Investing & Market Trading Insights in Australia

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Education

January 24, 2022 08:00

Want to make better forecasts? Here are two traps to avoid

Research by the International Monetary Fund found that economists consistently failed to predict a recession in GDP by a significant margin from 1992 to 2014. So if...

OSH

Joey Mui

Merlon Capital

January 24, 2022 08:00

Macro

January 23, 2022 07:57

Why equities could fall sharply

In the AFR on Friday I wrote that, for the first time in a long time, we agree with Jeremy Grantham: equities likely need to correct quite significantly. Here are some...

Christopher Joye

Coolabah Capital

January 23, 2022 07:57

Daily Report

January 21, 2022 16:53

The Match Out: ASX rolls over, Energy stocks smashed, Whitehaven (WHC) lower on mixed quarterly

Local equities traded to their lowest intraday level since the 29th September during today’s broad-based selling. Following the overnight moves and compounded by...

James Gerrish

Market Matters

January 21, 2022 16:53

Macro

January 21, 2022 15:35

Capital Group: In 2022, the risks are clear but the big picture is positive

Capital Group’s 2022 outlook cuts across global stocks and bonds in the US, China and Europe. It also explores dominant macro themes of interest rates and inflation,...

Glenn Freeman

Livewire Markets

January 21, 2022 15:35

Equities

January 21, 2022 14:11

Winning the war on talent

As global fund managers, one of the most important areas of focus for many of the companies we research is around talent acquisition and retention. This issue goes...

Luke Davrain

Claremont Global

January 21, 2022 14:11

Fixed Income

January 21, 2022 13:53

Someone is wrong, and someone is right: Franklin Templeton's 2022 market outlook

But 2021 has led to an understandable redux of the question, “Is the bond bull market over?” In other words, are we now facing a steady move higher in...

Andrew Canobi

Franklin Templeton

January 21, 2022 13:53

Macro

January 21, 2022 09:26

Let the wild rumpus begin*

Today in the U.S. we are in the fourth superbubble of the last hundred years. Previous equity superbubbles had a series of distinct features that individually are rare...

Jeremy Grantham

GMO

January 21, 2022 09:26

Equities

January 21, 2022 08:07

As copper bulls make a stampeding start to 2022, Sandfire positions for a re-rating

Sandfire’s MD Karl Simich is about to head off to sunny Spain to collect the keys to the MATSA copper-zinc operation. MATSA is an established low-cost producer of...

Barry FitzGerald

Independent Journalist

January 21, 2022 08:07

Macro

January 21, 2022 07:05

4.2% unemployment points to rate hikes in 2022

The lowest unemployment rate in years raises the risk that the RBA not only stops buying bonds next month (which is now widely expected by market participants) but...

Kieran Davies

Coolabah Capital

January 21, 2022 07:05

Buy Hold Sell

January 21, 2022 06:30

Buy Hold Sell: Your most-tipped large caps

In case you missed it, our first episode of Buy Hold Sell for 2022 is a special, in-depth look at the stocks that Livewire readers tipped in our annual reader survey....

Buy Hold Sell

Livewire Markets

January 21, 2022 06:30

Investment Theme

January 20, 2022 18:49

Airlie's view for 2022: Key insights and portfolio highlights

Started out with US$15,000 in the mid 1950s and turned that into US$800 million by the mid 1980s." “He said the only way one makes money in the market is when...

Matt Buchanan

January 20, 2022 18:49

Daily Report

January 20, 2022 17:38

The Match Out: ASX marginally higher, Resources rally, Gold stocks shine

A fairly lacklustre session at the index level today with the market only marginally higher, however there were some big moves at the stock level. Gold the standout...

James Gerrish

Market Matters

January 20, 2022 17:38

Investment Theme

January 20, 2022 17:07

Getting it write! The 10-most read articles by Livewire contributors in 2021

In the spirit of the New Year, we've decided to do something new at Livewire by taking a look at the 10 most-read wires of 2021. Think Marcus Padley, Christopher Joye,...

Meg Kerr

Livewire Markets

January 20, 2022 17:07

Investment Theme

January 20, 2022 16:55

Microsoft stakes a $96 billion claim in the metaverse

Microsoft isn’t playing around when it comes to video games, having just offered $96 billion in cash for gaming house Activision Blizzard. So what does this mean for...

David Thornton

Livewire Markets

January 20, 2022 16:55

Macro

January 20, 2022 13:25

More people are changing jobs/planning to start new work as the labour market tightens, which will add to inflation...

The demand for labour is strong, as reflected in job vacancies reaching their highest share of the workforce in half a century. The supply of labour has picked up,...

Kieran Davies

Coolabah Capital

January 20, 2022 13:25

Success and More Interesting Stuff

January 20, 2022 11:00

Jun Bei Liu's extraordinary journey

Having taken over the reins of Tribeca's long/short fund in 2019, Jun Bei Liu had big shoes to fill. In this episode of Success and More Interesting Stuff, Liu opens...

Matthew Kidman

Centennial Asset Management

January 20, 2022 11:00

Fixed Income

January 20, 2022 10:13

The outlook for swap spreads

One of the larger fixed-income anomalies observed in 2021 was the record increase in the spread between interest rate swaps and Commonwealth government bond yields,...

Matthew Johnson

Coolabah Capital

January 20, 2022 10:13

Fixed Income

January 20, 2022 06:45

Fixed income is changing — and blending private and public credit makes good sense

As we noted in part one of our recent primer on private and public credit markets, Public and private — perfecting the blend, the asset class of fixed income has...

Pete Robinson

Challenger Investment Management

January 20, 2022 06:45

Outlook Series

January 20, 2022 06:45

21 funds the professionals would invest in

A big part of investing is humility – namely, understanding where your strengths lie and where they don’t. It should come as no surprise, then, that when we asked...

Buy Hold Sell

Livewire Markets

January 20, 2022 06:45

Daily Report

January 19, 2022 17:27

The Match Out: ASX whacked, Tech the biggest drag although HUB 24 (HUB) quarterly a +ve exception

A tough day at the office for the Australian market today with the ASX down over 1% led lower by the IT and Healthcare sectors. Financials were also weak however there...

James Gerrish

Market Matters

January 19, 2022 17:27

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Want to make better forecasts? Here are two traps to avoid

Why equities could fall sharply

The Match Out: ASX rolls over, Energy stocks smashed, Whitehaven (WHC) lower on mixed quarterly

Capital Group: In 2022, the risks are clear but the big picture is positive

Winning the war on talent

Someone is wrong, and someone is right: Franklin Templeton's 2022 market outlook

Let the wild rumpus begin*

As copper bulls make a stampeding start to 2022, Sandfire positions for a re-rating

4.2% unemployment points to rate hikes in 2022

Buy Hold Sell: Your most-tipped large caps

Airlie's view for 2022: Key insights and portfolio highlights

The Match Out: ASX marginally higher, Resources rally, Gold stocks shine

Getting it write! The 10-most read articles by Livewire contributors in 2021

Microsoft stakes a $96 billion claim in the metaverse

More people are changing jobs/planning to start new work as the labour market tightens, which will add to inflation...

Jun Bei Liu's extraordinary journey

The outlook for swap spreads

Fixed income is changing — and blending private and public credit makes good sense

21 funds the professionals would invest in

The Match Out: ASX whacked, Tech the biggest drag although HUB 24 (HUB) quarterly a +ve exception