Investing & Market Trading Insights in Australia

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January 31, 2022 06:30

Peter Morgan: History is rhyming (and it could be bad for stocks)

The endearing term hardly describes the individual, who is always keen for a chat and is generous with his time. Grumpy is still a keen follower of markets...

Matthew Kidman

Centennial Asset Management

January 31, 2022 06:30

Education

January 29, 2022 15:28

Media Worth Consuming – January 2022

Top 5 Articles15% of S&P 500 companies have a price to sales ratio over 10, more than double the peak in 2000.A study found that fund manager experience correlates...

Jonathan Rochford

Narrow Road Capital

January 29, 2022 15:28

Daily Report

January 28, 2022 17:42

The Match Out: A tough week but the ASX finishes on a strong note, Index +2.19% with broad based buying

An aggressive bounce back today for local stocks with the ASX 200 ripping +2.19% higher recouping all of yesterday’s declines and some. Stocks opened higher, sold off...

James Gerrish

Market Matters

January 28, 2022 17:42

Macro

January 28, 2022 15:59

What to expect when the ripples of US rate hikes reach our shores

Concerns that the US Federal Reserve is behind the inflation curve intensified over the past week after rates were held at 0%-0.25%. The market's reaction was, well,...

David Thornton

Livewire Markets

January 28, 2022 15:59

Macro

January 28, 2022 11:53

The Fed remains well behind the curve

Why do we keep talking about the prospect of higher interest rates? What sort of analytical support can we offer to evidence such a proposition? It's an important...

David Berthon-Jones

Aequitas Investment Partners

January 28, 2022 11:53

Investment Theme

January 28, 2022 11:19

Biden’s Build Back Better legislation

During his 2020 election campaign, President Biden made commitments to relieve the economic hardship being experienced by a rising percentage of the US population, as...

Sarah Shaw

4D Infrastructure

January 28, 2022 11:19

Investment Theme

January 28, 2022 11:15

Overcoming uncertainty with takeover statistics

2021 was a hot year for M&A activity as markets continued their COVID recovery and access to debt and equity capital increased. According to data from UBS, the...

Ben Griffiths

Eley Griffiths Group

January 28, 2022 11:15

Fixed Income

January 28, 2022 09:54

Layer cake anyone? Just like that, corporate bonds look attractive again.

Can it be that parts of the credit market look attractive again? Firstly, daring to suggest any aspect of fixed income looks cheap at the moment is about as popular...

Andrew Canobi

Franklin Templeton

January 28, 2022 09:54

Education

January 28, 2022 08:30

3 colossal collapses and what you can learn from them

Bond Corporation, Enron, the South Sea Bubble. This is not an exhaustive list of the great financial collapses of history, but it's a pretty good start. David Guy from...

David Guy

Leithner & Company Ltd

January 28, 2022 08:30

Investment Theme

January 28, 2022 08:28

A brief history of booms and busts

Can investing in disruption produce attractive returns for the average investor? Interestingly, history suggests the odds are less than favourable, particularly during...

NZM

Tim Carleton

Auscap Asset Management

January 28, 2022 08:28

Equities

January 28, 2022 08:23

Booming mineral sands prices illustrate shortage-of-everything scenario driving commodity prices

Industry giant Iluka shows how resources shares and commodity prices have diverged of late while juniors such as Strandline now offer even greater leverage. Broad...

Barry FitzGerald

Independent Journalist

January 28, 2022 08:23

Macro

January 28, 2022 08:00

The bears are getting noisy... here are key asset allocation changes we are making

Equities may just lose their shine in the second half of 2022, pens Crestone's Scott Haslem, who in this wire shares the key tactical asset allocation changes the...

Scott Haslem

LGT Crestone

January 28, 2022 08:00

Equities

January 27, 2022 18:05

Netflix Q4 results were not a horror story

Some of the share price action over the last month has been strange, to say the least. So we weren't entirely surprised when Netflix sold off a few days ago after...

Lachlan Hughes

Swell Asset Management

January 27, 2022 18:05

Daily Report

January 27, 2022 17:14

The Match Out: Early gains wiped out, Tech selling gathers steam, Energy & Utilities strong

A rollercoaster ride for the ASX today, to trade in a huge 284pt/4.1% range, falling to levels not since April 1st last year. With the latest tumble the fall from the...

James Gerrish

Market Matters

January 27, 2022 17:14

Education

January 27, 2022 16:54

How to tell when the market's bottomed

Two years ago, I penned this piece based on Stephen Schwarzman's then-newly released book. A week later, the ASX went into a month-long tailspin. Hopefully, the timing...

Patrick Poke

A Rich Life

January 27, 2022 16:54

Macro

January 27, 2022 16:21

Central banks are not truly independent anymore

The short-term outlook for markets is unclear, writes Clime Asset Management's John Abernethy. This is particularly true for traders focused on short-term gains, who...

John Abernethy

Clime Asset Management

January 27, 2022 16:21

Equities

January 27, 2022 15:23

2 stocks with rock-solid balance sheets

It’s a tug-of-war. Aussie corporates table their half-yearly earnings reports, as they’re legally obligated to do. And investors try to make sense of it. We see it...

Glenn Freeman

Livewire Markets

January 27, 2022 15:23

Investment Theme

January 27, 2022 13:45

Here's 7 gems you missed over the holiday break

Don’t feel guilty about having a holiday. We genuinely hope you had an absolute cracker. But I hope it’s not immodest to point out that while you were kicking back,...

Matt Buchanan

January 27, 2022 13:45

Equities

January 27, 2022 13:00

Will the global dividend revival continue in 2022?

When it comes to global dividends, 2021 saw an almost a perfect reversal from 2020 when large dividend falls were seen, particularly across European countries during...

Dan Pennell

Plato Investment Management

January 27, 2022 13:00

Investment Theme

January 27, 2022 11:06

How investors can sustain profitable growth into an uncertain future - lessons from a 32-year long investment strategy

Investors are keenly focused on how policymakers will react to current levels of inflation. Will it subside without robust intervention (as supply chains overcome...

Will Deer

Pengana Capital Group

January 27, 2022 11:06

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Peter Morgan: History is rhyming (and it could be bad for stocks)

Media Worth Consuming – January 2022

The Match Out: A tough week but the ASX finishes on a strong note, Index +2.19% with broad based buying

What to expect when the ripples of US rate hikes reach our shores

The Fed remains well behind the curve

Biden’s Build Back Better legislation

Overcoming uncertainty with takeover statistics

Layer cake anyone? Just like that, corporate bonds look attractive again.

3 colossal collapses and what you can learn from them

A brief history of booms and busts

Booming mineral sands prices illustrate shortage-of-everything scenario driving commodity prices

The bears are getting noisy... here are key asset allocation changes we are making

Netflix Q4 results were not a horror story

The Match Out: Early gains wiped out, Tech selling gathers steam, Energy & Utilities strong

How to tell when the market's bottomed

Central banks are not truly independent anymore

2 stocks with rock-solid balance sheets

Here's 7 gems you missed over the holiday break

Will the global dividend revival continue in 2022?

How investors can sustain profitable growth into an uncertain future - lessons from a 32-year long investment strategy