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Macro

April 29, 2020 09:50

Chart of the day: Could FX volatility be much lower from here?

“When an investor focuses on short-term investments, he or she is observing the variability of the portfolio, not the returns – in short, being fooled by randomness."...

Scott Haslem

LGT Crestone

April 29, 2020 09:50

Macro

April 29, 2020 09:46

Is the Global COVID-19 Infection Curve Peaking?

We now look to be passing through the current peak of global infections for the coronavirus induced COVID-19 disease according to our live data-tracking systems and...

Christopher Joye

Coolabah Capital

April 29, 2020 09:46

Equities

April 29, 2020 09:08

The New Criterion: is it really time for yellowcake’s day in the sun?

Attending a global nuclear energy powwow in Adelaide late last year, Boss Resources (BOE) chief Duncan Craib gleaned that a fundamental supply and demand shift was...

Tim Boreham

Independent Investment Research

April 29, 2020 09:08

Asset Allocation

April 29, 2020 08:34

Where will you invest in the year ahead?

Dear Investors, First and foremost, we hope that you are healthy and surviving as best possible as we collectively navigate the challenges thrown up by COVID-19. ...

James Marlay

Livewire Markets

April 29, 2020 08:34

Education

April 28, 2020 16:51

Why super and growth assets like shares have to be seen as long-term investments

This is an update of a note I wrote last November, but after the recent plunge in shares and the associated 10% or so loss in balanced growth superannuation funds...

Shane Oliver

AMP

April 28, 2020 16:51

Equities

April 28, 2020 12:09

CSL still a solid long-term proposition

In times of crisis, top quality management is more important than ever. There is no script to follow and few parallels to draw from history for these unprecedented...

CSL

Kelli Meagher

Sage Capital

April 28, 2020 12:09

Equities

April 28, 2020 11:51

Is infrastructure still defensive?

Airports, toll roads and container ports are crucial for the Australian economy. They often operate as monopolies in their particular regions and can offer stable and...

Ashley Kopczynski

Janus Henderson

April 28, 2020 11:51

Equities

April 28, 2020 11:44

“The Banks are back in town”, what now after NAB?

The ASX200 is fighting hard to end April on a high note although one hugely influential sector is creating an enormous headwind - The Banks. When our market closed...

James Gerrish

Market Matters

April 28, 2020 11:44

Equities

April 28, 2020 09:57

How to value one of Australia’s great success stories

Macquarie floated on the ASX back in 1996 with 1,700 staff supporting an asset base of $5 billion. Since then an additional 13,000 staff have been employed and the...

MQG

David Poppenbeek

K2 Asset Management

April 28, 2020 09:57

Macro

April 28, 2020 09:14

Chart of the day: COVID-19 deaths per capita - Europe vs. Asia/Australia

"Lockdown, which has resulted in a halt to economic activity, is not sustainable – it is damaging to society, to people's aspiration and to the economy...we need to...

Scott Haslem

LGT Crestone

April 28, 2020 09:14

Education

April 28, 2020 08:46

The Upside of Minimising Downside

portfolio captures relative to the downside, is a key determinant of long-term investment returns.Importantly, if you minimise the downside during market dislocations,...

Michael Massey

Koda Capital

April 28, 2020 08:46

Equities

April 28, 2020 07:57

Why this fundie bought Gilead Sciences

(Ed's note: Gilead's stock surged over 5% overnight after further positive developments in trialling its antiviral drug remdesivir as a potential treatment for...

Vishal Teckchandani

Livewire Markets

April 28, 2020 07:57

Equities

April 28, 2020 06:30

Is Berkshire buying stocks?

During the Global Financial Crisis, Warren Buffett made headlines with some huge investments in high quality but distressed companies, including Mars, Goldman Sachs,...

Patrick Poke

A Rich Life

April 28, 2020 06:30

Commodities

April 27, 2020 16:33

What just happened in the oil market?

20th April 2020 marked another historic market move that has never been seen in our lifetimes – a major global oil benchmark trading negatively. While lesser known...

Mathew Kaleel

Janus Henderson

April 27, 2020 16:33

Equities

April 27, 2020 13:23

Rio well placed to benefit from stimulus

We believe Rio Tinto is defensively positioned given its low production costs, excellent quality of iron ore reserves, strong balance sheet and continued free cash...

RIO

Anton du Preez

Pengana Capital Group

April 27, 2020 13:23

Equities

April 27, 2020 12:31

Fortescue up 10% year-to-date for good reason

Fortescue Metals Group shares have doubled since April 2019 when you include dividends. Earnings have significantly exceeded market expectations over that period...

FMG

Stephane Andre

Alphinity Investment Management

April 27, 2020 12:31

Macro

April 27, 2020 12:02

The Great Unshackling: Political Capital vs Excess Fear

Discussions on unwinding COVID-related social distancing measures have moved to the fore. Australia’s leaders have managed the crisis relatively well so far. In...

Ken Liow

Realm Investment House

April 27, 2020 12:02

Equities

April 27, 2020 11:35

How to Avoid the Covid-19 Analogy Trap

The present moment is a unique combination of a health crisis and a sudden-stop economic shock. This mix has not been seen before in modern financial history, and so...

IVC

Matt Joass

Maven Funds Management

April 27, 2020 11:35

Equities

April 27, 2020 10:55

A simple investing framework

With the number of headlines hitting the newswires on what feels like a minute-by-minute basis, it’s easy to get lost in chasing data points. Instead, I...

Charlie Aitken

Aitken Investment Management

April 27, 2020 10:55

Equities

April 27, 2020 10:41

It's Over

Still nervous? The market fell (panicked), rallied (regained sanity) and then peaked again last week. In response to the latest 'top' we ran our cash up again, to...

Marcus Padley

Marcus Today

April 27, 2020 10:41

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Chart of the day: Could FX volatility be much lower from here?

Is the Global COVID-19 Infection Curve Peaking?

The New Criterion: is it really time for yellowcake’s day in the sun?

Where will you invest in the year ahead?

Why super and growth assets like shares have to be seen as long-term investments

CSL still a solid long-term proposition

Is infrastructure still defensive?

“The Banks are back in town”, what now after NAB?

How to value one of Australia’s great success stories

Chart of the day: COVID-19 deaths per capita - Europe vs. Asia/Australia

The Upside of Minimising Downside

Why this fundie bought Gilead Sciences

Is Berkshire buying stocks?

What just happened in the oil market?

Rio well placed to benefit from stimulus

Fortescue up 10% year-to-date for good reason

The Great Unshackling: Political Capital vs Excess Fear

How to Avoid the Covid-19 Analogy Trap

A simple investing framework

It's Over