Investing & Market Trading Insights in Australia

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Investment Theme

July 27, 2021 09:15

How to catch the inflation upside with infrastructure

The world is currently experiencing a period of very strong global economic growth, with productive economies reopening and vaccine rollout. This has been a product of...

SYD

Sarah Shaw

4D Infrastructure

July 27, 2021 09:15

Macro

July 27, 2021 08:33

Where to get your Real Estate Income? Listed Property Trusts or Unlisted Property Trusts, questions answered

One of Australia’s best long-short equity managers, Tim Carleton from Auscap Asset Management put it very simply: “Rent – it’s an essential cost for most business and...

VCX

Shane Wakelin

Fawkner Property

July 27, 2021 08:33

Equities

July 27, 2021 08:30

Hype abated, but the cycle is yet to run its course

When it comes to market sentiment, a quarter can make a world of difference. Much hype surrounded value during the first quarter of 2021. Now, throughout the second...

Jacob Mitchell

Antipodes

July 27, 2021 08:30

Funds

• Sponsored

July 27, 2021 07:58

Pengana’s international ethical LIC just keeps getting better

PIA, Australia’s largest international ethical LIC, has announced an increase to its latest fully franked quarterly dividend. The Listed Investment Company has...

PIA

Pengana Capital Group

July 27, 2021 07:58

Equities

July 27, 2021 07:30

5 investment lessons from the pandemic era

For global investors, the past 16 months stand out for me as a period that is both intensely painful and incredibly instructive. On or about March 23, 2020, the...

Matt Reynolds

Capital Group

July 27, 2021 07:30

Education

July 27, 2021 07:00

Growth at an unreasonable price

James Anderson, the star stock-picker of Baillie Gifford’s Scottish Mortgage Investment Trust, announced in March that he will hand over the reins of the fund....

Chris Demasi

Montaka Global Investments

July 27, 2021 07:00

Equities

July 26, 2021 17:39

Inflation is transient and asset prices are normal in wonderland

Local market started positive on a choppy low turnover day before sliding back to flat at the close. We have started seventh week without a double-digit turnover day....

Mathan Somasundaram

Deep Data Analytics

July 26, 2021 17:39

Equities

July 26, 2021 13:35

NIKE – The Greek goddess of victory (and innovation!)

Nike (NYSE: NKE) is the global athletic market leader selling footwear (~60% of sales), apparel and equipment across all regions of the globe (~40% North America, ~25%...

Nikki Thomas

Alphinity Investment Management

July 26, 2021 13:35

Equities

July 26, 2021 13:25

Sell your winners slowly

A few weeks back at a presentation I was asked whether I thought Mainfreight was expensive. With the stock up over 200% since the lows of March 2020 and a forward...

Nick Guidera

Eley Griffiths Group

July 26, 2021 13:25

Equities

July 26, 2021 09:57

How to position your portfolio for the delta variant

Since late 2020, we’ve pivoted our portfolios to businesses likely to benefit from the economy’s reopening – and generated excellent returns. But the emergence of the...

Roger Montgomery

Montgomery Investment Management

July 26, 2021 09:57

Equities

July 26, 2021 09:46

Red hot IPO market

It’s been a red hot market for initial public offerings (IPOs) during the first half of 2021, with IPO activity being at its highest in the last 10 years. While a lot...

Alex Shevelev

Forager

July 26, 2021 09:46

Macro

July 26, 2021 09:41

"Green shoots" for pandemic-hit businesses despite the need for policy change

The Australian economy has weathered the COVID-19 storm spectacularly well. Households are spending, disposable incomes are up, a record 63% of the population is...

Michael Skinner

July 26, 2021 09:41

Commodities

July 26, 2021 09:29

Key commodities and our preferred exposures

In our most recent Asset Allocation Insights update (Quality Time June 9, 2021), we retained a positive stance on commodities but also expected more modest gains from...

Nathan Lim

Lonsec Holdings

July 26, 2021 09:29

Expert Insights

July 26, 2021 07:30

Taking a macro perspective on property

The year 2024 has been thrown around a lot lately. Why? It's the year the RBA has indicated that interest rates will begin to rise. Despite banks including CBA and...

QRI

Livewire Exclusive

Livewire Markets

July 26, 2021 07:30

Macro

July 26, 2021 06:30

9 fundies on the most important thing in their asset class for the year ahead

After 18-months that has seen retail investment soar to previously unimaginable highs, it's obvious that many are chasing the next big idea. We’ve all heard the terms...

+13

+11

Livewire Exclusive

Livewire Markets

July 26, 2021 06:30

Education

July 24, 2021 20:35

End lockdowns faster with basic economics

By now it is obvious that Australia’s chosen pathway to managing Covid and ending lockdowns requires a greater uptake of vaccinations. The odds of dying from the...

Jonathan Rochford

Narrow Road Capital

July 24, 2021 20:35

The Rules of Investing

July 24, 2021 06:35

Morgan: Investing is a sport, new opportunities to score will always resurface

Peter Morgan has one of the most intriguing stories in Australian funds management. Helping to grow FUM at Perpetual from $70 million to $12 billion, he is also one...

Angus Kennedy

Livewire Markets

July 24, 2021 06:35

Equities

July 23, 2021 18:47

Central Banks are repeating the same mistakes and expecting a different outcome

Local market was choppy all day and finished a slight positive day like US market. We have gone through a whole month without a double-digit turnover day and today was...

Mathan Somasundaram

Deep Data Analytics

July 23, 2021 18:47

The Rules of Investing

July 23, 2021 17:32

Peter Morgan: The best asset I've ever bought

Peter Morgan is one of the most accomplished investors in Australia. While he might not be a 'household name' these days, ask anyone who's been around the industry...

The Rules of Investing

Livewire Markets

July 23, 2021 17:32

Education

July 23, 2021 16:49

Off the Charts! Crown and Star part, Kelly Slater surfs the Crypto wave, and a bid to make Bezos stay in space

Welcome back to Off the Charts! bringing you everything you need to know from markets (and some things you don't). The world of crypto was as bonkers as ever this...

Livewire Exclusive

Livewire Markets

July 23, 2021 16:49

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How to catch the inflation upside with infrastructure

Where to get your Real Estate Income? Listed Property Trusts or Unlisted Property Trusts, questions answered

Hype abated, but the cycle is yet to run its course

Pengana’s international ethical LIC just keeps getting better

5 investment lessons from the pandemic era

Growth at an unreasonable price

Inflation is transient and asset prices are normal in wonderland

NIKE – The Greek goddess of victory (and innovation!)

Sell your winners slowly

How to position your portfolio for the delta variant

Red hot IPO market

"Green shoots" for pandemic-hit businesses despite the need for policy change

Key commodities and our preferred exposures

Taking a macro perspective on property

9 fundies on the most important thing in their asset class for the year ahead

End lockdowns faster with basic economics

Morgan: Investing is a sport, new opportunities to score will always resurface

Central Banks are repeating the same mistakes and expecting a different outcome

Peter Morgan: The best asset I've ever bought

Off the Charts! Crown and Star part, Kelly Slater surfs the Crypto wave, and a bid to make Bezos stay in space