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Equities

March 03, 2021 19:42

No rate rises for three years…tell 'em they're dreaming!

The local market defied the US's lead to have a strong positive day on the back of miners and banks. It was a global macro trade on the currency in a weaker than usual...

BHP

Mathan Somasundaram

Deep Data Analytics

March 03, 2021 19:42

Equities

March 03, 2021 14:33

Why 2021 is such a challenging year for investors

2021 has started in a more volatile fashion than 2020 did. It wasn’t actually until mid-March that 2020 saw volatility, although clearly, it was extremely volatile...

Stephen Bennie

Castle Point Funds

March 03, 2021 14:33

Investment Theme

March 03, 2021 14:31

What to expect as global activity recovers

Visibility to recovery helped value shares outperform by a wide margin. Better growth prospects for the next two years at a fraction of the price could be the impetus...

John Goetz

Pzena Investment Management

March 03, 2021 14:31

Macro

March 03, 2021 14:29

Do you really need to inflation-proof your portfolio now?

Here's a question: How do you adjust your portfolio to tackle inflation? And here's another: why would I ask such a thing, now of all times? Well, because inflation,...

Mia Kwok

Livewire Markets

March 03, 2021 14:29

Fixed Income

March 03, 2021 13:55

What’s driving interest rates higher?

Bonds experienced their fastest sell off since 2009, resulting in the largest one month rise in 10-year yields. Given the economic outlook is looking more positive...

Chris Rands

Yarra Capital Management

March 03, 2021 13:55

Equities

March 03, 2021 13:49

The tale of two beasts - China and emerging markets

MSCI China was the third best performing country index out of 28 MSCI classified emerging markets indexes over one year to 31 January 2021 (figure 1). Despite...

Russel Chesler

VanEck

March 03, 2021 13:49

Equities

March 03, 2021 13:31

An under-appreciated darling with significant upside

On 13 February 2021, Vivendi announced that it was considering distributing its 60% stake in Universal Music to Vivendi shareholders in the form of a special dividend...

Curtis Cifuentes

Avenir Capital

March 03, 2021 13:31

Fixed Income

March 03, 2021 12:34

Income investing: Get set for the biggest challenge of 2021

The end of JobKeeper on 28 March will leave Australian business owners with an $85 billion funding hole, as the tablecloth is yanked out from underneath them. But what...

APT

Glenn Freeman

Livewire Markets

March 03, 2021 12:34

Equities

March 03, 2021 11:30

Why values-based investing is about to get easier

A new regulation set to shake-up the fastest-growing portion of the global funds universe will come into effect in the next few months. In addition to helping stamp...

Iain Fulton

Yarra Capital Management

March 03, 2021 11:30

Property

March 03, 2021 10:24

The outlook for Australian property

Zero policy rates in Australia and offshore are likely to provide more impetus to rising asset prices, than rising consumer prices, in the year ahead. While we have...

Scott Haslem

LGT Crestone

March 03, 2021 10:24

Equities

March 03, 2021 10:22

The Danger Zone

The prevailing narrative in markets recently has been that rising interest rates would not be an issue for investors, given growth is accelerating and a pick-up in...

Chad Padowitz

Talaria Asset Management

March 03, 2021 10:22

Equities

March 03, 2021 10:02

Coppertunities: how to play the red metal as a serious shortage looms in the Biden era

While investor interest in ‘battery metals’ has focused on lithium and graphite, copper has been the quiet achiever in terms of its role in the renewable energy...

Tim Boreham

Independent Investment Research

March 03, 2021 10:02

Equities

March 03, 2021 09:49

Key Themes from the February Reporting Season

The February 2021 company reporting season that concluded on Friday and was one of the more interesting over the past decade, coming as it does after the doom and...

Hugh Dive

Atlas Funds Management

March 03, 2021 09:49

Education

March 03, 2021 09:42

The next growth phase for AREIT's

As structural and secular trends are disrupting the retail, office and industrial sectors, these trends are also supporting the emergence of alternative sectors. In...

Amy Pham

Pengana Capital Group

March 03, 2021 09:42

Investment Theme

March 03, 2021 08:00

Finding value in technology

Technology investments have seen extraordinary growth over the past decade fuelled by trends such as virtual connectivity and e-commerce. With many technology company...

TECH

kanish chugh

Global X ETFs

March 03, 2021 08:00

Asset Allocation

March 03, 2021 07:51

The bond vigilantes are back in town

You know you’ve been kicking around the markets too long when you start hearing echoes of echoes. Last week’s downward lurch in the bond market was certainly a...

Tom Stevenson

Fidelity International

March 03, 2021 07:51

Equities

March 02, 2021 19:03

When did capitalism become endless flexible QE?

The local market started strong positive before fading into a negative day as RBA waffles pitch for endless QE. The move in global markets on the first day of March...

Mathan Somasundaram

Deep Data Analytics

March 02, 2021 19:03

Macro

March 02, 2021 17:25

Why Magellan is holding a 50% defensive allocation

Hamish Douglass remains largely optimistic about the vaccine-led recovery for financial markets around the world, but he’s not betting the house on it. The Magellan...

MGF

Glenn Freeman

Livewire Markets

March 02, 2021 17:25

Equities

March 02, 2021 14:43

Stand out performers in a record reporting season

This was a remarkably strong reporting season. Remarkable in that operating conditions for most companies were still very challenging given the stop-start economic...

+40

+38

Michelle Lopez

abrdn

March 02, 2021 14:43

Macro

March 02, 2021 14:31

Is this the global macro landmine no one is talking about?

While all eyes are on the recent rise in yields, the debate has largely been centered around inflation expectations and how far the Fed will actually let inflation run...

Scott Williams

Fiftyone Capital

March 02, 2021 14:31

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No rate rises for three years…tell 'em they're dreaming!

Why 2021 is such a challenging year for investors

What to expect as global activity recovers

Do you really need to inflation-proof your portfolio now?

What’s driving interest rates higher?

The tale of two beasts - China and emerging markets

An under-appreciated darling with significant upside

Income investing: Get set for the biggest challenge of 2021

Why values-based investing is about to get easier

The outlook for Australian property

The Danger Zone

Coppertunities: how to play the red metal as a serious shortage looms in the Biden era

Key Themes from the February Reporting Season

The next growth phase for AREIT's

Finding value in technology

The bond vigilantes are back in town

When did capitalism become endless flexible QE?

Why Magellan is holding a 50% defensive allocation

Stand out performers in a record reporting season

Is this the global macro landmine no one is talking about?