Investing & Market Trading Insights in Australia

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Macro

May 06, 2021 10:13

Are we now at the top of the V-shaped recovery?

By now most investors are tiring of their inboxes being filled by sell-side economists and strategists talking about reflation, how much more optimistic they are...

Tim Toohey

Yarra Capital Management

May 06, 2021 10:13

Equities

May 06, 2021 10:06

A practical approach to corporate culture

In a world where intangible assets such as research and development, employee training and branding increasingly form the backbone of companies’ competitive...

Alvise Peggion, CFA

Fairlight Asset Management

May 06, 2021 10:06

Macro

May 06, 2021 09:28

Short and sharp: A little bit of patience

Much of the market’s interest in the Federal Reserve’s (Fed) review of its monetary policy has focused on its embrace of average inflation targeting. While the...

Seema Shah

Principal Asset Management

May 06, 2021 09:28

Equities

May 05, 2021 17:20

Inflation is the new economic pandemic and ignoring it won’t make it go away

The local market started aimless with confusing US lead before global investors buying helped the market to finish positive despite some late selling from local...

Mathan Somasundaram

Deep Data Analytics

May 05, 2021 17:20

Equities

May 05, 2021 16:16

Universal Store continues to grow sales

Universal Store (ASX: UNI) is a youth-focused retailer of trend-led and casual fashion, shoes, accessories, lifestyle and ‘gifting’. It only listed last November, but...

UNI

Stuart Jackson

May 05, 2021 16:16

Equities

May 05, 2021 13:17

From goldilocks to green shoots, a positive outlook for dividends

Earnings expectations have fully recovered the COVID-19 decline while dividend expectations have recovered only two thirds due to current conservative dividend payout...

Mal Whitten

Tyndall AM

May 05, 2021 13:17

Meet The Investor

May 05, 2021 13:00

Meet Andrew: He loves small caps, growth funds and cycling

A few weeks ago, an unexpected email hit my inbox. The note was from Andrew, a regular Livewire reader based in Victoria managing his investments. Andrew’s note...

James Marlay

Livewire Markets

May 05, 2021 13:00

Education

May 05, 2021 10:52

Middle child syndrome

The psychologists call it middle child syndrome. The firstborn gets the responsibilities and privileges. The youngest is the over-indulged baby. But what about the...

Tom Stevenson

Fidelity International

May 05, 2021 10:52

Equities

May 05, 2021 10:16

Who’s who in the burgeoning listed non-bank sector

More non-bank lenders are clamouring to list on the ASX, but is it a harbinger of a permanent new banking paradigm or a sign the bull market is nearing a peak? We’re...

Tim Boreham

Independent Investment Research

May 05, 2021 10:16

Fixed Income

May 05, 2021 09:51

Are we heading for a debt trap?

The government's policies have been focused on spending and have encouraged Australians to borrow more, driving strong credit growth. However, the more indebted...

Chris Rands

Yarra Capital Management

May 05, 2021 09:51

Equities

May 05, 2021 09:43

Dump the short-term churn for better long-term performance

The goal of equity fund investors should be to identify and stay with top-performing managers over the long term (at least five to 10 years). Data shows that virtually...

Andrew Mitchell

Ophir Asset Management

May 05, 2021 09:43

Equities

May 05, 2021 09:21

No Europe trip, but investors can still get their Euro fix

Australian income investors have experienced a remarkable turn-round in recent months when it comes to dividends. After a weak 2020, the first three months of 2021...

Dan Pennell

Plato Investment Management

May 05, 2021 09:21

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

A new league of portfolio managers have stepped onto the playing field, ready to take on incumbents with new strategies, refreshed focuses and an insatiable hunger for...

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

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Are we now at the top of the V-shaped recovery?

A practical approach to corporate culture

Short and sharp: A little bit of patience

Inflation is the new economic pandemic and ignoring it won’t make it go away

Universal Store continues to grow sales

From goldilocks to green shoots, a positive outlook for dividends

Meet Andrew: He loves small caps, growth funds and cycling

Middle child syndrome

Who’s who in the burgeoning listed non-bank sector

Are we heading for a debt trap?

Dump the short-term churn for better long-term performance

No Europe trip, but investors can still get their Euro fix

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