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Reporting Season

August 19, 2021 14:52

Treasury Wine has got its Mojo back, I’ll drink to that

We are all familiar with Treasury Wine products. Maybe some more than others in this locked-down world. I know my own alcohol consumption went into overdrive during...

TWE

Henry Jennings

Marcus Today

August 19, 2021 14:52

Equities

August 19, 2021 13:42

Is BHP still the “go-to” in Australian Resources?

BHP has endured a tough time after reporting both earnings and a company restructure this week, firstly let’s look at a quick summary of the news, there was plenty of...

James Gerrish

Market Matters

August 19, 2021 13:42

Funds

August 19, 2021 13:36

Risk Return Metrics ETF Monthly Report - August 2021

The Australian ETF sector has recorded exponential growth over the last 18-months and, by some estimates, is on track to reach $140bn by 2021 year-end. More recently,...

Rodney Lay

Risk Return Metrics

August 19, 2021 13:36

Macro

August 19, 2021 11:12

A pain in the bottleneck for supply chains

There are tentative signs that substantial supply chain bottlenecks in the US are starting to ease. But delivery times remain elevated, and we see inflationary...

Anthony Doyle

Firetrail Investments

August 19, 2021 11:12

Macro

August 19, 2021 08:47

Unravelling the Aussie bank liquidity mystery

A scarcity of Australian government debt meant that the RBA and APRA had to be creative when implementing the post-GFC global banking reforms, known as Basel 3. The...

Matthew Johnson

Coolabah Capital

August 19, 2021 08:47

Macro

August 19, 2021 08:31

Economists again calling on RBA to adjust QE taper in light of recession

Interesting thoughts here from UBS on the RBA's QE program (see below), which reflects the emerging consensus, although I would personally like to secure some more...

Christopher Joye

Coolabah Capital

August 19, 2021 08:31

Reporting Season

August 19, 2021 08:14

Woodside returns to profit

All but drowned out by the mammoth merger news with BHP, Woodside Energy (WPL) announced a solid return to profit for the 1H21. Revenue was in-line with consensus at...

WPL

Hendrik Bothma

Katana Asset Management

August 19, 2021 08:14

Macro

August 19, 2021 06:30

Four signals from the Fed you don't want to miss

COVID-19 has changed the world and the repercussions will be felt in the bond market for several years. But the message from markets is murky, at best. We're at the...

Mia Kwok

Livewire Markets

August 19, 2021 06:30

Reporting Season

August 19, 2021 06:30

Record dividend for CSL, but subdued growth on the horizon

Australia's favourite long-term growth story and biotech darling CSL (ASX:CSL) has reported its full-year results, with net profit after tax up 10% to approximately...

CSL

Ally Selby

Livewire Markets

August 19, 2021 06:30

Equities

August 18, 2021 18:20

AUDUSD may be the canary in the Equity bubble

Local market started positive and faded into a slight negative close with BHP pulling the index lower. Global growth worries and local recession worries continue to...

Mathan Somasundaram

Deep Data Analytics

August 18, 2021 18:20

Investment Theme

August 18, 2021 13:45

Finding Value in ESG

Using carbon pricing as a research input is an illustration of our integrated approach to evaluating ESG considerations in our normal investment due diligence process....

John Goetz

Pzena Investment Management

August 18, 2021 13:45

Investment Theme

August 18, 2021 13:42

Be long what China is short. Be short what China is long

The Chinese market presents an enigma for businesses: On one hand, the sheer size of the population is an enticing prospect as it gradually grows wealthier. On the...

Angus Kennedy

Livewire Markets

August 18, 2021 13:42

Commodities

August 18, 2021 13:25

Lost decades and half-centuries: gold turns 50!

I have directed Secretary Connally to suspend temporarily the convertibility of the dollar into gold or other reserve assets, except in amounts and conditions...

PMGOLD

Jordan Eliseo

ABC Bullion

August 18, 2021 13:25

Equities

August 18, 2021 11:30

Two stocks to watch in the decarbonisation space

In this interview with Gary Rollo, Portfolio Manager of the Montgomery Small Companies Fund we focus on the bull market associated with the decarbonisation thematic,...

David Buckland

Montgomery Investment Management

August 18, 2021 11:30

Equities

August 18, 2021 09:58

Why we see further upside for ResMed

In June this year, Philips was forced to recall 14 sleep and respiratory care devices due to safety concerns. While this has been a setback for the Dutch company, it’s...

RMD

Roger Montgomery

Montgomery Investment Management

August 18, 2021 09:58

Funds

August 18, 2021 09:20

Poised to deliver. Two emerging themes investors can’t ignore

Plus, the short-term impact of stylistic factors in an already attractive sector. Over the last few years, larger, "growthier", US-based businesses have outperformed...

Pengana Capital Group

August 18, 2021 09:20

Equities

August 18, 2021 08:41

How to find the winners in the mining services sector

At a time of bumper dividend payouts from the likes of Rio Tinto (ASX: RIO) and BHP (ASX: BHP), most investors seeking a resources exposure would be happy to invest...

+13

+11

Tim Boreham

Independent Investment Research

August 18, 2021 08:41

Education

August 18, 2021 07:00

3 biotech investing lessons from a VC veteran

Like all good venture capitalists, I started my career in the trenches working on the front line of my target industry, as a molecular biologist at LaTrobe University....

Matt McNamara

Horizon 3 Biotech

August 18, 2021 07:00

Reporting Season

August 18, 2021 06:52

The duopoly player in Australia's most attractive domain

Understanding a company's economic moat is a core part of investing. While pure monopolies are hard to come by, there is a compelling duopoly in one of Australia's...

Jun Bei Liu

Ten Cap

August 18, 2021 06:52

Equities

August 17, 2021 18:32

Tapering growth to raise stagflation risk

The local market started negative and kept on sliding into the close for the second day in a row. Global growth worries and local recession worries continue to rise on...

Mathan Somasundaram

Deep Data Analytics

August 17, 2021 18:32

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Treasury Wine has got its Mojo back, I’ll drink to that

Is BHP still the “go-to” in Australian Resources?

Risk Return Metrics ETF Monthly Report - August 2021

A pain in the bottleneck for supply chains

Unravelling the Aussie bank liquidity mystery

Economists again calling on RBA to adjust QE taper in light of recession

Woodside returns to profit

Four signals from the Fed you don't want to miss

Record dividend for CSL, but subdued growth on the horizon

AUDUSD may be the canary in the Equity bubble

Finding Value in ESG

Be long what China is short. Be short what China is long

Lost decades and half-centuries: gold turns 50!

Two stocks to watch in the decarbonisation space

Why we see further upside for ResMed

Poised to deliver. Two emerging themes investors can’t ignore

How to find the winners in the mining services sector

3 biotech investing lessons from a VC veteran

The duopoly player in Australia's most attractive domain

Tapering growth to raise stagflation risk