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Equities

December 16, 2022 09:29

Why Australia is set for an earnings recession

Our base case for 2023 is that Australia is likely to experience an earnings recession even if we do not suffer an economic recession.

Randal Jenneke

Randal Jenneke

T. Rowe Price

December 16, 2022 09:29

Equities

December 16, 2022 09:00

Short delay is a "storm in a Chalice" that shouldn't deter true believers

Plus, the disconnect between Sunstone’s $100 million market cap and its case for why it could be on its way to producing 10 million ounces. Messing with guidance on...

Barry FitzGerald

Barry FitzGerald

Independent Journalist

December 16, 2022 09:00

Asset Allocation

December 16, 2022 08:41

Will 2023 be the year of the bond or the small cap? Why not both!

This is our March 2023 quarter outlook which, given we are recording this a few weeks prior to the close of the calendar year, also enables us to lift our eyes and...

Tim Toohey

Tim Toohey

Yarra Capital Management

December 16, 2022 08:41

Daily Report

December 16, 2022 08:02

Dow tumbles 700 points + UBS asks "can this China rally run further?"

Dow down 700+ points as Bank of England, ECB follow the Fed on interest rates

The Morning Wrap

Livewire Markets

December 16, 2022 08:02

Macro

December 16, 2022 07:04

The most important thing you need to understand right now

This is an edited extract of a report that went to clients earlier this week. All I hear about is how tough a year 2022 has been. I guess that all depends on how you...

Greg Canavan

Greg Canavan

Canavan Capital Partners

December 16, 2022 07:04

Equities

December 16, 2022 07:00

Which company could double its earnings in just five years?

Analysts Shaun Weick, Sam Koch, Will Liu, Cooper Rogers and Will Thompson deliver their buy, hold and sell selections for Australian and global companies.

Wilson Asset Management

Wilson Asset Management

Wilson Asset Management

December 16, 2022 07:00

Education

December 16, 2022 06:30

The yield curve, recessions and soft landings

One of the accepted truisms in modern finance is that a lot of information can be derived from the yield curve. The US yield curve A positive sloping curve (as...

Chris Bedingfield

Chris Bedingfield

Quay Global Investors

December 16, 2022 06:30

Education

December 16, 2022 06:30

US infrastructure: Investment risks and opportunities

In November, Head of ESG and Senior Investment Analyst, Peter Aquilina, travelled through the US to meet with management teams of oil and gas pipeline, regulated...

Sarah Shaw

Sarah Shaw

4D Infrastructure

December 16, 2022 06:30

Macro

December 16, 2022 04:10

House price falls are not slowing

The latest data from CoreLogic underscores the point that Australia's record housing crash is not slowing right now. The first chart below shows the 3 month annualised...

Christopher Joye

Christopher Joye

Coolabah Capital

December 16, 2022 04:10

Equities

December 15, 2022 19:00

Post-It Notes 2023

It’s all so short-term when you write daily. I sometimes go back to newsletters from a year or more ago and, with the knowledge of hindsight, read in minute detail the...

Marcus Padley

Marcus Padley

Marcus Today

December 15, 2022 19:00

Daily Report

December 15, 2022 17:07

The Match Out: Stocks follow US markets lower post the Fed hike and hawkish rhetoric

A tough day for local stocks with the ASX200 closing down -0.64% on broad-based selling which saw over 70% of the market close down on the day. Overnight the Fed...

James Gerrish

James Gerrish

Market Partners

December 15, 2022 17:07

Asset Allocation

December 15, 2022 14:12

Why Lazard believes the Value trade is far from over

A short and sharp global recession is Lazard Asset Management's base case for 2023. But it doesn't mean all the trades of 2022 won't work in 2023.

Hans Lee

Hans Lee

Livewire Markets

December 15, 2022 14:12

Equities

December 15, 2022 13:24

“A Team Player”: David Macgeorge, Managing Director of SRG Global – asset service, mining services and construction

Heading into the end of the year we reflect back on our fantastic very first episode of Euroz Hartleys “Finding the Front” with the Managing Director of global...

Euroz Hartleys Ltd

Euroz Hartleys Ltd

Euroz Hartleys Ltd

December 15, 2022 13:24

Asset Allocation

December 15, 2022 12:23

Three ways to profit in 2023

A year ago, we communicated that inflation and geopolitical risks would dominate 2022. Early in 2022, we predicted the recession would strike within 18 to 24 months. ...

Jerome Lander

Jerome Lander

WealthLander

December 15, 2022 12:23

Fixed Income

December 15, 2022 12:10

A home for investors looking for a safe haven from risky assets

Investors will need to consider a range of strategies to ensure their portfolios remain resilient and able to withstand any changes in the market.Financial experts...

Charlie Jamieson

Charlie Jamieson

Jamieson Coote Bonds

December 15, 2022 12:10

Macro

December 15, 2022 10:55

US inflation in the eye of the beholder

US inflation came in lower than expected yesterday. It is probably getting better, but I'll also note that you can see what you want in the numbers. If your view is...

Damien Klassen

Damien Klassen

Nucleus Wealth

December 15, 2022 10:55

Private Markets

December 15, 2022 10:08

Taking a long-term view on new opportunities

Several Alternatives spheres offer appealing potential despite persistent macro and market volatility, explains WAM Alternative Assets' Dania Zinurova.

Wilson Asset Management

Wilson Asset Management

Wilson Asset Management

December 15, 2022 10:08

Macro

December 15, 2022 09:05

How the US is onshoring production to avoid China weaponising key imports

Big moves are underway to onshore production of the essential building blocks of the US economy. This follows concern that dependence on key imports from China could...

Tim Richardson

Tim Richardson

Pengana Capital Group.

December 15, 2022 09:05

Investment Theme

December 15, 2022 08:35

The top 10 ASX 100 companies with moats, according to MarketMeter

Livewire is proud to partner with MarketMeter, gaining exclusive access to research that evaluates major ASX companies across a range of factors.

Glenn Freeman

Glenn Freeman

Livewire Markets

December 15, 2022 08:35

Daily Report

December 15, 2022 08:16

UBS downgrades three of the ASX iron ore miners

Plus, the third kind of inflation that you've never heard of! And today's top read is all about the money found in the new economy.

The Morning Wrap

Livewire Markets

December 15, 2022 08:16

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