Investing & Market Trading Insights in Australia

Search Results

No results found

Ensure all words are spelled correctly or try different keywords.

11361-11380 of 36372

Asset Allocation

July 19, 2021 11:35

The asset classes with room to run (and those to avoid)

Much has been said about the impressive returns most investors have enjoyed over the 2020/21 financial year. A year ago, few would have even countenanced the...

Simon Doyle

Schroders

July 19, 2021 11:35

Investment Theme

July 19, 2021 10:47

Where to invest in the battery metals boom

With the global electric vehicle (EV) market forecast to grow 10-fold by 2025 and 50-fold by 2030, and rising demand for energy storage, there’s never been a better...

Roger Montgomery

Montgomery Investment Management

July 19, 2021 10:47

Equities

July 19, 2021 10:16

Observations and signals from M&A season

Despite the slow pace of vaccine roll-out in Australia, much of the Western world is beginning to look forward to a ‘post-COVID normal’ with herd immunity appearing...

Christopher Dixon

Cooper Investors

July 19, 2021 10:16

Investment Theme

July 19, 2021 08:13

How far are we in this value rotation?

Global multi‑asset portfolios at T. Rowe Price start from a diversified position between the value and growth investment styles. We deviate from the neutral position...

T. Rowe Price

July 19, 2021 08:13

Education

July 19, 2021 06:30

How private loan transactions are negotiated to deliver investment returns

Investors may not realise that under the hood of a private debt fund are many individually negotiated loans that ensure unitholders receive a certain monthly income...

Livewire Exclusive

Livewire Markets

July 19, 2021 06:30

Rapid Fire

July 17, 2021 07:00

Platinum’s three predictions for the coming decade

Having landed his very first job in investment at the then Bankers Trust under the wing of legendary investor Kerr Neilson, Andrew Clifford was always destined for a...

Ally Selby

Livewire Markets

July 17, 2021 07:00

Investment Theme

July 16, 2021 21:12

The 'skin in the game' portfolio

Founders have changed the world and will continue as long as capitalism exists. Our system motivates bright individuals to pursue dreams and build companies that...

Lawrence Lam

Lumenary Investment Management

July 16, 2021 21:12

Equities

July 16, 2021 17:48

Greed makes the world go round

The local market started negative and ground its way back to flat territory before the pump at the close delivered a slightly positive day. The market has been...

Mathan Somasundaram

Deep Data Analytics

July 16, 2021 17:48

Equities

July 16, 2021 16:16

Opportunities in the great reweighting

Despite a worldwide rotation into value and cyclically-exposed companies, the rotation in Australia has been modest, and weighted to the performance of just seven...

Simon Mawhinney

Allan Gray

July 16, 2021 16:16

Equities

July 16, 2021 15:12

One of the most compelling opportunities on the ASX today

Lendlease (ASX: LLC) is one of the most compelling opportunities on the ASX today. While all the attention has been on the company's (now sold) engineering business,...

LLC

Blake Henricks

Firetrail Investments

July 16, 2021 15:12

Equities

July 16, 2021 14:30

ARB: A long term growth story

“Finding the really outstanding companies and staying with them through all the fluctuations of a gyrating market proved far more profitable to far more people than...

Eric Nguyen

Celeste Funds Management

July 16, 2021 14:30

Education

July 16, 2021 14:00

Off The Charts! $384m Aussie mining SPAC, Boral's big booster and AusSuper's farewell

Another bumpy ride this week. The positive economic recovery data was overshadowed by the latest Melbourne lockdown, the extension of Sydney's and increasing concerns...

Livewire Exclusive

Livewire Markets

July 16, 2021 14:00

Macro

July 16, 2021 13:22

What can we learn from the investing themes of FY21?

July is a natural time for us to review the financial year just past – both in terms of The Montgomery Fund as well as the investment journey of the broader market....

Joseph Kim

July 16, 2021 13:22

Fixed Income

July 16, 2021 13:07

Why are bond yields so low?

Capital markets do not always behave as expected, as evidenced by the decline in core government bond yields in recent weeks, and the flattening yield curves that have...

Kerry Craig

J.P. Morgan Asset Management

July 16, 2021 13:07

Property

July 16, 2021 10:55

4 factors influencing the future of the real estate sector

The last three months have seen a dramatic rally in the AREIT sector as Australian 10-year bond yields came down from highs of 1.9% in late February to 1.5% currently,...

Amy Pham

Pengana Capital Group

July 16, 2021 10:55

Equities

July 16, 2021 09:51

Mincor feeds growing investor hunger for ‘green’ nickel

And speaking of hunger, is St Barbara about to consume Kin and kick-start a regional consolidation? The nickel price has rallied hard since the setback earlier in the...

Barry FitzGerald

Independent Journalist

July 16, 2021 09:51

Macro

July 16, 2021 07:30

"The Wealth Tax" or why inflation matters

I’m borrowing from Financial Times columnist Merryn Somerset Webb’s expression that inflation is a wealth tax because it so elegantly puts into relief what the current...

Chad Padowitz

Talaria Asset Management

July 16, 2021 07:30

Buy Hold Sell

July 16, 2021 06:30

Buy Hold Sell: 4 winning small caps and the worst of FY21

Where else in the world can you find innovative treatments, lithium, candles and jewellery all in the same category? In the small-cap arena of course! In the final...

Buy Hold Sell

Livewire Markets

July 16, 2021 06:30

Equities

July 15, 2021 17:43

Adopting a private investment mindset to listed markets

Why do we remember some things as clearly as the day they happened decades later, yet in other circumstances cannot remember what we did last Tuesday? The answer is...

Tim Carleton

Auscap Asset Management

July 15, 2021 17:43

Equities

July 15, 2021 17:37

The bond rally drags gold higher as equities drown in stimulus

The local market started positive and then faded through the day, with slowing China data and Melbourne lockdown adding to the negative sentiment. Mid-caps were the...

Mathan Somasundaram

Deep Data Analytics

July 15, 2021 17:37

11361-11380 of 36372

Account

Company

Search Results

Filters

Content Type

Contributor

Stock

Sort

The asset classes with room to run (and those to avoid)

Where to invest in the battery metals boom

Observations and signals from M&A season

How far are we in this value rotation?

How private loan transactions are negotiated to deliver investment returns

Platinum’s three predictions for the coming decade

The 'skin in the game' portfolio

Greed makes the world go round

Opportunities in the great reweighting

One of the most compelling opportunities on the ASX today

ARB: A long term growth story

Off The Charts! $384m Aussie mining SPAC, Boral's big booster and AusSuper's farewell

What can we learn from the investing themes of FY21?

Why are bond yields so low?

4 factors influencing the future of the real estate sector

Mincor feeds growing investor hunger for ‘green’ nickel

"The Wealth Tax" or why inflation matters

Buy Hold Sell: 4 winning small caps and the worst of FY21

Adopting a private investment mindset to listed markets

The bond rally drags gold higher as equities drown in stimulus