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Macro

July 01, 2020 11:32

Inconceivable investor behaviours in a strange market

Over the past few months, we have seen some inconceivable things from markets and economies around the globe; from talk of negative interest rates to wild valuations,...

PIA

Pengana Capital

Pengana Capital Group

July 01, 2020 11:32

Fixed Income

July 01, 2020 10:46

Careful what you wish for

Is central bank support for corporate bond markets truly unlimited? Our sense is decidedly not. Unlike government bonds, where central bank appetite and capacity is...

Tamar Hamlyn

Ardea Investment Management

July 01, 2020 10:46

Equities

July 01, 2020 09:30

Short term pain, long term gain for the battery metals market

This week’s unfounded rumours of a Tesla takeover of listed battery group Novonix aside, the market for the so-called battery metals of graphite, lithium and cobalt...

Tim Boreham

Independent Investment Research

July 01, 2020 09:30

Expert Insights

July 01, 2020 08:44

Small businesses and tech-savvy lenders rising up in tough times

Previously Brett Craig of Aura Group outlined the opportunity to generate attractive income in the alternative asset class of SME debt capital. Of course, in strained...

Livewire Exclusive

Livewire Markets

July 01, 2020 08:44

Macro

July 01, 2020 06:30

The US presidential election - implications for investors

Investor focus on the US election waned earlier this year after socialist Bernie Sanders dropped out of the Democratic primary race in favour of moderate Joe Biden. At...

Shane Oliver

AMP

July 01, 2020 06:30

Macro

July 01, 2020 06:29

Victorian COVID-19 testing may be part of the problem...

In my previous post I highlighted screenshots from our real-time, global COVID-19 infection/fatality tracking-system that demonstrated that Victoria had never...

Christopher Joye

Coolabah Capital

July 01, 2020 06:29

Macro

July 01, 2020 05:17

Does the Chinese banking system reduce or increase systemic risk?

There has been a material amount of discussion regarding private debt levels in China and the potential risks that these may pose to the financial system. Determining...

Clive Smith

July 01, 2020 05:17

Equities

June 30, 2020 15:29

The importance of sustainability in Australian small caps

Executive summary Sustainability has historically been the focus of large cap investors, but these factors are even more important in Australian small cap investing....

Phillip Hudak

Maple-Brown Abbott

June 30, 2020 15:29

Equities

June 30, 2020 15:00

Unintended Consequences of Free Money

How do people get richer during a recession? Free money! During past recessions, people become poorer as personal income falls when unemployment rises, which...

APT

Jason Teh

Vertium Asset Management

June 30, 2020 15:00

Macro

June 30, 2020 12:21

Recovery is certain

The World Wide Pandemic Recession of 2020 will end. History is clear – all recessions have a start and an end. An economic downturn is always followed by economic...

John Abernethy

Clime Asset Management

June 30, 2020 12:21

Macro

June 30, 2020 12:04

How will rising CV-19 cases impact global equity markets this week?

The continued rise in in U.S. COVID-19 cases further undermined risk sentiment last week – even though, as U.S. President Trump noted, increased testing appears an...

David Bassanese

Betashares

June 30, 2020 12:04

Macro

June 30, 2020 10:02

Could US lockdowns slam the brakes on this market rally?

The COVID-19 data coming out of the US is grim and getting grimmer. My concern is that many investors have been pricing in an increasingly positive economic recovery,...

Stuart Jackson

June 30, 2020 10:02

Macro

June 30, 2020 09:50

China leading the innovation push

“The big money isn’t in the buying and selling…it’s in the waiting.” Charlie Munger, Berkshire HathawayWhile markets continue to focus on the recent...

Scott Haslem

LGT Crestone

June 30, 2020 09:50

Daily Report

June 30, 2020 07:56

Afternoon note: Markets hit on virus concerns, although buyers again prevalent into weakness (FPH, JIN)

While the cash market closed at 5800, futures have rallied since. Asian markets all traded lower today while US Futures have been in and out of positive...

James Gerrish

Market Matters

June 30, 2020 07:56

Equities

June 30, 2020 06:30

Bell Potter's top stock picks for FY21

In this report, our analysts share their sector view and top stock picks for FY21 across a range of sectors including banks and general insurers, LICs and LITs,...

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Bell Potter

Stockbroker

June 30, 2020 06:30

Education

June 29, 2020 17:08

Media Worth Consuming – June 2020

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance Close to half of US retail...

Jonathan Rochford

Narrow Road Capital

June 29, 2020 17:08

Education

June 29, 2020 14:23

The impact of Covid-19 on Private Equity Markets

In a recent webinar hosted by Grosvenor Capital Management for the Right Issue Offer in the Pengana Private Equity Trust, the team provided insight into why (and how)...

PE1

Pengana Capital Group

June 29, 2020 14:23

Macro

June 29, 2020 12:58

Is there something systematically wrong with Victoria's COVID-19 performance?

Our data scientists’ analysis of Victoria's COVID-19 infection trajectory has unearthed a disturbing finding: it would appear that since April our southern neighbour...

Christopher Joye

Coolabah Capital

June 29, 2020 12:58

Equities

June 29, 2020 12:22

Who benefits from the cloud megatrend?

Cloud computing is a global megatrend that is being led by technology giants Microsoft, Amazon and Google in a market that is growing at 30% per annum. But what does...

Nicolas Burgess

EL&C Baillieu

June 29, 2020 12:22

Expert Insights

June 29, 2020 12:18

Daily liquidity and the illusion of security

There is a perception among investors that it isn’t possible to earn an attractive yield with capital protection while official interest rates are at record lows. Bob ...

Livewire Exclusive

Livewire Markets

June 29, 2020 12:18

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Inconceivable investor behaviours in a strange market

Careful what you wish for

Short term pain, long term gain for the battery metals market

Small businesses and tech-savvy lenders rising up in tough times

The US presidential election - implications for investors

Victorian COVID-19 testing may be part of the problem...

Does the Chinese banking system reduce or increase systemic risk?

The importance of sustainability in Australian small caps

Unintended Consequences of Free Money

Recovery is certain

How will rising CV-19 cases impact global equity markets this week?

Could US lockdowns slam the brakes on this market rally?

China leading the innovation push

Afternoon note: Markets hit on virus concerns, although buyers again prevalent into weakness (FPH, JIN)

Bell Potter's top stock picks for FY21

Media Worth Consuming – June 2020

The impact of Covid-19 on Private Equity Markets

Is there something systematically wrong with Victoria's COVID-19 performance?

Who benefits from the cloud megatrend?

Daily liquidity and the illusion of security