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7901-7920 of 37012

Equities

December 30, 2022 10:36

Finding counterintuitive countercyclical growth

As the world enters a more challenging economic environment characterised by low or negative GDP growth, finding companies that can grow earnings regardless of macro...

Alvise Peggion, CFA

Alvise Peggion, CFA

Fairlight Asset Management

December 30, 2022 10:36

Equities

December 28, 2022 09:46

Your predictions for 2023

Here are your Predictions for 2023 - collected from Livewire and Marcus Today Members.

Marcus Padley

Marcus Padley

Marcus Today

December 28, 2022 09:46

Success and More Interesting Stuff

December 27, 2022 10:00

Leo Barry was a star of "the big dance", now he's making his mark in small caps

Any Australian sports fan knows this quote - “Leo Barry, you star!” Now, meet the man and his post-football career in this edition of SAMIS.

Matthew Kidman

Matthew Kidman

Centennial Asset Management

December 27, 2022 10:00

Macro

December 26, 2022 23:42

The great regime change: growth and cheap money are dead

This inflation crisis has changed the world and asset prices forever, and will lead to a fundamental shift in the way things work.

Christopher Joye

Christopher Joye

Coolabah Capital

December 26, 2022 23:42

Daily Report

December 23, 2022 16:51

The Match Out: No Christmas cheer for the ASX today, Happy Holidays all!

The ASX keyed off a weak session overnight following more robust economic data from the US – the concept of good economic news is bad for stocks, given the focus on...

James Gerrish

James Gerrish

Market Matters

December 23, 2022 16:51

Macro

December 23, 2022 13:27

Industrial REITs – Shifting gears from tightening yields to growing rents

Delivering a total return of -23% to the end of October in local currency terms, this hasn’t been a great year for Global REITs. Whilst disappointing, it is also...

Mark Mazzarella

Mark Mazzarella

Dexus

December 23, 2022 13:27

Equities

December 23, 2022 13:22

Did Amazon cancel Christmas?

Christmas fever is running high with beautifully decorated trees and colourful lights cheering us on every corner. The tone was however a lot less cheery when Amazon...

Elfreda Jonker

Elfreda Jonker

Alphinity Investment Management

December 23, 2022 13:22

Equities

December 23, 2022 11:47

The outlook for small caps in 2023

Recap on key themes of 2022This year has not been a good one for small caps. To the end of November, the Small Ordinaries Accumulation Index (Small Ords) had fallen...

Naheed Rahman

Naheed Rahman

Flinders Investment Partners

December 23, 2022 11:47

Equities

December 23, 2022 10:36

ASX consumer discretionary stocks: Broker views and a fundie’s top pick

Has the inflation-sensitive sector performed as expected, and what lies in store for the year ahead? Read on to get some insights.

Glenn Freeman

Glenn Freeman

Livewire Markets

December 23, 2022 10:36

Investment Theme

December 23, 2022 10:17

Some upside surprises, and 8 ethical stocks to watch

A review of a difficult '22 and some exciting themes for next year are among the topics covered in this interview with Australian Ethical's Mike Murray.

Australian Ethical Investment

Australian Ethical Investment

Australian Ethical

December 23, 2022 10:17

Equities

December 23, 2022 07:25

Will Australia survive or thrive in the year ahead?

While there’s no question that 2022 has been an incredibly challenging year, we provide six key themes that we expect will help shape and navigate investment making...

BRAD Potter

BRAD Potter

Tyndall AM

December 23, 2022 07:25

Equities

December 22, 2022 18:20

“Combining a career and a passion for investing” Ben Griffiths Co-Founder & MD of Eley Griffiths Group

This episode we have the wonderful opportunity of having a highly regarded, veteran of the Funds Management industry on the show. Our special guest is Mr Ben...

Euroz Hartleys Ltd

Euroz Hartleys Ltd

Euroz Hartleys Ltd

December 22, 2022 18:20

Macro

December 22, 2022 17:14

Looking for a global recession in the new year? Watch out for this wildcard

The drumbeat of global recession for 2023 has been beating loudly of late. Some fund managers and analysts at major banks now have recession as their baseline...

Janu Chan

Janu Chan

Bitesized Economics

December 22, 2022 17:14

Daily Report

December 22, 2022 17:08

The Match Out: Stocks edge higher, IT has a rare day in the sun

The ASX continued to recover today following the mid-week dip although the ASX 200 is still down 1.81% for the month of December which doesn’t correlate well with the...

James Gerrish

James Gerrish

Market Matters

December 22, 2022 17:08

Equities

December 22, 2022 16:22

Sector-by-sector: What to watch in global equities this year

In a special podcast episode to round out 2022, we went ‘around the grounds’ within the Antipodes investment team to get sector-specific outlooks for 2023. I spoke...

Alison Savas

Alison Savas

Antipodes

December 22, 2022 16:22

Equities

December 22, 2022 14:50

The contrarian case for small caps in 2023

In the latest episode of Stocks Neat, which is our final episode of 2022, Gareth and I discuss small cap stocks and why they might be an interesting place to be...

Steve Johnson

Steve Johnson

Forager

December 22, 2022 14:50

Macro

December 22, 2022 14:23

“The RBA talks a big game but has the walk of the lame,” says GSFM

A keen eye on the inflationary threat, rather than its own communication errors, is what the RBA (and the economy) needs right now, says Stephen Miller

Glenn Freeman

Glenn Freeman

Livewire Markets

December 22, 2022 14:23

Equities

December 22, 2022 13:32

"Mind the GAAP" and 9 other surprises for 2023

As 2022 draws to a close we contemplate the year ahead from a left-field perspective. Our goal is to provide some food for thought over the holiday period. Our views...

Tony Sutton

Tony Sutton

Sintra Capital

December 22, 2022 13:32

Education

December 22, 2022 10:08

The FTX red flags the world's most respected investors ignored

Just over a month ago, FTX crypto exchange founder, Sam Bankman-Fried’s (SBF) net-worth was $16 billion. Today, the 30-year old is shackled in a Bahamian prison that...

Dr David Allen

Dr David Allen

Plato Investment Management

December 22, 2022 10:08

Equities

December 22, 2022 07:42

Bell Potter’s top stock picks for 2023

It's been a wild year in markets, but 2023 will still have opportunities worthy of your attention. In that vein, Bell Potters analysts offer up their top stock picks...

Bell Potter

Bell Potter

Stockbroker

December 22, 2022 07:42

7901-7920 of 37012

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