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Daily Report

February 16, 2022 17:33

The Match Out: ASX rips, CSL the main driver, Santos (STO) almost triples profit

A great session for the ASX keying off strong leads from overseas as Russia took a tentative step backwards while strength on the domestic earnings front also buoyed...

James Gerrish

Market Matters

February 16, 2022 17:33

Funds

February 16, 2022 16:26

Magellan Global Fund – A peer and benchmark relative analysis

A lot has been said and written about Magellan lately but we have not seen a ‘post-mortem’ conducted on a peer and benchmark relativity basis. Until now. In this wire,...

Rodney Lay

Risk Return Metrics

February 16, 2022 16:26

Investment Theme

February 16, 2022 14:57

Embracing private markets

Private equity markets have deepened so much that private companies can now stay private and continue to access private capital forever, a fundamental game changer for...

Sam Armstrong

Barwon Investment Partners

February 16, 2022 14:57

Investment Theme

February 16, 2022 14:54

Are you positioned for the value cycle to run?

Severe underperformance by specific emerging market countries has historically created a fertile hunting ground to find alpha-generating stocks. Pzena is finding good...

John Goetz

Pzena Investment Management

February 16, 2022 14:54

Investment Theme

February 16, 2022 13:40

7 investment forces to drive gains this year (and the forces that could derail them)

While the pandemic in all its forms will prevail longer than was initially hoped, the effective development and deployment of vaccines and treatments means the world...

Sarah Shaw

4D Infrastructure

February 16, 2022 13:40

Fixed Income

February 16, 2022 13:20

New 2.78% pa ANZ hybrid (ANZPJ) looks to be paying a 15-22bps new issue concession

So ANZ have launched a new 7 year hybrid (ASX: ANZPJ) to replace their maturing $1.61bn existing hybrid (ASX: ANZPE), which it has announced will be repaid on 24 March...

Christopher Joye

Coolabah Capital

February 16, 2022 13:20

Macro

February 16, 2022 12:22

Whatever the RBA decides, volatility is here to stay

This year many of the moves that dragged Australian bonds to higher yields were related to offshore factors, as the RBA continued to hold a more dovish line. We...

Charlie Jamieson

Jamieson Coote Bonds

February 16, 2022 12:22

Equities

February 16, 2022 11:16

“Buy the dip” may have had its day

In a bull market investors are well rewarded for “buying the dip”. As a share market sets new all-time highs, as most global share markets did through 2021, the bulk...

Stephen Bennie

Castle Point Funds

February 16, 2022 11:16

Education

February 16, 2022 09:13

The future of work has changed forever

By the end of March 2020, the virus behind the COVID-19 illness had escaped China and triggered lockdowns across the world. The International Labour Organisation...

Michael Collins

Magellan

February 16, 2022 09:13

Macro

February 16, 2022 08:58

Chart of the week - The Fed vs the stockmarket

Fed sweet spot indicator: Rate hikes, all else equal, tend to be bad for risk assets in that it incrementally removes monetary tailwinds, raises the discount rate...

Callum Thomas

Topdown Charts

February 16, 2022 08:58

Fund in Focus

• Sponsored

February 16, 2022 06:30

Lifting the hood on one of Australia’s best performing funds

What sets a top performer apart from the funds that consistently fail to outperform an index? According to Michael Goldberg, Managing Director and Portfolio Manager at...

Livewire Exclusive

Livewire Markets

February 16, 2022 06:30

Daily Report

February 15, 2022 17:51

The Match Out: ASX down, BHP beats but weighed by a near 10% drop in Iron Ore

As Chris on the Insto Desk just over my shoulder said today, “it felt like the market was down a hundred,” with some big moves on the stock level playing out and some...

James Gerrish

Market Matters

February 15, 2022 17:51

Equities

February 15, 2022 16:57

Circular economy stock comes full circle

The circular economy refers to a shift away from the typical linear model of production - > consumption -> discard, to an economy where the end-of-life use can be...

Ming Su

Fiftyone Capital

February 15, 2022 16:57

Fixed Income

February 15, 2022 16:55

The strong case for 50 basis point hikes

Jamieson Coote Bonds expects the Federal Open Market Committee (FOMC) to hike by 50 basis points to begin their hiking cycle at the March FOMC meeting on March 17th...

Charlie Jamieson

Jamieson Coote Bonds

February 15, 2022 16:55

Equities

February 15, 2022 13:32

Mining is a long game, especially when rehabilitation is considered

Energy Resources of Australia (ASX:ERA) floated on the ASX in mid-1980 in what was at the time the largest ever public float in Australian history. A year later the...

David Buckland

Montgomery Investment Management

February 15, 2022 13:32

Equities

February 15, 2022 13:19

Why it’s time to capitalise on the carnage in tech stocks

The current equity correction has taken a lot of the froth out of the market. But caught up in the carnage have been a number of high-quality companies with years of...

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Roger Montgomery

Montgomery Investment Management

February 15, 2022 13:19

Macro

February 15, 2022 13:12

Accurate CBA economist forecasts RBA ends hiking cycle at 1.25%, inducing a 10% decline in house prices as $500bn of fixed-rate loans expire in 2022/23...

Gareth Aird from CBA, “arguably one of the most accurate economic forecasters in recent times,” just published some new research projecting the course of interest...

Christopher Joye

Coolabah Capital

February 15, 2022 13:12

Education

February 15, 2022 06:30

Tesla leads the pack as EV adoption switches into gear

Over the next few years, we could see electric vehicle (EV) penetration increase to 70% in Europe and China, and around 50% in the US, as government incentives and...

Livewire Exclusive

Livewire Markets

February 15, 2022 06:30

Daily Report

February 14, 2022 17:19

The Match Out: ASX up, Energy and Golds the standout as the LA Rams win the Superbowl

There was some nervousness this morning following a big weekend of negative news around the potential Ukraine invasion, no doubt amplified by many of us forgetting...

James Gerrish

Market Matters

February 14, 2022 17:19

Equities

February 14, 2022 17:05

How much is the JB HiFi buyback really worth?

JB Hi-Fi has on Monday announced a $250 million off-market buyback along with some strong results with sales maintaining the high levels achieved last year. Off-market...

Peter Gardner

Plato Investment Management

February 14, 2022 17:05

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The Match Out: ASX rips, CSL the main driver, Santos (STO) almost triples profit

Magellan Global Fund – A peer and benchmark relative analysis

Embracing private markets

Are you positioned for the value cycle to run?

7 investment forces to drive gains this year (and the forces that could derail them)

New 2.78% pa ANZ hybrid (ANZPJ) looks to be paying a 15-22bps new issue concession

Whatever the RBA decides, volatility is here to stay

“Buy the dip” may have had its day

The future of work has changed forever

Chart of the week - The Fed vs the stockmarket

Lifting the hood on one of Australia’s best performing funds

The Match Out: ASX down, BHP beats but weighed by a near 10% drop in Iron Ore

Circular economy stock comes full circle

The strong case for 50 basis point hikes

Mining is a long game, especially when rehabilitation is considered

Why it’s time to capitalise on the carnage in tech stocks

Accurate CBA economist forecasts RBA ends hiking cycle at 1.25%, inducing a 10% decline in house prices as $500bn of fixed-rate loans expire in 2022/23...

Tesla leads the pack as EV adoption switches into gear

The Match Out: ASX up, Energy and Golds the standout as the LA Rams win the Superbowl

How much is the JB HiFi buyback really worth?