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Equities

April 19, 2021 15:48

Is Teck Resources copper pivot a gamechanger?

This predominantly met coal company has been diversifying into copper and is approaching an impactful inflection point where Copper will take over coal EBITDA Teck...

Scott Williams

Fiftyone Capital

April 19, 2021 15:48

Asset Allocation

April 19, 2021 15:02

Biden’s US$2.3 trillion infrastructure plan

Recently President Biden unveiled his US$2.3 trillion infrastructure plan. The plan aims to revitalise US transportation infrastructure, water systems,...

Russel Chesler

VanEck

April 19, 2021 15:02

Macro

April 19, 2021 12:34

Challenging times for the market’s speculative elements

We are now one full year on from the COVID-19 outbreak and the subsequent initial lockdowns that resulted in a collapse in global economic activity and stock markets....

Andrew Clifford

Platinum Asset Management

April 19, 2021 12:34

Investment Theme

April 19, 2021 12:01

Energy investments in a zero-carbon world

The energy sector is controversial. It faces a perfect storm due to the short-term demand shock caused by the COVID-19 pandemic and the longer-term risk from the...

John Goetz

Pzena Investment Management

April 19, 2021 12:01

Property

April 19, 2021 11:47

Commercial property lessons from the pandemic: One year in

Just over a year ago, on 23 March 2020, the S&P/ASX 200 hit a low of 4,402.50 The fall had been precipitous. From its 20 February 2020 peak of 7,197.20 the equities...

APN Real Estate Securities Group

APN Real Estate Securities

April 19, 2021 11:47

Equities

April 19, 2021 11:41

5 lessons from a decade of growth stock performance

I wrote last month that Forager has been selling some wonderful business over the past few months. That has been controversial for some of our clients. Never sell a...

Steve Johnson

Forager

April 19, 2021 11:41

Macro

April 19, 2021 08:09

Six reasons to not worry about inflation

It’s that time in the cycle again. US bond markets and commentors are worried about inflation. But with US unemployment at 6.2%, should this be a concern? ...

Chris Bedingfield

Quay Global Investors

April 19, 2021 08:09

Equities

April 19, 2021 06:30

What will the ASX 20 look like in 10 years?

If you invested $1000 in CSL on this day 20 years ago, it would now be worth $21,560. In 2001, CSL was a relatively small company and has grown over the last two...

Bella Kidman

Livewire Markets

April 19, 2021 06:30

Equities

April 19, 2021 06:30

How to nurture your portfolio with 2 long-term thematics

A strong rebound in cyclical earnings, a steepening yield curve, optimism around the reopening of economies and expansionary fiscal policy have supported cyclicals...

Richard Ivers

Prime Value

April 19, 2021 06:30

Investment Theme

April 19, 2021 06:30

How should we think about cryptocurrencies?

Cryptocurrencies are once again capturing investors’ attention. Bitcoin, the sector leader, is attracting significant institutional capital and increasingly being...

Scott Haslem

LGT Crestone

April 19, 2021 06:30

Equities

April 19, 2021 06:00

One Aussie company that's just doubled its appeal

Low interest rates, record-breaking consumer savings and a seemingly never-ending stimulus package have blended together to create the perfect conditions for a global...

JHX

Firetrail Investments

April 19, 2021 06:00

Buy Hold Sell

April 18, 2021 20:10

Buy Hold Sell: 6 quality compounders for your back pocket

It was Albert Einstein who reportedly described compound interest as "the eighth wonder of the world", dubbing the process the universe's most powerful force. Whether...

Buy Hold Sell

Livewire Markets

April 18, 2021 20:10

Fixed Income

April 17, 2021 15:29

Who’s to blame for the Greensill mess?

Since its insolvency just over a month ago, plenty of information has come to light that helps us understand what went wrong at Greensill. Whilst most of the media...

Jonathan Rochford

Narrow Road Capital

April 17, 2021 15:29

Macro

April 17, 2021 04:40

What the RBA's house price forecasts might look like...

In the AFR I write that while our contrarian macro forecasts have been widely documented, what is not as well understood is the many complex inputs into these...

Christopher Joye

Coolabah Capital

April 17, 2021 04:40

Equities

April 16, 2021 17:03

Bond market called the Central Bank bluff and forced US Fed into yield control

Local market delivered a flat day despite the strong numbers out of US and China on decent turnover. It is the week of the option expiry moves. Aussie market had its...

Mathan Somasundaram

Deep Data Analytics

April 16, 2021 17:03

Macro

April 16, 2021 15:59

Off the Charts! Zip smashes expectations, Alibaba thanks the CCP and a $100 million deli

G'day and welcome back to the latest instalment of Off the Charts! bringing you the biggest headlines of the week on all things investing. The theme of this week,...

ZIP

Livewire Exclusive

Livewire Markets

April 16, 2021 15:59

Fixed Income

April 16, 2021 15:25

Is this time different?

Bond markets are undergoing a readjustment. The first quarter of 2021 delivered a sharp rise in yields across developed bond markets in recognition of a much stronger...

Kellie Wood

Schroders

April 16, 2021 15:25

The Rules of Investing

April 16, 2021 14:39

Inside Morgan Stanley’s bullish bet on the recovery

In early 2020, Nathan Lim, head of wealth management research at Morgan Stanley Wealth Management, noticed a strange phenomena. Chinese New Year had just passed, but...

The Rules of Investing

Livewire Markets

April 16, 2021 14:39

Investment Theme

April 16, 2021 11:24

The new drivers of structural growth

Net Zero initiatives are gathering pace. While moves to decarbonise the world’s economy are reducing the need for some infrastructure assets, they are underpinning...

Peter Meany

First Sentier Investors

April 16, 2021 11:24

Equities

April 16, 2021 09:55

Will the cost-of-living inflation crash the asset price party?

Markets have bounced back strongly from COVID-induced lows which, combined with the significant deployment of cash into attractively priced shares, have produced...

Rhett Kessler

Pengana Capital Group

April 16, 2021 09:55

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Is Teck Resources copper pivot a gamechanger?

Biden’s US$2.3 trillion infrastructure plan

Challenging times for the market’s speculative elements

Energy investments in a zero-carbon world

Commercial property lessons from the pandemic: One year in

5 lessons from a decade of growth stock performance

Six reasons to not worry about inflation

What will the ASX 20 look like in 10 years?

How to nurture your portfolio with 2 long-term thematics

How should we think about cryptocurrencies?

One Aussie company that's just doubled its appeal

Buy Hold Sell: 6 quality compounders for your back pocket

Who’s to blame for the Greensill mess?

What the RBA's house price forecasts might look like...

Bond market called the Central Bank bluff and forced US Fed into yield control

Off the Charts! Zip smashes expectations, Alibaba thanks the CCP and a $100 million deli

Is this time different?

Inside Morgan Stanley’s bullish bet on the recovery

The new drivers of structural growth

Will the cost-of-living inflation crash the asset price party?