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Outlook Series

December 19, 2022 06:30

Where these professionals would invest $1 million in 2023

So in that space, we have some allocation to private equity still. We have some allocation also to private credit. Private debt is...

Chris Conway

Chris Conway

Livewire Markets

December 19, 2022 06:30

Investment Theme

December 19, 2022 06:30

This $226m money manager is betting big on small caps and consumer stocks

EFG Asset Management takes on some of the world's wealthiest clients. Ahead of 2023, the investment firm has also laid down two big contrarian calls.

Hans Lee

Hans Lee

Livewire Markets

December 19, 2022 06:30

Daily Report

December 16, 2022 16:45

The Match Out: ASX limps into the weekend, Glad we trimmed resources recently!

It wasn’t a bad effort really from the ASX today ending the session down 56pts following a sharp sell-off in the US overnight, the Energy & Material stocks providing...

James Gerrish

James Gerrish

Market Matters

December 16, 2022 16:45

Equities

December 16, 2022 16:01

Matt Williams: It's not just about what you own in the portfolio, it's about what you avoid

Investing is a "choose your own adventure" pursuit. There is a sea of variables and the last thing you want to be is adrift without a rudder or map. We like to think...

David Thornton

Livewire Markets

December 16, 2022 16:01

Education

December 16, 2022 15:51

Don’t ignore the franking, ignore the hyperbole!

Looking to 2023, income investors can’t ignore the tax-effective benefits of franking credits, and by extension of that, we think investors Can ignore much of the...

Dr Don Hamson

Dr Don Hamson

Plato Investment Management

December 16, 2022 15:51

Equities

December 16, 2022 12:56

Markets providing fertile hunting ground for stock pickers

Orbis looks at how the current boom-bust cycle has been the setting for a great misallocation of capital, potentially providing fertile ground for contrarian investors...

Graeme Shaw

Graeme Shaw

Orbis

December 16, 2022 12:56

The Rules of Investing

December 16, 2022 12:16

This Hall of Famer has uncovered a stock worthy of Warren Buffett's portfolio

When times are tough, it pays to stick to your guns.

The Rules of Investing

The Rules of Investing

Livewire Markets

December 16, 2022 12:16

Macro

December 16, 2022 11:22

Lessons from past US recessions

In the context of the bond market signalling a US recession in late 2023/early 2024 - where CCI has been forecasting a recession since earlier this year - we have...

Kieran Davies

Kieran Davies

Coolabah Capital

December 16, 2022 11:22

Education

December 16, 2022 11:10

3 retirement risks and how to navigate them

While there has never been a better time to be alive, it has, admittedly, been easy to overlook this notion over the past few years. The truth is that we live in an...

Peta Tilse

Peta Tilse

Cromwell Funds Management

December 16, 2022 11:10

Equities

December 16, 2022 10:49

Perreault resigns from CSL, having already written some of the next chapter

When investors, be it Montgomery or our partners Australian Eagle, talk about quality Australian companies (those with wide and deep economic moats or competitive...

Roger Montgomery

Roger Montgomery

Montgomery Investment Management

December 16, 2022 10:49

Macro

December 16, 2022 09:55

Howard Marks: What lies ahead for inflation, interest rates – and why it's a sea change

The Oaktree Capital co-founder's latest memo reflects on the events and investor beliefs that led us to this point and provides some thoughts on the future.

Glenn Freeman

Glenn Freeman

Livewire Markets

December 16, 2022 09:55

Equities

December 16, 2022 09:29

Why Australia is set for an earnings recession

Our base case for 2023 is that Australia is likely to experience an earnings recession even if we do not suffer an economic recession.

Randal Jenneke

Randal Jenneke

T. Rowe Price

December 16, 2022 09:29

Equities

December 16, 2022 09:00

Short delay is a "storm in a Chalice" that shouldn't deter true believers

Sunstone Metals Sunstone Metals (ASX: STM) had the opposite problem to Chalice during the week. It met previous guidance in a timing sense by...

Barry FitzGerald

Barry FitzGerald

Independent Journalist

December 16, 2022 09:00

Asset Allocation

December 16, 2022 08:41

Will 2023 be the year of the bond or the small cap? Why not both!

This is our March 2023 quarter outlook which, given we are recording this a few weeks prior to the close of the calendar year, also enables us to lift our eyes and...

Tim Toohey

Tim Toohey

Yarra Capital Management

December 16, 2022 08:41

Daily Report

December 16, 2022 08:02

Dow tumbles 700 points + UBS asks "can this China rally run further?"

Dow down 700+ points as Bank of England, ECB follow the Fed on interest rates

The Morning Wrap

Livewire Markets

December 16, 2022 08:02

Macro

December 16, 2022 07:04

The most important thing you need to understand right now

This is an edited extract of a report that went to clients earlier this week. All I hear about is how tough a year 2022 has been. I guess that all depends on how you...

Greg Canavan

Greg Canavan

Fat Tail Investment Research

December 16, 2022 07:04

Equities

December 16, 2022 07:00

Which company could double its earnings in just five years?

Analysts Shaun Weick, Sam Koch, Will Liu, Cooper Rogers and Will Thompson deliver their buy, hold and sell selections for Australian and global companies.

Wilson Asset Management

Wilson Asset Management

Wilson Asset Management

December 16, 2022 07:00

Education

December 16, 2022 06:30

The yield curve, recessions and soft landings

One of the accepted truisms in modern finance is that a lot of information can be derived from the yield curve. The US yield curve A positive sloping curve (as...

Chris Bedingfield

Chris Bedingfield

Quay Global Investors

December 16, 2022 06:30

Education

December 16, 2022 06:30

US infrastructure: Investment risks and opportunities

In November, Head of ESG and Senior Investment Analyst, Peter Aquilina, travelled through the US to meet with management teams of oil and gas pipeline, regulated...

Sarah Shaw

Sarah Shaw

4D Infrastructure

December 16, 2022 06:30

Macro

December 16, 2022 04:10

House price falls are not slowing

The latest data from CoreLogic underscores the point that Australia's record housing crash is not slowing right now. The first chart below shows the 3 month annualised...

Christopher Joye

Christopher Joye

Coolabah Capital

December 16, 2022 04:10

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