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Commodities

April 04, 2021 21:20

Commodity super-cycle hype: Copper edition

Predictions of a new commodity supercycle have ramped up in recent months. But I disagree. Many commodity prices are at super-cycle levels; the volumes are not. And...

Damien Klassen

Nucleus Wealth

April 04, 2021 21:20

Macro

April 03, 2021 08:09

RBA delivers stealthy QE increase

In the AFR I write that one of the most interesting developments in local financial markets this week has been ANZ breaking the drought of senior bank bond supply with...

Christopher Joye

Coolabah Capital

April 03, 2021 08:09

Asset Allocation

April 02, 2021 17:45

Positioning for success in post pandemic global stock markets | Video podcast

This week our attention turns to global stock markets post covid rebuild, as investment professionals the world over mull the opportunities and pitfalls of the...

Damien Klassen

Nucleus Wealth

April 02, 2021 17:45

Equities

April 01, 2021 17:25

Reflation has the central banks in a yield trap

The local market started positive on miners and tech, then faded back to mostly flat before a late pump in banks pushed the market to finish positive. It was another...

Mathan Somasundaram

Deep Data Analytics

April 01, 2021 17:25

Rapid Fire

April 01, 2021 16:15

Where will all the stimulus go?

Tailwinds for investors can take many forms, and they are worth seeking out. For example, falling bond yields have been an enduring tailwind for long-duration assets,...

APL

James Marlay

Livewire Markets

April 01, 2021 16:15

Investment Theme

April 01, 2021 15:48

Why big brands thrive in a digital age

A mass-market brand aims to sell to all the buyers of the category. In fact, the typical buyer of a brand is a light buyer. Take a certain globally known soft drinks...

Bruno Paulson

Morgan Stanley IM

April 01, 2021 15:48

Expert Insights

April 01, 2021 15:30

An emerging healthcare company with fantastic potential

Volatility is a given in equity markets, it is the price we pay to achieve higher returns over the long term. Finding ‘all-weather’ industries that survive the...

PVS

Livewire Exclusive

Livewire Markets

April 01, 2021 15:30

Asset Allocation

April 01, 2021 15:23

Positioning for downturns with Private Debt: The critical role of the attacking defender

The macro investor Diego Parrilla is well known for making the analogy between constructing a successful investment portfolio and building a successful soccer team....

Simon Petris, PhD

Revolution Asset Management

April 01, 2021 15:23

Macro

April 01, 2021 14:43

Data drop: uptick in job vacancies while retail takes a nap

It's the start of a new quarter and optimism abounds. Brisbane has been released from lockdown, vaccines are on their way (albeit slowly) and the latest data drop from...

Mia Kwok

Livewire Markets

April 01, 2021 14:43

Fixed Income

April 01, 2021 13:43

The one thing the central banks won’t say about QE

“Only when the tide goes out do you discover who has been swimming naked.”This oft-cited quote is generally attributed to Warren Buffett. The point is obvious; the...

Pete Robinson

Challenger Investment Management

April 01, 2021 13:43

Equities

April 01, 2021 12:07

The duration of value and growth

It is commonly assumed that growth stocks are bigger beneficiaries of falling interest rates than value stocks, an assumption driven by a belief that growth stocks are...

GMO Investment and Asset Management

GMO

April 01, 2021 12:07

Education

April 01, 2021 09:32

Investors beware: “News” impairs your mental and physical wellbeing

In my previous wire, I showed that overconsumption of news misinforms investors and wastes their time. But that’s not all: in this article, I cite evidence that...

Chris Leithner

Leithner & Company Ltd

April 01, 2021 09:32

Equities

April 01, 2021 08:51

Impact of pig iron on nickel outlook a bit of a porky

Centaurus Metals sell-off on so-called nickel breakthrough highlights renewed value in a sector set to clean up on green energy. Plus, DFS on FYI’s HPA points to...

Barry FitzGerald

Independent Journalist

April 01, 2021 08:51

Funds

April 01, 2021 08:28

The impact of COVID-19 on LIC/LIT dividends and distributions

Continuing with our analysis of the COVID effects on the LMI sector in our last edition, this month we look at the effects on dividends/distributions paid over the...

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Claire Aitchison

Independent Investment Research

April 01, 2021 08:28

Fixed Income

April 01, 2021 07:10

House prices and New Zealand monetary policy: the debate so far

As central banks around the world have cut interest rates to historically low levels, the potential impact on asset prices has become a major topic of discussion....

Clive Smith

April 01, 2021 07:10

Funds

April 01, 2021 06:30

Robust engagement and sustainable high-quality returns

Morgan Stanley Investment Management (MSIM) is adamant that understanding ESG risks and opportunities is required for successful long-term compounding. There is a...

Livewire Exclusive

Livewire Markets

April 01, 2021 06:30

Buy Hold Sell

April 01, 2021 06:30

Buy Hold Sell: 5 stocks with cyclical tailwinds

Value investors are hailing the beginning of a new era, with many throwing their hard-earned cash at cyclical stocks, such as industrials and retailers, as pandemic...

Buy Hold Sell

Livewire Markets

April 01, 2021 06:30

Macro

April 01, 2021 06:30

Off The Charts: 3 splits, 5 hits and a $20bn wipeout - a week in the world of investing

We're back! Off The Charts is here again to wrap up everything you need to know (and some things you don't) from the week. This week, as an Easter long weekend treat,...

Livewire Exclusive

Livewire Markets

April 01, 2021 06:30

Equities

March 31, 2021 17:27

Where Platinum sees value as speculator smackdown looms

Comfort: truly great investments carry a seed of discomfort Crowd: we look in areas that sit outside the spotlight Perception of value: stock mispricing is...

CSL

Glenn Freeman

Livewire Markets

March 31, 2021 17:27

Equities

March 31, 2021 17:10

'Tax and spend' plan ahead, but don’t talk about inflation

The local market started positive and ran up on the end of quarter pump in the local market, but late profit-taking cycle reduced the performance by half. It was...

Mathan Somasundaram

Deep Data Analytics

March 31, 2021 17:10

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Commodity super-cycle hype: Copper edition

RBA delivers stealthy QE increase

Positioning for success in post pandemic global stock markets | Video podcast

Reflation has the central banks in a yield trap

Where will all the stimulus go?

Why big brands thrive in a digital age

An emerging healthcare company with fantastic potential

Positioning for downturns with Private Debt: The critical role of the attacking defender

Data drop: uptick in job vacancies while retail takes a nap

The one thing the central banks won’t say about QE

The duration of value and growth

Investors beware: “News” impairs your mental and physical wellbeing

Impact of pig iron on nickel outlook a bit of a porky

The impact of COVID-19 on LIC/LIT dividends and distributions

House prices and New Zealand monetary policy: the debate so far

Robust engagement and sustainable high-quality returns

Buy Hold Sell: 5 stocks with cyclical tailwinds

Off The Charts: 3 splits, 5 hits and a $20bn wipeout - a week in the world of investing

Where Platinum sees value as speculator smackdown looms

'Tax and spend' plan ahead, but don’t talk about inflation