Investing & Market Trading Insights in Australia

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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

Equities

April 27, 2020 09:24

After raising capital, is Flight Centre now a good investment?

When governments around the world shut down travel in order to contain the spread of COVID-19, Flight Centre Travel Group (ASX:FLT) suddenly found itself on its knees....

FLT

Joseph Kim

April 27, 2020 09:24

Education

April 27, 2020 09:17

Unintended Consequences of Government Policy

This last month or so has been a particularly challenging period for a lot of market participants. As a fund manager, volatility spikes can be disconcerting especially...

Anthony Aboud

Perpetual Asset Management (Australia)

April 27, 2020 09:17

Macro

April 27, 2020 08:26

Chart of the day: Can easing financial conditions drive surprise reversal?

The US economic surprise index (by Citigroup) has plunged over the past month as forecasters and investors have struggled to get their heads around just how bad the...

Scott Haslem

LGT Crestone

April 27, 2020 08:26

Equities

April 27, 2020 07:53

Searching for income in the current economic downturn

For investors reliant on income, the current economic outlook appears bleak. Where should they look for yield? Many newspapers talk about investors as a single group,...

Andrew Milligan

abrdn

April 27, 2020 07:53

Fixed Income

April 27, 2020 07:00

A bearish outlook for the Australian economy

Lacklustre GDP and corporate earnings growth need not mean weak equity market performance. The reverse can be true too of course. Last year was a case in point and the...

Jasmin Argyrou

Credit Suisse

April 27, 2020 07:00

Equities

April 27, 2020 05:30

One industry is very scared of the COVID-19 deaths...

The flow-on effects from the coronavirus changes are impacting a lot of industries. Perhaps the funeral services sector might not be impacted in the way an investor...

IVC

Scott Williams

Fiftyone Capital

April 27, 2020 05:30

Equities

April 26, 2020 19:02

Investing in Xero: the Legwork

An interesting notion I came across in my Zen training is that all phenomena are dependent on, and penetrated by all other phenomena. Looking at a flower, for example,...

XRO

Alipasha Razzaghipour

Kasa Investment Partners

April 26, 2020 19:02

Macro

April 25, 2020 19:43

Why hold government bonds if the yields are so low?

One of our most frequent investor questions is around our government bond holdings and the unique risks that low-interest rates present.Government (as opposed to...

Damien Klassen

Nucleus Wealth

April 25, 2020 19:43

Buy Hold Sell

April 25, 2020 07:00

Opportunity or emergency? A guide to assessing capital raisings

In 2019, nobody would have expected the likes of Cochlear to hold a capital raising anytime soon, but in the midst of a severe and sudden collapse in earnings, they...

Buy Hold Sell

Livewire Markets

April 25, 2020 07:00

Equities

April 24, 2020 16:19

10 most tipped big caps: 8% ahead of the market

The market has become a different place since we published the findings of our annual Predictions and Top Picks survey in January, and it's time to revisit the stocks...

Alex Cowie

April 24, 2020 16:19

Macro

April 24, 2020 15:42

Energy price rout threatens A$ stability

A negative price for US crude oil provided much fascination this week. The May West Texas Intermediate oil contract closed at -$37.63 per barrel on Monday. But the...

Sean Callow

Westpac Bank

April 24, 2020 15:42

Equities

April 24, 2020 14:52

3 fiery calls from Firetrail’s Blake Henricks

They’re making Qantas Airways (ASX:QAN) their largest portfolio position, snapping up shares in a sector whose fundamentals are being torpedoed, and underweighting...

+20

+18

Vishal Teckchandani

Livewire Markets

April 24, 2020 14:52

Asset Allocation

April 24, 2020 13:25

As earnings season looms, portfolio managers look for long-term opportunity

Earnings season is heating up in earnest, giving investors a clear glimpse into the economic impact of the global lockdowns designed to slow the spread of the...

Kristina Hooper

Invesco

April 24, 2020 13:25

Macro

April 24, 2020 12:41

House prices will not fall sharply

In the AFR today I write that everyone loves a contrarian position, and I enjoy betting against conventional wisdom (read the full column by clicking on that link, or...

Christopher Joye

Coolabah Capital

April 24, 2020 12:41

Equities

April 24, 2020 12:06

A stark risk reminder

Well, what a difference six months can make… I can remember thinking just a few short months ago that if the global strategists were right and the consensus was...

James Abela

Fidelity International

April 24, 2020 12:06

Asset Allocation

April 24, 2020 11:38

Australian Property Catches Coronavirus, with Catherine Cashmore | Nucleus Investment Insights

Australian Property has caught Coronavirus: the strong rebound in Australian property values has come to a shuddering halt with the Coronavirus lockdown. Auction...

Damien Klassen

Nucleus Wealth

April 24, 2020 11:38

Macro

April 24, 2020 11:18

Open Letter to Prime Minister from Concerned Australians on Need to Exit COVID-19 Lockdown

An Open Letter from Concerned Australians on Trade-offs During the COVID-19 Crisis The views expressed are those of the signatories and not necessarily those of...

Christopher Joye

Coolabah Capital

April 24, 2020 11:18

Commodities

April 24, 2020 10:19

Cashing in on a crisis: Understanding, Overcoming and Profiting from 2020 and Beyond

While fully aware that very few commentators offering their opinion on the health and financial implications of COVID-19 are actually epidemiologists, GP’s and/or...

Michael Goldberg

Collins St Value Fund

April 24, 2020 10:19

Macro

April 24, 2020 10:09

Are equities disconnected from the real economy?

In this continually-evolving crisis, we share a brief summary of how we are assessing the risks for our global equity portfolios. THE CORONAVIRUS The most important...

MOGL

Andrew Macken

Montaka Global Investments

April 24, 2020 10:09

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It's Over

After raising capital, is Flight Centre now a good investment?

Unintended Consequences of Government Policy

Chart of the day: Can easing financial conditions drive surprise reversal?

Searching for income in the current economic downturn

A bearish outlook for the Australian economy

One industry is very scared of the COVID-19 deaths...

Investing in Xero: the Legwork

Why hold government bonds if the yields are so low?

Opportunity or emergency? A guide to assessing capital raisings

10 most tipped big caps: 8% ahead of the market

Energy price rout threatens A$ stability

3 fiery calls from Firetrail’s Blake Henricks

As earnings season looms, portfolio managers look for long-term opportunity

House prices will not fall sharply

A stark risk reminder

Australian Property Catches Coronavirus, with Catherine Cashmore | Nucleus Investment Insights

Open Letter to Prime Minister from Concerned Australians on Need to Exit COVID-19 Lockdown

Cashing in on a crisis: Understanding, Overcoming and Profiting from 2020 and Beyond

Are equities disconnected from the real economy?