Investing & Market Trading Insights in Australia

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Equities

June 16, 2021 15:35

Going against consensus, time to take profit from Value winners

Strong GDP growth this year is already priced into Australian share prices. For 2022, our expectation is that local and global growth will likely begin to fade as...

Randal Jenneke

T. Rowe Price

June 16, 2021 15:35

Equities

June 16, 2021 13:47

Small and mid-caps leveraged to the Australian economic rebound

When considering how well Australia has managed its response to the coronavirus pandemic relative to other countries, Oscar Oberg and Tobias Yao find it difficult to...

+17

+15

Wilson Asset Management

June 16, 2021 13:47

Equities

June 16, 2021 12:50

Micro-cap investment quality: Toadfish, seals and anchors

I love fishing in my tinny around Sydney and Melbourne (salt) waters. The key is to find the good spots and fish with the right gear (right time and right tide et al)....

Stephen Scott

Annapurna Microcap Fund

June 16, 2021 12:50

Equities

June 16, 2021 12:47

Green shoots for 120 year old US drug retailer?

Walgreens Boots Alliance (WBA) has underperformed the S&P500 for 6-years due to an old business model that failed to transform digitally, threat of new entrants...

Scott Williams

Fiftyone Capital

June 16, 2021 12:47

Equities

June 16, 2021 12:36

Direct From the Desk: A deep dive into Zip Co

In the fifth episode of 'Direct from the Desk', analyst Jono Higgins and I take a deep dive into Buy Now Pay Later juggernaut Zip Co (Z1P). If you had bought Zip, the...

James Gerrish

Market Matters

June 16, 2021 12:36

Funds

June 16, 2021 12:01

LIC benefits missed in a world chasing popularity

Many LICs and LITs have been the quiet achievers over the last 12-18 months. Out of favour in early 2020 among the debate over stamping fees and following some...

+12

+10

Dominic McCormick

Investment Consultant

June 16, 2021 12:01

Fixed Income

June 16, 2021 11:59

Save the barbells for the gym

For Australian investors, the barbell strategy aims to balance high risk assets (usually equities) with very low risk assets (typically cash or term deposits). At the...

Robert Mead

PIMCO

June 16, 2021 11:59

Funds

June 16, 2021 10:30

Future property plays from an industry insider

There are two key issues that are likely to shape real estate investors' returns over the coming decade: the future of the office and climate change. That's according...

Livewire Exclusive

Livewire Markets

June 16, 2021 10:30

Equities

June 16, 2021 09:40

Three ASX small cap plodders now heading for the finish line

Almost every small-cap investor knows the pain of investing in the next big thing, only to find their stock remains resolutely that: a small-cap. Or even worse, the...

Tim Boreham

Independent Investment Research

June 16, 2021 09:40

Buy Hold Sell

June 16, 2021 09:37

Finding winners in the mighty mid-caps

They say from little things, big things grow. And that is certainly true for Australian companies. But on every company's way to the top, they have to pass through a...

Buy Hold Sell

Livewire Markets

June 16, 2021 09:37

Equities

June 16, 2021 09:00

Spot the difference. Does ESG matter in ETFs?

A theme that has been bounced around for the better part of two decades is getting its day in the sun. This year's Inside ETFs Australia conference, hosted at the ASX...

Mia Kwok

Livewire Markets

June 16, 2021 09:00

Equities

June 16, 2021 08:00

How to identify dependable companies offering scale and diversification

Key takeaways Scale and diversification – common attributes of high-quality companies – have played a role in the superior earnings of the team’s portfolios. Whether...

Bruno Paulson

Morgan Stanley IM

June 16, 2021 08:00

Investment Theme

June 16, 2021 07:30

7 trends these fundies believe will shape the next decade

While the battle against COVID-19 isn’t yet won, the emergence of vaccines has provided a faint light of hope at the end of the tunnel. And with the world’s biggest...

Livewire Exclusive

Livewire Markets

June 16, 2021 07:30

Macro

June 16, 2021 07:03

US Corporate Capex Comeback

Corporate capex growth crashed in 2020 for understandable reasons.Commodity capex in particular contracted at a record pace and now its weighting of total S&P500 capex...

Callum Thomas

Topdown Charts

June 16, 2021 07:03

Expert Insights

June 16, 2021 06:30

Is a market crash coming?

Anyone who's been around markets for a while will have heard the adage that "it's not timing the market, but time in the market, implying that market timing is...

Livewire Exclusive

Livewire Markets

June 16, 2021 06:30

Equities

June 15, 2021 17:59

Expecting the Fed to be late to the cycle

The local market had another positive day where size did matter. Large Caps were up over 1%, mid-caps gained more than 0.4% while small caps were down 0.1% and micro...

Mathan Somasundaram

Deep Data Analytics

June 15, 2021 17:59

Equities

June 15, 2021 17:08

Ageing narratives struggle to find a marginal buyer?

In the context of stock markets, Reflexivity is the principle that a higher price for a given stock can improve its fundamentals, and then drive its price higher...

Sinclair Currie

NovaPort Capital

June 15, 2021 17:08

Funds

June 15, 2021 16:24

Why Citi believes we are nearing the end of the cycle

Equity markets are nearing the end of the cycle, according to Citigroup USA's managing director and global head of exchange-traded funds (ETF) research, Scott...

Ally Selby

Livewire Markets

June 15, 2021 16:24

Fixed Income

June 15, 2021 14:30

The patient investor: Jay Sivapalan

Two years ago, when Livewire Markets asked Jay Sivapalan from Janus Henderson for his predictions for 2020 and beyond, his response was shocking but now appears...

Mia Kwok

Livewire Markets

June 15, 2021 14:30

Equities

June 15, 2021 14:01

Positioning for inflection points in Australian large-caps

As Australian shares race to fresh record highs, our large-cap duo Matthew Haupt and John Ayoub believe that investors are nearing a pivotal moment of time that will...

Wilson Asset Management

June 15, 2021 14:01

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Going against consensus, time to take profit from Value winners

Small and mid-caps leveraged to the Australian economic rebound

Micro-cap investment quality: Toadfish, seals and anchors

Green shoots for 120 year old US drug retailer?

Direct From the Desk: A deep dive into Zip Co

LIC benefits missed in a world chasing popularity

Save the barbells for the gym

Future property plays from an industry insider

Three ASX small cap plodders now heading for the finish line

Finding winners in the mighty mid-caps

Spot the difference. Does ESG matter in ETFs?

How to identify dependable companies offering scale and diversification

7 trends these fundies believe will shape the next decade

US Corporate Capex Comeback

Is a market crash coming?

Expecting the Fed to be late to the cycle

Ageing narratives struggle to find a marginal buyer?

Why Citi believes we are nearing the end of the cycle

The patient investor: Jay Sivapalan

Positioning for inflection points in Australian large-caps