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Expert Insights

August 25, 2021 06:15

Could a policy error spell trouble for markets?

The biggest question on most investors’ minds in the first half of 2021 has been ‘will inflation be transitory or lasting?’ While the issue is far from settled, the...

Livewire Exclusive

Livewire Markets

August 25, 2021 06:15

Macro

August 24, 2021 23:34

Inflation update: Still transient

We covered inflation in a lot of detail in our four-part series earlier this year. So far, the inflation cycle is playing out largely as foreshadowed. In particular,...

Damien Klassen

Nucleus Wealth

August 24, 2021 23:34

Equities

August 24, 2021 18:08

Truth is the first casualty of war

Local market started the relatively positive on US lead before fading to finish slightly positive. We have now delivered 2 consecutive positive days after last week...

Mathan Somasundaram

Deep Data Analytics

August 24, 2021 18:08

Fixed Income

August 24, 2021 15:11

NSW to use $28bn Debt Retirement Fund to help reduce COVID-induced debt issuance

There are several recent developments in this important story, which I originally covered here. On Friday I wrote in the AFR that the NSW Treasurer, Dominic Perrottet,...

Christopher Joye

Coolabah Capital

August 24, 2021 15:11

Macro

August 24, 2021 13:22

The looming large excess of housing: What to do about it, and when

In an apparent suspension of collective logic, it appears few people have asked what happens when you provide massive incentives to bring forward an unprecedented...

Tim Toohey

Yarra Capital Management

August 24, 2021 13:22

Equities

August 24, 2021 12:51

Signs of the top

Signs of the top are things that, (only) in hindsight, will make it obvious that the market was coming up to a top. Things that in the cold light of a correction will...

Marcus Padley

Marcus Today

August 24, 2021 12:51

Macro

August 24, 2021 12:32

High growth stocks at a fraction of the cost

It’s been 35 years since Capital Group first ventured into emerging market investing. Over this time, many changes have unfolded. The world has shrunk in the face of...

Glenn Freeman

Livewire Markets

August 24, 2021 12:32

Funds

August 24, 2021 10:03

The new economic cycle

For the first time in over a decade, a new economic cycle may be underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing...

Pengana Capital Group

August 24, 2021 10:03

Equities

August 24, 2021 09:00

Uncovering value in all corners of the market

A traditional approach to value investing can rely on owning low-multiple stocks expecting mean reversion to generate long-term alpha. In our view, this is a flawed...

Alison Savas

Antipodes

August 24, 2021 09:00

Investment Theme

August 24, 2021 07:56

The compounding power of going back to basics

In a world of daily financial chatter, it’s easy to get distracted from what drives the core of long-term returns; the power of compounding. Growing $10,000 at an...

Bruno Paulson

Morgan Stanley IM

August 24, 2021 07:56

Education

August 24, 2021 07:15

Funding the BNPL revolution

For the last couple of years, we haven’t been able to open the Australian Financial Review or pull up the Livewire site without seeing another article about Afterpay...

Pete Robinson

Challenger Investment Management

August 24, 2021 07:15

Macro

August 24, 2021 07:15

Yield and wages

There is a lot of noise in the financial press (meme stocks, crypto, central bank policy, etc.) and so it’s hard to really know what to focus on. In times like...

Chad Padowitz

Talaria Asset Management

August 24, 2021 07:15

Buy Hold Sell

August 24, 2021 06:30

Finding the value in growth stocks

Despite rising bond yields through most of 2020, continued low interest rates have underwritten record valuations across markets. Meanwhile, rampant M&A activity is...

Buy Hold Sell

Livewire Markets

August 24, 2021 06:30

Education

August 24, 2021 06:30

The 3 best tables for every financial adviser and investor

I have read countless books on investing. Met an enormous number of financial experts and fund managers. And made pretty much every investing mistake possible! If I...

Romano Sala Tenna

Katana Asset Management

August 24, 2021 06:30

Equities

August 23, 2021 17:28

The COVID opportunists – six global stocks to watch

Last year was a tough year for global earnings. The pandemic shook up global markets, with large earnings drawdowns across the world. In particular, global small and...

Ned Bell

Bell Asset Management

August 23, 2021 17:28

Equities

August 23, 2021 17:12

Tapering worries moving from Rabbit Hole to Jackson Hole

Local market started the new week with a positive day after five consecutive negative days last week. Last week was the first 5 consecutive negative days since Feb...

Mathan Somasundaram

Deep Data Analytics

August 23, 2021 17:12

Investment Theme

August 23, 2021 15:59

Does the tech sector have more room to run?

Throughout last year’s recession and the ensuing recovery, many equity investors felt compelled to chase near-term, macro trends or investment factors that sometimes...

Denny Fish

Janus Henderson

August 23, 2021 15:59

Macro

August 23, 2021 13:52

Banks gouging taxpayers by arbitraging global liquidity rules...

Australia's banks are allowed to arbitrage global regulatory rules on best-practice liquidity requirements to maximise their returns on equity. This comes at a direct...

Christopher Joye

Coolabah Capital

August 23, 2021 13:52

Equities

August 23, 2021 12:40

Spotting the gaps and value traps

As a fundamental value manager, one way we can add value is avoiding stocks which look cosmetically cheap but are in fact value traps. A few value-style companies...

Anthony Aboud

Perpetual Asset Management (Australia)

August 23, 2021 12:40

Macro

August 23, 2021 11:07

In China and the US, economic recovery takes a disappointing turn

The potential for a slowdown in the world’s two largest economies is feeding concerns that global growth may have peaked Both countries are also facing another wave...

Kerry Craig

J.P. Morgan Asset Management

August 23, 2021 11:07

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Could a policy error spell trouble for markets?

Inflation update: Still transient

Truth is the first casualty of war

NSW to use $28bn Debt Retirement Fund to help reduce COVID-induced debt issuance

The looming large excess of housing: What to do about it, and when

Signs of the top

High growth stocks at a fraction of the cost

The new economic cycle

Uncovering value in all corners of the market

The compounding power of going back to basics

Funding the BNPL revolution

Yield and wages

Finding the value in growth stocks

The 3 best tables for every financial adviser and investor

The COVID opportunists – six global stocks to watch

Tapering worries moving from Rabbit Hole to Jackson Hole

Does the tech sector have more room to run?

Banks gouging taxpayers by arbitraging global liquidity rules...

Spotting the gaps and value traps

In China and the US, economic recovery takes a disappointing turn