

The End of the Housing Correction

The latest episode of our very popular Complexity Premia podcast is now live where we discuss: the coming of Aussie quantitative easing (QE); the eruption of...

Christopher Joye

Coolabah Capital

May 15, 2019 07:43

Daily Report

May 14, 2019 17:36

Markets down but rally from lows

US markets were hit hard overnight, the Dow Jones down ~700pts at the worst while the tech stocks were hit harder – the Nasdaq down nearly ~3.50% on the session thanks...

James Gerrish

Market Partners

May 14, 2019 17:36

Macro

May 14, 2019 14:37

Modern Monetary Theory Part 2, and why you're still hearing a lot more about it

Last month we published our take on one of the biggest economic discussions today – Modern Monetary Theory (MMT).Most of the public debate to date has centred...

Chris Bedingfield

Quay Global Investors

May 14, 2019 14:37

Equities

May 14, 2019 13:26

IOOF Holdings: Show me the money (for provisions)

ANZ Wealth P&I transaction under threat: IFL has released an update on the pending ANZ Wealth P&I acquisition, with some key negatives being the loss of income, and...

IFL

Bell Potter

Stockbroker

May 14, 2019 13:26

Macro

May 14, 2019 12:27

Low growth, high volatility

Back in December last year when I sat down to write my outlook piece for the Australian market in 2019 I was surprised how positive I was relative to other investors...

Paul Taylor

Fidelity International

May 14, 2019 12:27

Equities

May 14, 2019 10:17

Are there opportunities hidden among the worst performing LICs?

We believe small cap value is one of the most unloved sectors at the moment. So, while we don’t find this recent underperformance surprising, we do see a lot...

Daryl Wilson

Affluence Funds Management

May 14, 2019 10:17

19881-19900 of 39272

Account

Company

Search Results

Filters

Content Type

Contributor

Stock

Sort

Mistaking value investing for buying low PE stocks

Risk parity - model or myth?

What does populism mean for infrastructure investment globally?

As the moat gets wider the profits get larger

The outlook for banks

We agree with Donald Trump ...

Good returns without the volatility

Energy & Resources push the market higher

The 'Trant'

Learning from your mistakes

Taxing times for investors

Why we still back Buffett

Is the proposed TPG-Vodafone merger impacting Telstra?

The New Criterion: tackling the blight of plastic waste

The End of the Housing Correction

Markets down but rally from lows

Modern Monetary Theory Part 2, and why you're still hearing a lot more about it

IOOF Holdings: Show me the money (for provisions)

Low growth, high volatility

Are there opportunities hidden among the worst performing LICs?