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12101-12120 of 36486

Macro

May 05, 2021 08:28

What to watch over the remainder of 2021

Over the last decade or so, it seems geopolitical risk has become increasingly significant for investors – particularly with the 2016 Brexit vote and Donald Trump’s...

Shane Oliver

AMP

May 05, 2021 08:28

Equities

May 04, 2021 16:59

Markets betting on Central Bank fairy tales... May the 4th be with you!

The local market started positive and faded to flat, before global buying after lunch in the large caps drove the market into a positive low turnover day. We continue...

Mathan Somasundaram

Deep Data Analytics

May 04, 2021 16:59

Equities

May 04, 2021 12:33

People over PE: Strategies of Australia's up-and-coming managers

Over the next few weeks, we will be profiling: Michael Frazis, Frazis Capital Partners Emanuel Datt, Datt Capital Heath Behncke, Holon Global Investments Omkar...

Ally Selby

Livewire Markets

May 04, 2021 12:33

Fixed Income

May 04, 2021 11:27

Positioning for the looming bond supply shock

One significant event risk that we have been actively positioning for is a tsunami of senior bond issuance from Australia’s banks as they seek to gradually repay the...

Christopher Joye

Coolabah Capital

May 04, 2021 11:27

Equities

May 04, 2021 11:00

Is Megaport at an inflection point?

Network as a Service provider (NaaS), Megaport (ASX:MP1) is a company we follow with interest, and one that we have commented on in several previous articles. In late...

MP1

Tim Kelley

Montgomery Investment Management

May 04, 2021 11:00

Equities

May 04, 2021 09:50

US dividends may get a boost from Biden tax plan

US shares have rarely been high on an income investor's wishlist, with average dividend yields for the S&P 500 Index meaningfully trailing the ASX 200 Index and other...

Alastair MacLeod

Elston Asset Management

May 04, 2021 09:50

Equities

May 04, 2021 08:56

How to estimate intrinsic value

Back in February 2011 my estimation Woolworths' intrinsic value put it at $23.36. At the time the company traded for $26.42, a 13% premium. Six months later, the...

WOW

Roger Montgomery

Montgomery Investment Management

May 04, 2021 08:56

Funds

May 04, 2021 08:50

David Witkin - Special-Purpose Acquisition Companies

Beryl Capital is a strategy run by David Witkin that has typically invested in merger arbitrage opportunities. This strategy has delivered investors net returns over...

David Clark

Koda Capital

May 04, 2021 08:50

Funds

May 04, 2021 08:16

LIC dividend coverage

With reporting season well and truly behind us, we thought we’d take a look at the state of LIC balance sheets as it pertains to dividend coverage. The company...

Claire Aitchison

Independent Investment Research

May 04, 2021 08:16

Education

May 04, 2021 07:22

Why we invested in Avanti, the future of banking

Holon Global Investments recently announced that we had become a selected shareholder in the Avanti Financial Group, Inc (Avanti Bank) through their $US37 million...

Heath Behncke

Holon Global Investments

May 04, 2021 07:22

Fixed Income

May 04, 2021 07:10

A high level primer on Islamic finance and bonds

Islamic bonds are a relatively small market which has evolved to satisfy investor demand for fixed income-type securities which are still compliant with Islamic law...

Clive Smith

May 04, 2021 07:10

Expert Insights

May 04, 2021 06:30

6 adviser-approved managed funds for your portfolio

Trying to find the right managed fund can be tough, tiresome, if ultimately rewarding, work. After all, this land of only 25.4 million people boasts 897 Australian...

Livewire Exclusive

Livewire Markets

May 04, 2021 06:30

Equities

May 03, 2021 17:30

EU is the new Japan

The local market started positive before profit-taking delivered a flat low turnover day. We have started the seventh week in a row without a double-digit turnover...

Mathan Somasundaram

Deep Data Analytics

May 03, 2021 17:30

Equities

May 03, 2021 16:59

Where L1 sees opportunities ahead, after clawing its way back

L1 Capital is perhaps best-known for its listed investment company, which made headlines for all the wrong reasons when it launched almost exactly three years ago. ...

Glenn Freeman

Livewire Markets

May 03, 2021 16:59

Equities

May 03, 2021 16:48

Key takeaways from the Berkshire Hathaway AGM

This time last year, the Berkshire AGM transfixed investors even more than previous years, with markets in the grip of a major sell-down as the world realised the true...

Patrick Poke

A Rich Life

May 03, 2021 16:48

Equities

May 03, 2021 16:34

Westpac profits a signifier of strong performance ahead

The outlook for income investors looks remarkably bright, especially when you consider how things were looking just six months ago. Today, Westpac outperformed...

Peter Gardner

Plato Investment Management

May 03, 2021 16:34

Equities

May 03, 2021 14:27

Westpac comes full circle - what now?

I covered Westpac (WBC) a year ago almost to the day on this forum (click here to view) with the conclusion being: The case to buy banks into current weakness with a...

WBC

James Gerrish

Market Matters

May 03, 2021 14:27

Asset Allocation

May 03, 2021 14:25

This time it is different?

Recently I sat down with my colleague Andrew Baume to reflect on 2020 and what lessons can be drawn. As he says, with the dubious benefit of over 35 years in...

Mark Beardow

Darling Macro

May 03, 2021 14:25

Equities

May 03, 2021 11:43

7 unexpected outcomes from COVID-19

Twelve months ago, COVID-19 was wreaking havoc on people’s lives, financial markets and the economy. Significant uncertainty weighed on markets, with key questions...

Tim Carleton

Auscap Asset Management

May 03, 2021 11:43

Macro

May 03, 2021 11:11

Aussie budget moves into technical surplus, reshaping bond market expectations

In March the Commonwealth budget recorded a technical surplus, albeit it remained in clear deficit on a seasonally-adjusted basis. Along similar lines, the NSW budget...

Kieran Davies

Coolabah Capital

May 03, 2021 11:11

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What to watch over the remainder of 2021

Markets betting on Central Bank fairy tales... May the 4th be with you!

People over PE: Strategies of Australia's up-and-coming managers

Positioning for the looming bond supply shock

Is Megaport at an inflection point?

US dividends may get a boost from Biden tax plan

How to estimate intrinsic value

David Witkin - Special-Purpose Acquisition Companies

LIC dividend coverage

Why we invested in Avanti, the future of banking

A high level primer on Islamic finance and bonds

6 adviser-approved managed funds for your portfolio

EU is the new Japan

Where L1 sees opportunities ahead, after clawing its way back

Key takeaways from the Berkshire Hathaway AGM

Westpac profits a signifier of strong performance ahead

Westpac comes full circle - what now?

This time it is different?

7 unexpected outcomes from COVID-19

Aussie budget moves into technical surplus, reshaping bond market expectations