Investing & Market Trading Insights in Australia

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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

Discover more about how global microcaps can improve your investment portfolio Watch Gino Rossi (Portfolio Manager of the Spheria Global Microcap Fund), share...

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

Equities

December 13, 2021 06:15

Market Matters’ 8 stock picks for 2022

Investors love hearing what professional stock “frothers” think about the market at any given time. They especially enjoy learning what stocks are on their Buy lists –...

Glenn Freeman

Livewire Markets

December 13, 2021 06:15

Education

December 12, 2021 18:05

The greatest bubble you may never have heard of

Everyone’s heard of the tech bubble, the tulip mania, and the 1920’s stock market bubble. But according to David Guy from Leithner and Company, a relatively unknown...

David Guy

Leithner & Company Ltd

December 12, 2021 18:05

Fixed Income

December 12, 2021 10:34

Machines invading bond markets

In the AFR this weekend I write that there has been a bit of chatter about “credit”—otherwise known as the bank and corporate bond market—becoming “the next quant...

Christopher Joye

Coolabah Capital

December 12, 2021 10:34

Daily Report

December 10, 2021 16:43

The Match Out: ASX slides into a weekend after a strong week for stocks, Fortescue (FMG) looks for new CEO

A softer day to end the week, though selling was pretty subdued from an index point of view. A weak lead from US markets weighed on stocks, particularly the tech...

James Gerrish

Market Matters

December 10, 2021 16:43

Expert Insights

December 10, 2021 16:18

Credit Suisse’s big ideas for 2022

Inflation. Love it or hate it, you really have to hate it, right? Well - not so fast. Wealth manager Credit Suisse points out that equities are historically the...

Livewire Exclusive

Livewire Markets

December 10, 2021 16:18

Funds

December 10, 2021 16:00

5 thrilling themes to follow in 2022 (and the ETFs to play them)

According to ASX and Chi-X data, the market cap of the exchange traded fund industry has swelled by a massive 44% in the 12 months to the end of November. Ally Selby...

Ally Selby

Livewire Markets

December 10, 2021 16:00

Equities

December 10, 2021 15:01

Pacific Smiles Dental: Building a powerful network

When we assess returns and industry structure, we try to determine how we think a company can grow and why it will be able to effectively compete with other players...

PSQ

Paul Biddle

Celeste Funds Management

December 10, 2021 15:01

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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)

Market Matters’ 8 stock picks for 2022

The greatest bubble you may never have heard of

Machines invading bond markets

The Match Out: ASX slides into a weekend after a strong week for stocks, Fortescue (FMG) looks for new CEO

Credit Suisse’s big ideas for 2022

5 thrilling themes to follow in 2022 (and the ETFs to play them)

Pacific Smiles Dental: Building a powerful network