Investing & Market Trading Insights in Australia

Search Results

No results found

Ensure all words are spelled correctly or try different keywords.

12561-12580 of 36467

Equities

March 02, 2021 09:49

Buying businesses, not stocks: The key to an all-star portfolio

Unlike those who champion the merits of a diversified portfolio, Claremont Global's head of international equities, Bob Desmond, has an entirely different philosophy. ...

WOW

Ally Selby

Livewire Markets

March 02, 2021 09:49

Equities

March 02, 2021 08:54

Blue chips' bullish earnings outlook

The February 2021 ASX reporting season was the first comprehensive assessment of the health of corporate Australia since the onset of the pandemic. Marcus Bogdan from...

Anthony Murphy

Lucerne Funds Pty Ltd

March 02, 2021 08:54

Macro

March 02, 2021 08:12

Hamish Douglass identifies 3 possible pathways for markets in 2021

The path forward for equity markets has transitioned from being in a state of "Nirvana" at the end of 2020. It has now become complex and dangerous according to...

MFG

James Marlay

Livewire Markets

March 02, 2021 08:12

Equities

March 02, 2021 07:30

Moving to their own beat: 2 great businesses at a discount

In his 1841 book, Extraordinary Popular Delusions and the Madness of Crowds, Scottish journalist Charles Mackay observed that “Whole communities suddenly fix their...

Christopher Dixon

Cooper Investors

March 02, 2021 07:30

Expert Insights

March 02, 2021 06:30

The sectors that will soar when inflation hits

Bitcoin is up. Housing prices are up. Hard commodities are up. And the central banks are on a printing spree. So, is this enough to get investors thinking about...

Livewire Exclusive

Livewire Markets

March 02, 2021 06:30

Fixed Income

• Sponsored

March 02, 2021 06:30

Superior returns without duration risk

The driver of a large amount of fixed-income performance over the last decade has been the secular decline in long-term interest rates. In Australia, the 10-year...

Livewire Exclusive

Livewire Markets

March 02, 2021 06:30

Macro

March 02, 2021 06:00

The 2021 inflation mirage

While rising inflation expectations were a minor feature in January, in February markets reflected higher inflation expectations and we expect this to continue in...

Damien Klassen

Nucleus Wealth

March 02, 2021 06:00

Equities

March 01, 2021 17:25

Bailout Capitalism - burning the future to bailout today's failures

The local market was jammed up on lower than usual turnover against the tide, as RBA accelerated QE buying to support the bond market bubble. Given every major Central...

Mathan Somasundaram

Deep Data Analytics

March 01, 2021 17:25

Macro

March 01, 2021 15:59

These factors are pushing the Aussie dollar higher

The Australian dollar fell sharply at the end of last week, but only after it reached 80 cents for the first time since February 2018. Global factors have been...

Sean Callow

Westpac Bank

March 01, 2021 15:59

Equities

March 01, 2021 15:57

The duds and darlings of reporting season

This time six months ago, when I was sitting at my desk writing a wrap-up of the August 2020 reporting season, I recall using the words "uncertain" and "unprecedented"...

+12

+10

Bella Kidman

Livewire Markets

March 01, 2021 15:57

Equities

March 01, 2021 14:40

Welcome to the energy revolution

2020 was unquestionably a defining year in history, characterised by disruption, adaptation (or lack thereof) and acceleration. It will also likely be pinpointed as...

Arian Neiron

VanEck

March 01, 2021 14:40

Funds

March 01, 2021 13:50

The impact and recovery of LMIs from the COVID-19 downturn

This month we take a look at the impact and recovery of listed managed investments (LICs and LITs) from the COVID-19 downturn in 2020. 2020 was certainly a...

+80

+78

Claire Aitchison

Independent Investment Research

March 01, 2021 13:50

Fixed Income

March 01, 2021 13:28

Is this the RBA's "whatever it takes" moment?

In February, Australia had the worst performing government bond market in the developed world. The Australian 10-year government bond posted a -7% total return, while...

Anthony Doyle

Firetrail Investments

March 01, 2021 13:28

Equities

March 01, 2021 12:55

The 5 key takeaways from Warren Buffett's annual shareholder letter

Each year, Warren's Buffett's investment company Berkshire Hathaway puts out a letter to shareholders. These letters, which have been published publicly since 1977,...

Mia Kwok

Livewire Markets

March 01, 2021 12:55

Equities

March 01, 2021 11:48

Why it might be time to take profits on supermarkets

Keeping one's pantry well-stocked (and getting in enough toilet paper to supply a regiment) was a key focus for most Australians during the height of COVID lockdowns...

Glenn Freeman

Livewire Markets

March 01, 2021 11:48

Equities

March 01, 2021 11:30

Winners, losers and the year for value

What’s become clear from this global pandemic is that the global economy has been reset. That presents an opportunity for value stocks to rebound, as they typically...

BRAD Potter

Tyndall AM

March 01, 2021 11:30

Fixed Income

March 01, 2021 10:00

The story of Average Jane

We’re feeling pretty queasy about 2021. Now to be fair, us fixed income managers are rarely the glass-half-full types. We spend our days focusing on the downside, the...

Pete Robinson

Challenger Investment Management

March 01, 2021 10:00

Macro

March 01, 2021 09:17

Inflation: Mirage or Oasis? | Webinar & Podcast

Discussing if record low interest rates, pandemic level monetary and fiscal stimulus along with surging asset prices translate into long term inflationary pressures. ...

Damien Klassen

Nucleus Wealth

March 01, 2021 09:17

Fixed Income

March 01, 2021 07:47

The rise and fall of LIBOR

The use of the London Interbank Offer Rate (LIBOR) as a reference rate for financial contracts has been a ‘lynch pin’ of the financial system for over a generation....

Clive Smith

March 01, 2021 07:47

Expert Insights

March 01, 2021 06:30

The 4 sectors best positioned to ride the recovery

At the conclusion of 2020, the market witnessed a rotation from growth stocks into value stocks. The reign of growth investing came to a standstill as value investors...

Livewire Exclusive

Livewire Markets

March 01, 2021 06:30

12561-12580 of 36467

Account

Company

Search Results

Filters

Content Type

Contributor

Stock

Sort

Buying businesses, not stocks: The key to an all-star portfolio

Blue chips' bullish earnings outlook

Hamish Douglass identifies 3 possible pathways for markets in 2021

Moving to their own beat: 2 great businesses at a discount

The sectors that will soar when inflation hits

Superior returns without duration risk

The 2021 inflation mirage

Bailout Capitalism - burning the future to bailout today's failures

These factors are pushing the Aussie dollar higher

The duds and darlings of reporting season

Welcome to the energy revolution

The impact and recovery of LMIs from the COVID-19 downturn

Is this the RBA's "whatever it takes" moment?

The 5 key takeaways from Warren Buffett's annual shareholder letter

Why it might be time to take profits on supermarkets

Winners, losers and the year for value

The story of Average Jane

Inflation: Mirage or Oasis? | Webinar & Podcast

The rise and fall of LIBOR

The 4 sectors best positioned to ride the recovery