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1161-1180 of 1961

Equities

December 31, 2020 14:45

Expect markets to wobble in January as reality bites

Expect month/quarter/year end macro asset allocation trades to start taking over global markets next week as US tax time frame clicks over. US markets have a...

Mathan Somasundaram

Deep Data Analytics

December 31, 2020 14:45

Equities

December 30, 2020 16:50

Christmas hangover or bad pandemic management...may be both!

Expect month/quarter/year end macro asset allocation trades to start taking over global markets. US markets have a senate runoff election early next week that...

Mathan Somasundaram

Deep Data Analytics

December 30, 2020 16:50

Outlook Series

December 30, 2020 06:30

Ouch! 10 awful calls from 2020

There are some trades that so fill us with joy we become like a proud parent championing their children's sporting achievements, talking the ear off family...

Buy Hold Sell

Livewire Markets

December 30, 2020 06:30

Equities

December 29, 2020 16:42

Central bank fairy tales are unwinding into "Happily N'Ever After"

Expect month/quarter/year end macro asset allocation trades to start taking over global markets. Despite equity fund managers would like the markets to remain...

Mathan Somasundaram

Deep Data Analytics

December 29, 2020 16:42

Rapid Fire

December 23, 2020 11:04

Padley: Prepare for a 'quiet bull market'

Someone who day trades sees someone who trades over a week or a month as an investor. Someone who buys and holds sees anyone who ever sells anything...

Patrick Poke

A Rich Life

December 23, 2020 11:04

Equities

December 17, 2020 06:15

Four small-caps offering value and growth

MNF is attractively valued on a PE of 20-times and a yield of 2.8%, has a net cash balance sheet and trades at a material discount to global peers.

Glenn Freeman

Livewire Markets

December 17, 2020 06:15

Equities

December 11, 2020 17:09

Reflation is back like a drunk relative you can't ignore

Equity markets are taking the positive trade on both sides of the reflation trade while ignoring the negative trades. Growth to value trade is picking up...

Mathan Somasundaram

Deep Data Analytics

December 11, 2020 17:09

Investment Theme

December 11, 2020 10:29

Why we think healthcare will continue to run

The return of M&A Even as these scientific advances are being made, the sector trades at a substantial discount to the broad market.

Andy Acker

Janus Henderson

December 11, 2020 10:29

Education

November 26, 2020 10:41

2021 is all about stock selection

2020 has been all about beta and understanding how the market trades in and around a pandemic induced recession. For AREITs there were obvious winners and...

Amy Pham

Pengana Capital Group

November 26, 2020 10:41

Equities

November 25, 2020 09:05

Can these fallen soufflés rise twice?

Assuming divs resume for the current half, the stock trades on a handy yield of just under 5 per cent. Tim Boreham edits The New Criterion Not already a...

Tim Boreham

Independent Investment Research

November 25, 2020 09:05

Funds

November 24, 2020 18:46

Volatility: Only a risk for the unprepared

“Risk-adjusted returns”. That’s one of the more common phrases you will see on fund manager websites. It is, after all, what we are all trying to do: maximise returns...

Steve Johnson

Forager

November 24, 2020 18:46

Equities

November 24, 2020 10:52

Earnings rebound driving recovery in this unloved sector

In our opinion, the market is ignoring the sector in favour of re-open trades, tech stocks and the miners themselves.

Matt Griffin

Maple-Brown Abbott

November 24, 2020 10:52

Equities

November 24, 2020 07:30

GMG: the future of warehousing

Conclusion GMG has all the ingredients we look for in a portfolio holding - strong defensive and growth attributes, healthy balance sheet and earnings visibility, and...

GMG

Julia Weng

Paradice Investment Management

November 24, 2020 07:30

Equities

November 20, 2020 16:57

US politics delivers MAWA (Make America Weak Again)

Value and reflation trades are in play. European markets were down on lockdown and US is going there. Energy and Tech were the better sectors in an undecided...

Mathan Somasundaram

Deep Data Analytics

November 20, 2020 16:57

Equities

November 20, 2020 13:25

Why going small will win big in 2021

A lot of those trades have played out and we have reduced our weightings to those sectors.

Livewire Exclusive

Livewire Markets

November 20, 2020 13:25

Equities

November 20, 2020 13:08

An underappreciated company thinking 'inside the box'

Today, as I said earlier, the company actually only trades on 16 and a half times EBITDA, or less than 30 times earnings. And if you compare that to the trade...

Nick Griffin

Munro Partners

November 20, 2020 13:08

Equities

November 18, 2020 15:56

Not all banks are haunted by the ghosts of crises past

Figure 5 - Valuations of largest 10 retail banks in US Source: Factset Despite holding excess capital, Capital One trades at 0.9x tangible book...

Vinayak Muralidharan

Antipodes

November 18, 2020 15:56

Macro

November 17, 2020 07:00

5 reasons value stocks could be set to run

The COVID-19 pandemic has further ingrained the idea that disruptive businesses represent the economy of both the future and of today. It has also helped embed the...

Jason Williams

Lazard Asset Management

November 17, 2020 07:00

Equities

November 16, 2020 16:50

Ignoring risk has never been a good strategy!

Most of the news flow driven trades and global investors pushed the market high on the open and then market lockdown and that’s all the action for the day. We...

Mathan Somasundaram

Deep Data Analytics

November 16, 2020 16:50

Equities

November 16, 2020 14:29

Consequences of the vaccine

And as night follows day, those trades are reversed or the funds wound up soon after. It's just a terrible trade: you have to pay to hold it, it loses money...

Michael Frazis

Frazis Capital

November 16, 2020 14:29

1161-1180 of 1961

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Expect markets to wobble in January as reality bites

Christmas hangover or bad pandemic management...may be both!

Ouch! 10 awful calls from 2020

Central bank fairy tales are unwinding into "Happily N'Ever After"

Padley: Prepare for a 'quiet bull market'

Four small-caps offering value and growth

Reflation is back like a drunk relative you can't ignore

Why we think healthcare will continue to run

2021 is all about stock selection

Can these fallen soufflés rise twice?

Volatility: Only a risk for the unprepared

Earnings rebound driving recovery in this unloved sector

GMG: the future of warehousing

US politics delivers MAWA (Make America Weak Again)

Why going small will win big in 2021

An underappreciated company thinking 'inside the box'

Not all banks are haunted by the ghosts of crises past

5 reasons value stocks could be set to run

Ignoring risk has never been a good strategy!

Consequences of the vaccine