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Equities

May 06, 2020 11:00

The New Criterion: Bargains for the brave in the mining services sector

In mid 2011 the stock traded at $1160 (in adjusted terms) but now charges hands for 70c. Sectoral giant RCR Tomlinson (RCR) went into voluntary administration...

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Tim Boreham

Independent Investment Research

May 06, 2020 11:00

Macro

May 06, 2020 10:42

Signs of recovery... but are equities too expensive?

The global community continued to battle the COVID-19 pandemic through April, with an increasing number of economies entering or extending near-entire...

Scott Haslem

LGT Crestone

May 06, 2020 10:42

Investment Theme

May 06, 2020 10:35

Survive to Thrive in India

An economic boom may be defined as a period where GDP growth is high on an absolute basis (above 5%) and higher than the period preceding it. India has experienced...

Mugunthan Siva

India Avenue

May 06, 2020 10:35

Macro

May 06, 2020 09:18

Chart of the day: More Aussie jobs lost…but is the pace slowing?

“My model for business is The Beatles: They were four guys that kept each others’ negative tendencies in check; they balanced each other. And the total was greater...

Scott Haslem

LGT Crestone

May 06, 2020 09:18

Macro

May 06, 2020 08:22

Have central banks done enough to save the economy from depression?

In the last month or so, governments and central banks have been the difference between markets continuing to fall and markets starting to find a bit more support....

Pengana Capital Group

May 06, 2020 08:22

Rapid Fire

May 06, 2020 07:30

Is there a future for retail and office A-REITs?

Offices are going extinct. Shopping malls are going to become ghost towns. These are some of the theories being bandied about by investors looking to the other side of...

Vishal Teckchandani

Livewire Markets

May 06, 2020 07:30

Macro

May 06, 2020 05:00

Consumer stimulus vs Income shock - who wins?

Record declines in employment and hours worked have been met with record policy stimulus. In this note, I delve into the scale of the income shock facing the consumer...

Tim Toohey

Yarra Capital Management

May 06, 2020 05:00

Macro

May 05, 2020 16:29

Don't Dismiss Deflation: Implications for Real Yields and Risk Assets

So much of asset pricing hinges on selecting an appropriate discount rate, which is how we transform future cash flows into a value today. In fixed income we have the...

Chamath De Silva

BetaShares

May 05, 2020 16:29

Rapid Fire

May 05, 2020 13:54

Tough times don’t last, tough companies do

Achieving returns over a cycle typically means 6-7% p.a. organic earnings growth, 1-2% p.a. in dividends, and 2-4% from buying below value, says Stephen Arnold from...

Patrick Poke

A Rich Life

May 05, 2020 13:54

Equities

May 05, 2020 12:01

Bargain hunting in a beaten up world

Pandemics are not new. Over history the effects have varied in each instance as people have responded differently to try and stay safe and healthy: by staying at...

Hugh Giddy

IML

May 05, 2020 12:01

Equities

May 05, 2020 10:23

What will the new economic ‘normal’ look like?

As countries around the world slowly begin to ease lockdown measures, what impact will this have on the global economy and the appeal of different investment sectors...

Michael Smith

Kauri Asset Management

May 05, 2020 10:23

Macro

May 05, 2020 09:53

Chart of the day: Super funds facing some net inflow pressures?

“The problem with socialism is that you eventually run out of other people's money .” Margaret ThatcherAs of 30 April, the ATO has approved 900,000 superannuation...

Scott Haslem

LGT Crestone

May 05, 2020 09:53

Education

May 05, 2020 08:53

The Upside of Time in the Market

“Time in the market beats timing the market – almost always.” - Ken Fisher The idea of being able to time the market is emotionally appealing. After every significant...

Michael Massey

Koda Capital

May 05, 2020 08:53

Equities

May 05, 2020 08:23

Picking the right stocks during COVID-19

Over the past few months, we have entered a troubling time for the world. Firstly, lives are being lost all over the world, due to COVID-19, with the latest reported...

Garry Laurence

Profeta Investments

May 05, 2020 08:23

Equities

May 05, 2020 07:22

No guidance, no dividend, no catalyst….no worries

It’s not all bad news. Interest rates are low, Australian corporate balance sheets at the big end of town are generally strong, the Australian government has a strong...

Anthony Aboud

Perpetual Asset Management (Australia)

May 05, 2020 07:22

Equities

May 04, 2020 14:08

Dividend cuts and COVID-19, what does it mean for income?

The effects, impacts and dislocations of the COVID-19 pandemic have been felt very heavily in the investment markets, and the fluttering of the black swan’s wings has...

Global X ETFs

May 04, 2020 14:08

Equities

May 04, 2020 13:59

Westpac: Why I’m now a buyer

Those that tipped Westpac (WBC) as a big cap to do well in 2020 have some catching up to do. Australia’s second-largest bank, and 4th largest listed company, has...

WBC

James Gerrish

Market Matters

May 04, 2020 13:59

Macro

May 04, 2020 10:01

Chart of the day: A look at the US equities reporting season

With a little over half of the companies in the US S&P 500 index having reported Q1 earnings to date, there are plenty of ways to slice and dice the results. An...

Scott Haslem

LGT Crestone

May 04, 2020 10:01

Equities

May 03, 2020 18:45

Highlights from the 2020 Berkshire AGM

This year’s Berkshire Hathaway AGM was like no other we’ve seen before, and likely will ever see again. Not only was it performed to an empty stadium, but even Charlie...

Patrick Poke

A Rich Life

May 03, 2020 18:45

Macro

May 02, 2020 22:03

Hundreds of Thousands of Small Businesses are Near Death

For my own small business, GST is collected over the quarter and then paid to the ATO at the beginning of the next quarter. PAYG is held back from employee...

Jonathan Rochford

Narrow Road Capital

May 02, 2020 22:03

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The New Criterion: Bargains for the brave in the mining services sector

Signs of recovery... but are equities too expensive?

Survive to Thrive in India

Chart of the day: More Aussie jobs lost…but is the pace slowing?

Have central banks done enough to save the economy from depression?

Is there a future for retail and office A-REITs?

Consumer stimulus vs Income shock - who wins?

Don't Dismiss Deflation: Implications for Real Yields and Risk Assets

Tough times don’t last, tough companies do

Bargain hunting in a beaten up world

What will the new economic ‘normal’ look like?

Chart of the day: Super funds facing some net inflow pressures?

The Upside of Time in the Market

Picking the right stocks during COVID-19

No guidance, no dividend, no catalyst….no worries

Dividend cuts and COVID-19, what does it mean for income?

Westpac: Why I’m now a buyer

Chart of the day: A look at the US equities reporting season

Highlights from the 2020 Berkshire AGM

Hundreds of Thousands of Small Businesses are Near Death