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Asset Allocation

May 05, 2022 12:11

Interest rate hikes and high debt suggest the markets, the economy or both will break simultaneously

For most markets and their participants, the extent central banks will move rates is currently the most relevant and important factor for investment decision making....

Jerome Lander

Jerome Lander

WealthLander

May 05, 2022 12:11

Fund in Focus

May 05, 2022 09:49

Identifying the next climate change leaders

Not every decarbonisation stock is an opportunity, nor is every company a likely shot at sticking around through the next decade and beyond. Here at Munro Partners,...

Nick Griffin

Nick Griffin

Munro Partners

May 05, 2022 09:49

Fixed Income

May 05, 2022 09:05

This US market is reaching boiling point, what are the alternatives?

Timing the top of a market is an entirely thankless task. For every genius who sold it all in 2007, there are countless others who have moved to cash when diviners...

Joe Millward

Joe Millward

Epsilon Direct Lending

May 05, 2022 09:05

Macro

May 05, 2022 08:47

"Hi, stagflation": How the professionals trade Federal Reserve rate hikes

The inspiration for the title of this wire is a Forbes article published earlier this week by Brian Domitrovic of The Laffer Center in Texas. In it, Brian declared...

Hans Lee

Hans Lee

Livewire Markets

May 05, 2022 08:47

Investment Theme

May 05, 2022 06:30

Global capital investment in energy needs to more than double by 2030

During the last decade, world energy investment declined by 35%, with green spending struggling to pick up quickly enough to offset the decline in fossil fuel...

John Tobin

John Tobin

Epoch Investment Partners (GSFM)

May 05, 2022 06:30

Fixed Income

May 05, 2022 06:30

The bond market selloff is a prime opportunity, says KKR

No-man’s land sounds like an unusual place to find opportunities, but that’s how KKR’s Jeremiah Lane describes one of his team’s most fertile hunting grounds. What...

Glenn Freeman

Glenn Freeman

Livewire Markets

May 05, 2022 06:30

Investment Theme

May 05, 2022 06:30

A scalable, global business for the 50 million who regret their tattoos

Speaking for the un-inked among us, it is fair to say we always suspected a high proportion of people who get tattoos regret them once the mood, infatuation and/or...

Matt Buchanan

Matt Buchanan

May 05, 2022 06:30

Education

May 04, 2022 23:06

The understated power of simple investment decisions

Investment portfolios represent the culmination of several decisions. The quality of these decisions varies, and it is important to align your risk exposure...

Ken Liow

Ken Liow

Realm Investment House

May 04, 2022 23:06

Daily Report

May 04, 2022 17:27

The Match Out: Market gives back early gains, ANZ result solid, less so for ARB, FLT & JBH

The market was strong early keying off a better night overseas and a good update from ANZ which had the banking sector on the front foot early, however as bond...

James Gerrish

James Gerrish

Market Matters

May 04, 2022 17:27

The Rules of Investing

May 04, 2022 15:44

Charlie Jamieson: Bond market pricing in "extraordinary" rate hikes

The RBA lifted the cash rate yesterday by 25 basis points, to 0.35%. And just like that, its war on inflation - to be waged against aggregate demand - is underway. ...

The Rules of Investing

The Rules of Investing

Livewire Markets

May 04, 2022 15:44

Macro

May 04, 2022 15:34

Wiping $1.5 trillion off house prices will force RBA to pause after 100-150 basis points of rate hikes

The RBA has a long history of getting the Aussie housing market's reactions to its cash rate changes horribly wrong, which is surprising given how easy the housing...

Christopher Joye

Christopher Joye

Coolabah Capital

May 04, 2022 15:34

Equities

May 04, 2022 14:53

Chart of the Week - Global Equities ex-Growth

Global Earnings Revisions — Market Going “ex-Growth“? This chart shows the breadth of earnings revisions momentum (ratio of upgrades to downgrades and rate of...

Callum Thomas

Callum Thomas

Topdown Charts

May 04, 2022 14:53

Equities

May 04, 2022 13:37

10 years gone, 20 years to go

The last 10 years have been a relatively rosy environment for equity markets around the globe. Post GFC in 2008, a brief hiccup with the US Debt Ceiling issues, and...

Mugunthan Siva

Mugunthan Siva

India Avenue

May 04, 2022 13:37

Macro

May 04, 2022 11:45

If the Bond market is right, mortgage costs are about to double

The RBA needs to tread warily, says Andrew McAuley of Credit Suisse. Read through for his analysis of where mortgage rates could sit if the RBA goes too hard too early.

Andrew McAuley

Andrew McAuley

Credit Suisse

May 04, 2022 11:45

Fixed Income

May 04, 2022 11:22

Is the RBA risking a recession to solve inflation?

The RBA hikes rates by 25bps, with more set to come in 2022 as Australia’s central bank attempts to keep a grip on inflation. With oil and commodity prices set to...

Chris Rands

Chris Rands

Yarra Capital Management

May 04, 2022 11:22

Fixed Income

May 04, 2022 07:33

Victorian budget surprises with debt issuance downgrade on underlying strength

While media reporting on Victoria's budget has been confusing, it has surprised the market, investors and analysts with material downward revisions to the size of...

Kieran Davies

Kieran Davies

Coolabah Capital

May 04, 2022 07:33

Expert Insights

May 04, 2022 06:30

3 key concerns for the remainder of 2022 (and the stocks that could outperform because of them)

There's been enough volatility in the first few months of 2022 for investors to chuck a hissy fit. And while Firetrail's Anthony Doyle believes that its best investors...

Ally Selby

Ally Selby

Livewire Markets

May 04, 2022 06:30

Buy Hold Sell

May 04, 2022 06:30

Buy Hold Sell: China v US

It's the geopolitical theme of the century - the fistfight between the world's greatest superpowers, China and the US. I think we can all agree that the US won the...

Buy Hold Sell

Buy Hold Sell

Livewire Markets

May 04, 2022 06:30

Daily Report

May 03, 2022 17:20

The Match Out: Market falls as RBA kicks off a new reality

The ASX pulled back today weighed by weakness amongst the resources while the property stocks factored in higher interest rates, and fell. The RBA the main game this...

James Gerrish

James Gerrish

Market Matters

May 03, 2022 17:20

Macro

May 03, 2022 15:40

Game, set and match: The RBA delivers its first election rate hike since 2007

For the first time since November 2010, the cash rate target has been lifted in Australia and for the first time since the reign of Glenn Stevens, the monetary...

Hans Lee

Hans Lee

Livewire Markets

May 03, 2022 15:40

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