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Macro

March 29, 2022 09:53

Growth headwinds - Fiscal drag and high inflation

Global economies and financial markets are now entering the late stages of the business cycle. Fiscal stimulus has peaked and household purchasing power from savings...

Ben Wang, Ph.D. CFA FRM

Ben Wang, Ph.D. CFA FRM

Jamieson Coote Bonds

March 29, 2022 09:53

Investment Theme

March 29, 2022 09:26

Opportunities in equity market volatility

In this wire, 4D senior investment analyst Tasneef Rahman shows how volatile markets often give rise to the best investment opportunities. Investors can overreact to...

Sarah Shaw

Sarah Shaw

4D Infrastructure

March 29, 2022 09:26

Equities

March 29, 2022 09:26

The central bank dilemma

Jerome Powell's re-election as Federal Reserve chair late last year was a relief to investors, but a few short months later his credibility is now on the line. As...

Kristiaan Rehder

Kristiaan Rehder

Kardinia Capital

March 29, 2022 09:26

Fixed Income

March 29, 2022 08:00

Is there value in fixed income?

At the latest Crestone Investment Forum, held on 22 February 2022, we asked panelists to share their views on the likely path of markets and the global economy in...

LGT Crestone

LGT Crestone

LGT Crestone

March 29, 2022 08:00

Macro

March 29, 2022 07:18

Capex delays likely to greatly reduce state borrowing in FY2023 by $8bn to $16bn alone

Our research indicates that issuance of state government debt is likely to be between $8bn and $16bn lower than the market expects in FY2023 (or 2022-23 in budget...

Kieran Davies

Kieran Davies

Coolabah Capital

March 29, 2022 07:18

Rapid Fire

March 29, 2022 06:30

Simon Conn's 3 favourite small caps for 2022 and beyond

Investors with a penchant for small caps may know of Simon Conn, the long-standing senior portfolio manager of Investors Mutual's small and mid-cap funds. In this...

Ally Selby

Ally Selby

Livewire Markets

March 29, 2022 06:30

Daily Report

March 28, 2022 17:41

The Match Out: Stocks lose steam, ASX gives back early gains

The ASX lost some steam today, peaking up +52 points early only to taper off into the afternoon session, plus it was hit hard in ‘the match out’ between 4pm and...

James Gerrish

James Gerrish

Market Matters

March 28, 2022 17:41

Macro

March 28, 2022 17:32

Howard Marks: The end of globalisation

Howard Marks' latest memo has dropped, and it's a doozy. Why? Well, the Oaktree Capital legend has applied his decades-long "obsession with the concept of the...

Matt Buchanan

Matt Buchanan

March 28, 2022 17:32

Education

March 28, 2022 15:56

Supply chain disruption: Why this is no short term consequence of COVID and the huge role private equity will play

It seems just about everything’s being blamed for supply chain issues these days, even the neighbour’s barking dog. But if you’ve tried to buy a new car or a...

Sam Armstrong

Sam Armstrong

Barwon Investment Partners

March 28, 2022 15:56

Expert Insights

March 28, 2022 15:45

A growing high-yield credit market set to outperform as rates rise in 2022

The rapid growth in Asian credit markets is presenting opportunities and mispricings not available in other markets anymore. In this interview, John Stover from...

Matt Buchanan

Matt Buchanan

March 28, 2022 15:45

Investment Theme

March 28, 2022 09:49

3 fintech unicorns on geopolitics, the COVID curve and growth prospects

Many listed companies that excelled on the back of pandemic lockdowns are also among the “biggest losers” of the growth stock selloff we’ve seen in 2022 so far –...

Glenn Freeman

Glenn Freeman

Livewire Markets

March 28, 2022 09:49

Equities

March 28, 2022 09:45

The stocks set to fly as travel takes off again

Looks like travel's back on the menu! Local and international borders are open again, and travel stocks are set to take off. In the wire below, Dominic Rose from...

Dominic Rose

Dominic Rose

Montgomery Lucent Investment Management

March 28, 2022 09:45

Investment Theme

March 28, 2022 06:45

Compelling opportunity set in alternative assets

Listen to the WAM Alternative Assets (ASX: WMA) FY2022 Interim Results Webinar to hear from Director Geoff Wilson AO and Portfolio Manager Dania Zinurova as they...

Wilson Asset Management

Wilson Asset Management

Wilson Asset Management

March 28, 2022 06:45

Property

March 28, 2022 06:30

Bowser prices to bananas: What is inflation, why should investors care?

For most people, it's been decades since they've had to deal with high inflation - if ever. But it's looking increasingly likely this will be the story of the years...

Peta Tilse

Peta Tilse

Cromwell Funds Management

March 28, 2022 06:30

Asset Allocation

March 28, 2022 06:30

Shane Oliver: How to play a faltering bull market

The spectacular slump we’ve seen in the ASX Small Ords and the NASDAQ 100 – down more than 7% and 15% – suggests the fever dream of the last two years might be over....

Angus Kennedy

Angus Kennedy

Livewire Markets

March 28, 2022 06:30

Fixed Income

March 28, 2022 06:30

Thought fixed income was all the same? Think again

In a world where official rates are moving, or about to move up, there is a view that all fixed-income assets will provide declining returns. But Andrew Lockhart from...

David Thornton

Livewire Markets

March 28, 2022 06:30

Equities

March 28, 2022 05:11

Franchised growth insulated from rates

We share three high-conviction franchised business models to navigate current macro uncertainty amid rising rates: EWCW, FXLV and MCDAbout us: GORA is an...

James O'Brien

James O'Brien

Great Ocean Road Advisors

March 28, 2022 05:11

Equities

March 27, 2022 11:44

Weekly S&P500 ChartStorm - 27 March 2022

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color and...

Callum Thomas

Callum Thomas

Topdown Charts

March 27, 2022 11:44

Macro

March 27, 2022 10:52

Our nation is not yet secure

In the AFR I write that it’s curiously un-Australian to be woefully unprepared for a fight. But that is the situation we find ourselves in. And it is the crisis that...

Christopher Joye

Christopher Joye

Coolabah Capital

March 27, 2022 10:52

Education

March 26, 2022 15:54

Media Worth Consuming – March 2022

My top five articles across the month are: Reliance Industries has outfoxed Amazon by taking employees and store leases from a nearly bankrupt Indian retailer. Supply...

Jonathan Rochford

Jonathan Rochford

Narrow Road Capital

March 26, 2022 15:54

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