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Equities

December 14, 2021 08:45

Omicron: The facts that matter for global investors

It’s still unclear what impact Omicron could have on an economy just starting to normalise, says Antipodes’ Alison Savas. In her latest podcast, she explains that...

AGX1

Alison Savas

Antipodes

December 14, 2021 08:45

Funds

December 14, 2021 08:37

Investing in Nordic innovation - Erik Sprinchorn

David is joined by Erik Sprinchorn of Tin Fonder's New Technology fund. The TIN Fonder New Technology fund is an equity strategy that invests in technology, health and...

David Clark

Koda Capital

December 14, 2021 08:37

Education

• Sponsored

December 14, 2021 07:52

The Really Boring Portfolio (RBP) compared to the Forever Unless it F's Up (FUFU)

Marcus Today recently launched something he calls the FUFU Portfolio, which complements the ETF or “Really Boring Portfolio” (RBP), writes Marcus Padley. The FUFU...

MQG

Marcus Padley

Marcus Today

December 14, 2021 07:52

Expert Insights

December 14, 2021 07:04

Two microcaps that could double (at least) from here

Making profits is better than bleeding cash, obviously. But as a microcap investor, Merewether Capital founder Luke Winchester takes a more nuanced view. For young...

Livewire Exclusive

Livewire Markets

December 14, 2021 07:04

Funds

• Sponsored

December 14, 2021 06:45

The alpha fund for international shares

That’s where the global equity team at Nikko Asset Management shines.Their Nikko AM Global Share Fund has just been named Best International Share Fund in Money...

Livewire Exclusive

Livewire Markets

December 14, 2021 06:45

Daily Report

December 13, 2021 17:05

The Match Out: Stocks edge higher but finish well below day's best, CSL and Ramsay Healthcare in acquisition mode

A choppy but positive start to the week for the Australian market with strength in the material, energy and property sectors partially offset by weakness amongst...

+10

James Gerrish

Market Matters

December 13, 2021 17:05

Fixed Income

December 13, 2021 15:43

Public and private - perfecting the blend

The structure and valuations of fixed income markets have changed dramatically over the past decade or so. Most obviously, interest rates have decreased dramatically...

Pete Robinson

Challenger Investment Management

December 13, 2021 15:43

Investment Theme

December 13, 2021 14:57

When fear is your friend: What AREITs to buy if Omicron jitters worsen

Just when you thought it was safe to go out maskless, Omicron has sent markets into another fit. In the crosshairs are the usual suspects, particularly airline and...

Pete Morrissey

Dexus

December 13, 2021 14:57

Equities

December 13, 2021 14:30

A company entering 2022 in high spirits

As the pandemic kept people at home, we saw a dramatic rise in at-home consumption of spirits and a shift in preferences towards more premium products. We believe...

Chris Hernandez

Claremont Global

December 13, 2021 14:30

Investment Theme

December 13, 2021 14:25

The sustainability of big tech

Some the world’s largest technology companies are under intense scrutiny for their immense market power, data privacy concerns, supply chain management and...

Mary Manning

Alphinity Investment Management

December 13, 2021 14:25

Investment Theme

December 13, 2021 14:07

Is it time for Asian equities to shine in 2022?

We’re going to be a little cheeky: before discussing Asian equity markets, we are going to examine the setup for global equities, in particular the US, which dominates...

PAXX

Julian McCormack

Platinum Asset Management

December 13, 2021 14:07

Equities

December 13, 2021 12:02

Not a sequel but an Origin story

Anthony Kavanagh from Chester Asset Management reckons he’s found a company trading at a discount to book value, with tailwinds in key end markets. If that sounds like...

Anthony Kavanagh

Chester Asset Management

December 13, 2021 12:02

Equities

December 13, 2021 11:53

2022 looks familiar, though not quite the same

This might come as a surprise, but reading through investment strategy reports for 2022 and listening to fund managers, there is far more agreement than disagreement...

Rudi Filapek-Vandyck

FNArena

December 13, 2021 11:53

Expert Insights

December 13, 2021 11:26

China's property industry is too big to fail

It is no accident that Chinese mega property developer Evergrande is struggling to stay ahead of its creditors and nor is it alone – it is all part of the central...

Andrew Papageorgiou

Realm Investment House

December 13, 2021 11:26

Macro

December 13, 2021 11:10

6 key takeaways from Fidelity's 2022 outlook

Fidelity has just released its 2022 Outlook with an around-the-ground series of summaries from the firm's cadre of portfolio managers. Livewire’s David Thornton has...

DMP

David Thornton

Livewire Markets

December 13, 2021 11:10

Macro

December 13, 2021 10:53

The big misalignment between interest rates and inflation

In our 2019 market insight titled ‘Federal Funds Rate projections. They expect what???’, we covered what the US Federal Reserve’s expectations for interest rate...

Hue Frame

Frame Funds Management

December 13, 2021 10:53

Macro

December 13, 2021 10:09

Update on bank liquidity requirements...

While our updated numbers imply the banks need to buy about $408bn of government bonds for liquidity purposes over the next few years, it is interesting to see how...

Dr Stephen Parker

Coolabah Capital

December 13, 2021 10:09

Equities

December 13, 2021 09:29

Three small cap themes, and how to play them

Compelling opportunities remain ever-present in the small caps market, with many earlier stage companies offering compelling growth opportunities that are less...

Michael Steele

Yarra Capital Management

December 13, 2021 09:29

Equities

December 13, 2021 08:45

The Central Bank Cartel has made microcaps more attractive than ever

Since its inception in 1792, the New York Stock Exchange has been a witness and barometer of human history. Humanity has had to endure its fair share of setbacks...

RMD

Gino Rossi

Spheria

December 13, 2021 08:45

Buy Hold Sell

December 13, 2021 06:30

The dogs and darlings of 2021 (and the stocks to watch in 2022)

In this end of year special, James Marlay spoke to Jun Bei Liu from Tribeca Investment Partners and James Gerrish from Market Matters. They discuss the highs and lows...

Buy Hold Sell

Livewire Markets

December 13, 2021 06:30

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Omicron: The facts that matter for global investors

Investing in Nordic innovation - Erik Sprinchorn

The Really Boring Portfolio (RBP) compared to the Forever Unless it F's Up (FUFU)

Two microcaps that could double (at least) from here

The alpha fund for international shares

The Match Out: Stocks edge higher but finish well below day's best, CSL and Ramsay Healthcare in acquisition mode

Public and private - perfecting the blend

When fear is your friend: What AREITs to buy if Omicron jitters worsen

A company entering 2022 in high spirits

The sustainability of big tech

Is it time for Asian equities to shine in 2022?

Not a sequel but an Origin story

2022 looks familiar, though not quite the same

China's property industry is too big to fail

6 key takeaways from Fidelity's 2022 outlook

The big misalignment between interest rates and inflation

Update on bank liquidity requirements...

Three small cap themes, and how to play them

The Central Bank Cartel has made microcaps more attractive than ever

The dogs and darlings of 2021 (and the stocks to watch in 2022)