Investing & Market Trading Insights in Australia

Search Results

No results found

Ensure all words are spelled correctly or try different keywords.

10301-10320 of 36506

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

Since its inception in 1792, the New York Stock Exchange has been a witness and barometer of human history. Humanity has had to endure its fair share of setbacks...

RMD

Gino Rossi

Spheria Asset Management

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

Equities

December 10, 2021 14:19

Why Zillow's move out of iBuying is cause for celebration

In July this year I wrote “Zillow — could it be a 10-bagger?”. I presented an in-depth look at the US real estate market and the opportunity Zillow had to digitise...

Lachlan Hughes

Swell Asset Management

December 10, 2021 14:19

Equities

December 10, 2021 10:30

Regulator's concerns about EML Payments appear to be easing

Regulatory uncertainty has been a material overhang for EML Payments’ (ASX:EML) share price since mid-May 2021, when the fintech first informed the market that the...

EML

Dominic Rose

Montgomery Lucent Investment Management

December 10, 2021 10:30

Education

December 10, 2021 10:06

The benefits of a boutique: Why bigger doesn’t always mean better

The idea that smaller, more agile boutique fund managers have an advantage when it comes to performance is nothing new. Often, the more money a small, highly...

Stuart Cartledge

Phoenix Portfolios

December 10, 2021 10:06

Commodities

December 10, 2021 09:55

Emmerson stonker gives investors plenty to stick in their breccia pipe

And the imminent release of a government-funded ‘discovery’ hole is expected to put the spotlight on fellow Tennant Creek explorers Inca and Greenvale. Plus, RareX...

Barry FitzGerald

Independent Journalist

December 10, 2021 09:55

Rapid Fire

December 10, 2021 06:30

Why macro matters: How Morgan Stanley is positioned for 2022 and 2023

Value should beat Growth, stocks will continue to outperform, and balanced portfolios (the well-loved 60/40 split) remain highly efficient, says Morgan Stanley Wealth...

Glenn Freeman

Livewire Markets

December 10, 2021 06:30

Buy Hold Sell

December 10, 2021 06:30

Buy Hold Sell: 3 Christmas specials and 2 for a turnaround

In case you missed it, Livewire's James Marlay was joined by Tribeca's Jun Bei Liu and Market Matters' James Gerrish for their analysis of three beaten-down stocks to...

Buy Hold Sell

Livewire Markets

December 10, 2021 06:30

Daily Report

December 09, 2021 17:09

The Match Out: ASX drifts lower in a quiet session

A fairly quiet session for the local market today with stocks consolidating yesterday's strong advance. There was very little in terms of company news flow nor was...

James Gerrish

Market Matters

December 09, 2021 17:09

10301-10320 of 36506

Account

Company

Search Results

Filters

Content Type

Contributor

Stock

Sort

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

Why Zillow's move out of iBuying is cause for celebration

Regulator's concerns about EML Payments appear to be easing

The benefits of a boutique: Why bigger doesn’t always mean better

Emmerson stonker gives investors plenty to stick in their breccia pipe

Why macro matters: How Morgan Stanley is positioned for 2022 and 2023

Buy Hold Sell: 3 Christmas specials and 2 for a turnaround

The Match Out: ASX drifts lower in a quiet session