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Macro

April 20, 2022 07:00

The quantitative tease stakes: Will the RBA run with the Fed favourite?

Ever thought a macro article would be compared to a horse race? Well, I have and in this case, it's central banks who are mingling behind the starting stalls for the...

John Abernethy

John Abernethy

Clime Asset Management

April 20, 2022 07:00

Expert Insights

April 20, 2022 06:30

Striking the right balance in bonds, as interest rate risk returns

There are degrees of risk in equity markets – a long-established large-cap banking stock is (generally) less volatile than a micro-cap mining play – and there are...

Glenn Freeman

Glenn Freeman

Livewire Markets

April 20, 2022 06:30

Expert Insights

April 20, 2022 06:30

Where KKR's credit team sees durable cash flow and downside protection

Whether the US Federal Reserve moves interest rates half-a-dozen times in 2022 – or perhaps even more – one thing is certain: rates are heading higher. Just what...

Glenn Freeman

Glenn Freeman

Livewire Markets

April 20, 2022 06:30

Daily Report

April 19, 2022 17:44

The Match Out: Easter optimism filters into solid session, RBA minutes suggest rates will rise sooner rather than later

It was a solid session for local stocks today, albeit a very quiet one with the market rallying early before treading water late in the day. Minutes from the RBA’s...

James Gerrish

James Gerrish

Market Matters

April 19, 2022 17:44

Macro

April 19, 2022 16:35

Have we reached peak inflation?

Global Markets Higher bond yields and oil prices caused global equities to remain on the defensive last week, with further hawkish talk from the Federal Reserve,...

David Bassanese

David Bassanese

Betashares

April 19, 2022 16:35

Macro

April 19, 2022 16:34

An "extraordinary" investor reaction that's creating rare opportunities

The market's multiple headwinds have forced several high-quality global businesses to valuations not seen since the COVID sell-off or the GFC.

Andrew Clifford

Andrew Clifford

Platinum Asset Management

April 19, 2022 16:34

Macro

April 19, 2022 13:16

Is predicting inflation's peak a fruitless exercise?

Transitory was the macro word of 2021 as the Federal Reserve and other major central banks attempted to calm markets about the pace of inflation. Investors fought...

Hans Lee

Hans Lee

Livewire Markets

April 19, 2022 13:16

Equities

April 19, 2022 13:16

Infrastructure assets are well placed for an era of inflation

Global stocks struggled early in 2022 because investors were concerned about faster inflation, which has risen to its highest in four decades in the US, a record...

Gerald Stack

Gerald Stack

Magellan

April 19, 2022 13:16

Asset Allocation

April 19, 2022 12:33

I’ll have one of everything please

What a start to the year we have had. It has been the worst on record for fixed income asset classes across investment grade, high yield and "safe haven" bonds (such...

Helen Anthony

Helen Anthony

Janus Henderson

April 19, 2022 12:33

Equities

April 19, 2022 12:28

The dominant narrative of 2022 for stocks

Last quarter we talked about the danger of following blindly (and reacting to) the ‘dominant narrative’ that is prevalent at any time in the market. However, there...

Matt Williams

Matt Williams

Airlie Funds Management

April 19, 2022 12:28

Fixed Income

April 19, 2022 10:40

Investors should brace for a growth shock

Such is the conundrum facing central banks as they seek to rein in inflation without choking off economic growth. Having retired the word ‘transitory,’ the US...

James Cielinski

James Cielinski

Janus Henderson

April 19, 2022 10:40

Equities

April 19, 2022 10:07

The great unwind begets the great chaos

The great unwind has begun, and together with two successive supply shocks caused by a pandemic and then war, it has spawned the great chaos. After major central bank...

Schroders Australia

Schroders Australia

Schroders

April 19, 2022 10:07

Equities

April 19, 2022 10:03

What we learnt from 60 US management teams

If you’ve listened to the latest episode of Stocks Neat, you’ll know that Steve, Harvey and I were in the States recently on our first business trip in more than two...

Gareth Brown

Gareth Brown

Forager

April 19, 2022 10:03

Education

April 19, 2022 09:54

America’s permanent recession: Is it coming to Australia?

It’s a never-ending ritual: many people hype current (and try to guess upcoming) national income statistics such as Gross Domestic Product – or heed those who do. The...

Chris Leithner

Chris Leithner

Leithner & Company Ltd

April 19, 2022 09:54

Equities

April 19, 2022 09:20

“Diversification is the only free lunch”

Last time I wrote about the current challenge for investors in the face of the potential combination of rising interest rates and falling growth, especially as so...

Chad Padowitz

Chad Padowitz

Talaria Asset Management

April 19, 2022 09:20

Funds

April 19, 2022 09:11

Matthew Kidman: Who's lying and who's not – Investing in small caps

Matthew joins David to discuss his fund The Level 18 Fund, as well as his career to date. Matthew began his career as a finance journalist for the Sydney Morning...

David Clark

David Clark

Koda Capital

April 19, 2022 09:11

Equities

April 19, 2022 08:42

An unloved company that's caught our attention

Life is often more unpredictable than we expect. Fires, pandemics, wars, and floods haven’t been ‘base-case’ scenarios for any supposedly ‘successful’ macro...

Sudhir Kissun

Sudhir Kissun

Allan Gray

April 19, 2022 08:42

Expert Insights

April 19, 2022 08:00

Hedging against significant risk as markets climb a wall of worry

When things are looking gloomy we can be sure someone will tell us to be positive, to cheer up, to look on the bright side. Well, I've no time for mindless optimism....

Matt Buchanan

Matt Buchanan

April 19, 2022 08:00

Buy Hold Sell

April 19, 2022 06:30

Buy Hold Sell: 5 ETFs to help you sleep at night

While sleep - or lack thereof - was already a major talking point in Australia before the pandemic (the government funded a national sleep study in 2018), things...

Buy Hold Sell

Buy Hold Sell

Livewire Markets

April 19, 2022 06:30

Macro

April 15, 2022 06:18

US recession risk in late 2023 poses a threat to equities and credit

In the AFR I write that in December and early January this column repeatedly warned investors to prepare their portfolios for an interest rate shock that would force...

Christopher Joye

Christopher Joye

Coolabah Capital

April 15, 2022 06:18

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