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Investment Theme

April 06, 2021 13:09

The broad spectrum of healthcare tech helping us out of this pandemic

On 10 January 2020, the first novel coronavirus genome sequence was made public. This accomplishment effectively fired the starting gun in the race to find a treatment...

Ted Franks

Pengana Capital Group

April 06, 2021 13:09

Investment Theme

April 06, 2021 12:43

Why this COVID-hit sector is still attractively priced

I don’t know about you, but my COVID prediction record was woeful. Home furnishings boom? Nope. Motorbike retailer has best year ever? Nope. Funeral homes have their...

Steve Johnson

Forager

April 06, 2021 12:43

Equities

April 06, 2021 12:02

Don't give up on mega caps just yet

As we reflect on the first quarter of 2021, we believe we find ourselves in a rather heterogeneous market. In some pockets, we are seeing hot speculation in SPACs,...

Andrew Macken

Montaka Global Investments

April 06, 2021 12:02

Funds

April 06, 2021 10:14

Opportunities fund delivers returns of over 23% p.a. since 2013 via Asymmetric Investing

Producing annualized returns of 23.33% p.a. since inception May 2013 to Feb 2021, the Arnott Opportunities Fund has outperformed the MSCI by over 15% p.a.; and in this...

David Clark

Koda Capital

April 06, 2021 10:14

Outlook Series

April 06, 2021 08:29

Livewire reader predictions: How're you doing after 3 months?

Believe it or not, the first quarter of 2021 has already come to a close. While (thankfully) it’s been a much less eventful one than Q1 of 2020, it’s still brought its...

Patrick Poke

A Rich Life

April 06, 2021 08:29

Buy Hold Sell

April 06, 2021 06:30

Where exactly are we in the recovery?

After a year in which Britain almost succumbed to a different sort of wide-ranging existential threat to survival, the words uttered by Winston Churchill in 1940...

Buy Hold Sell

Livewire Markets

April 06, 2021 06:30

Commodities

April 04, 2021 21:20

Commodity super-cycle hype: Copper edition

Predictions of a new commodity supercycle have ramped up in recent months. But I disagree. Many commodity prices are at super-cycle levels; the volumes are not. And...

Damien Klassen

Nucleus Wealth

April 04, 2021 21:20

Macro

April 03, 2021 08:09

RBA delivers stealthy QE increase

In the AFR I write that one of the most interesting developments in local financial markets this week has been ANZ breaking the drought of senior bank bond supply with...

Christopher Joye

Coolabah Capital

April 03, 2021 08:09

Asset Allocation

April 02, 2021 17:45

Positioning for success in post pandemic global stock markets | Video podcast

This week our attention turns to global stock markets post covid rebuild, as investment professionals the world over mull the opportunities and pitfalls of the...

Damien Klassen

Nucleus Wealth

April 02, 2021 17:45

Equities

April 01, 2021 17:25

Reflation has the central banks in a yield trap

The local market started positive on miners and tech, then faded back to mostly flat before a late pump in banks pushed the market to finish positive. It was another...

Mathan Somasundaram

Deep Data Analytics

April 01, 2021 17:25

Rapid Fire

April 01, 2021 16:15

Where will all the stimulus go?

Tailwinds for investors can take many forms, and they are worth seeking out. For example, falling bond yields have been an enduring tailwind for long-duration assets,...

APL

James Marlay

Livewire Markets

April 01, 2021 16:15

Investment Theme

April 01, 2021 15:48

Why big brands thrive in a digital age

A mass-market brand aims to sell to all the buyers of the category. In fact, the typical buyer of a brand is a light buyer. Take a certain globally known soft drinks...

Bruno Paulson

Morgan Stanley IM

April 01, 2021 15:48

Expert Insights

April 01, 2021 15:30

An emerging healthcare company with fantastic potential

Volatility is a given in equity markets, it is the price we pay to achieve higher returns over the long term. Finding ‘all-weather’ industries that survive the...

PVS

Livewire Exclusive

Livewire Markets

April 01, 2021 15:30

Asset Allocation

April 01, 2021 15:23

Positioning for downturns with Private Debt: The critical role of the attacking defender

The macro investor Diego Parrilla is well known for making the analogy between constructing a successful investment portfolio and building a successful soccer team....

Simon Petris, PhD

Revolution Asset Management

April 01, 2021 15:23

Macro

April 01, 2021 14:43

Data drop: uptick in job vacancies while retail takes a nap

It's the start of a new quarter and optimism abounds. Brisbane has been released from lockdown, vaccines are on their way (albeit slowly) and the latest data drop from...

Mia Kwok

Livewire Markets

April 01, 2021 14:43

Fixed Income

April 01, 2021 13:43

The one thing the central banks won’t say about QE

“Only when the tide goes out do you discover who has been swimming naked.”This oft-cited quote is generally attributed to Warren Buffett. The point is obvious; the...

Pete Robinson

Challenger Investment Management

April 01, 2021 13:43

Equities

April 01, 2021 12:07

The duration of value and growth

It is commonly assumed that growth stocks are bigger beneficiaries of falling interest rates than value stocks, an assumption driven by a belief that growth stocks are...

GMO Investment and Asset Management

GMO

April 01, 2021 12:07

Education

April 01, 2021 09:32

Investors beware: “News” impairs your mental and physical wellbeing

In my previous wire, I showed that overconsumption of news misinforms investors and wastes their time. But that’s not all: in this article, I cite evidence that...

Chris Leithner

Leithner & Company Ltd

April 01, 2021 09:32

Equities

April 01, 2021 08:51

Impact of pig iron on nickel outlook a bit of a porky

Centaurus Metals sell-off on so-called nickel breakthrough highlights renewed value in a sector set to clean up on green energy. Plus, DFS on FYI’s HPA points to...

Barry FitzGerald

Independent Journalist

April 01, 2021 08:51

Funds

April 01, 2021 08:28

The impact of COVID-19 on LIC/LIT dividends and distributions

Continuing with our analysis of the COVID effects on the LMI sector in our last edition, this month we look at the effects on dividends/distributions paid over the...

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Claire Aitchison

Independent Investment Research

April 01, 2021 08:28

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The broad spectrum of healthcare tech helping us out of this pandemic

Why this COVID-hit sector is still attractively priced

Don't give up on mega caps just yet

Opportunities fund delivers returns of over 23% p.a. since 2013 via Asymmetric Investing

Livewire reader predictions: How're you doing after 3 months?

Where exactly are we in the recovery?

Commodity super-cycle hype: Copper edition

RBA delivers stealthy QE increase

Positioning for success in post pandemic global stock markets | Video podcast

Reflation has the central banks in a yield trap

Where will all the stimulus go?

Why big brands thrive in a digital age

An emerging healthcare company with fantastic potential

Positioning for downturns with Private Debt: The critical role of the attacking defender

Data drop: uptick in job vacancies while retail takes a nap

The one thing the central banks won’t say about QE

The duration of value and growth

Investors beware: “News” impairs your mental and physical wellbeing

Impact of pig iron on nickel outlook a bit of a porky

The impact of COVID-19 on LIC/LIT dividends and distributions