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Equities

January 29, 2020 10:47

A merger of unequals

Fairlight Asset Management, a stockholder of Hexcel Corporation (NYSE: HXL), today delivered a letter to Hexcel's Board of Directors expressing Fairlight's concerns...

Will Dowd, CFA

Fairlight Asset Management

January 29, 2020 10:47

Equities

January 29, 2020 10:04

Which stocks will disappoint with results (and which won't)?

We’ve had profit warnings from IAG, DOW, CIM, NHF, NUF, SUL, KGN and TWE. The confession season is in full flight. Time for this perennial article – rules for the...

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Marcus Padley

Marcus Today

January 29, 2020 10:04

Expert Insights

January 29, 2020 09:00

Are emerging markets cheap?

On the surface, emerging markets appear to be significantly cheaper than developed markets. Emerging markets trade at a forward PE of ~12x, compared to ~18x for...

Livewire Exclusive

Livewire Markets

January 29, 2020 09:00

Equities

January 29, 2020 08:32

The New Criterion: behind the Victorian gold revival

For the best part of 50 years Victoria’s historically fecund gold fields have been a basket case, given lack of government support and disastrous big-ticket attempts...

Tim Boreham

Independent Investment Research

January 29, 2020 08:32

Macro

January 29, 2020 07:38

Complexity Premia on Dangerous Decade

The latest episode of our popular Complexity Premia podcast is live! In this punchy new episode we discuss: the 2019 bond market performance wrap-up; the coming of a...

Christopher Joye

Coolabah Capital

January 29, 2020 07:38

Funds

January 29, 2020 05:07

Listed Managed Investment Monthly Review

The LMI Monthly Update, from Independent Investment Research, takes a look at recent activity in the LMI sector and provides a view of key themes and issues within the...

Mark Tobin

Coffee Microcaps

January 29, 2020 05:07

Equities

January 28, 2020 19:09

The key to capturing a 20-bagger

In our inaugural podcast for 2020, I sit down with Peter Stevens, Investment Analyst at Frazis Capital, to discuss the lessons we’ve taken to heart from last year and...

Michael Frazis

Frazis Capital

January 28, 2020 19:09

Daily Report

January 28, 2020 17:38

Markets hit on Coronavirus, stocks exposed to China hardest hit (NWH, EHL, WSA, OSH)

While it was a weak session locally today the low point was seen early on in trade with buyers emerging into weakness, although some sectors were clearly targeted more...

James Gerrish

Market Matters

January 28, 2020 17:38

Fixed Income

January 28, 2020 16:32

Yield In Non-Bank Lending

2019 in ReviewMacro ViewAs we noted in the 2018 review of the fund, we came into 2019 with concerns in relation to the soft macroeconomic environment in Australia, and...

Brett Craig

Aura Group

January 28, 2020 16:32

Equities

January 28, 2020 15:16

Are shares expensive?

As we enter 2020, “whether shares are expensive” seems to be a topic du jour for those interested in the stockmarket. The Australian indices are recently making new...

Tim Carleton

Auscap Asset Management

January 28, 2020 15:16

Equities

January 28, 2020 14:26

Is there still juice in the Telstra thesis?

Anyone who’s followed the writings of the team at Montgomery Investment Management over the years would’ve noticed that for a long time the firm was decidedly negative...

Patrick Poke

A Rich Life

January 28, 2020 14:26

Rapid Fire

January 28, 2020 13:00

Actively hunting for hidden gems in EM

Emerging markets have been in the headlines for all the wrong reasons; slowing growth, trade tensions and political risks. However, they can also offer deep value,...

Alex Cowie

January 28, 2020 13:00

Equities

January 28, 2020 11:52

The early innings of enterprise cloud software

Enterprise software is in the midst of a structural shift toward cloud-enabled platforms. In-house systems, localised IT teams, unsupported third-party software, and...

FCL

Damon Callaghan

ECP Asset Management

January 28, 2020 11:52

Expert Insights

January 28, 2020 09:30

How intangible assets create better pricing power

While understanding a company’s assets is important when deciding whether to invest, it’s also critical to understand whether those assets are tangible or intangible....

Livewire Exclusive

Livewire Markets

January 28, 2020 09:30

Equities

January 28, 2020 08:30

Where to find undervalued stocks in an overvalued market

Investing is simple, but never easy. This statement seems to ring particularly true today as the ASX trades close to all-time highs more than 10 years since the last...

Airlie Funds Management

January 28, 2020 08:30

Macro

January 28, 2020 08:28

Treasurer considers axing commission loophole for listed funds

In huge news The AFR's John Kehoe reports today that "Treasurer Josh Frydenberg has set up a snap review to consider closing a loophole that allows financial advisers...

Christopher Joye

Coolabah Capital

January 28, 2020 08:28

Education

January 28, 2020 06:45

10 reasons to own a convertible

Convertibles are a unique asset class often overlooked by debt and equity investors. They offer the best of both worlds in that they share the ideal features of the...

Arnaud Brillois

Lazard Asset Management

January 28, 2020 06:45

Equities

January 28, 2020 06:30

16 Top Australian Stock Picks

This publication, Top Australian Stock Picks, contains our top 16 stock picks across a diverse group of sectors including Diversified Financials, Software & Services,...

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Aaron Muller

Canaccord Genuity

January 28, 2020 06:30

Fixed Income

January 25, 2020 13:03

Anecdotes of Yield Chasing

There’s a common question being asked of economists, money managers and financial commentators these days; are we mid-cycle or late-cycle? The honest answer is that we...

Jonathan Rochford

Narrow Road Capital

January 25, 2020 13:03

Macro

January 24, 2020 17:30

Will Coronavirus create a Market Hangover? | Nucleus Investment Insights

Our current investment thesis is that an external shock could spell disaster for the already fragile Australian markets. This could very well end up being that shock....

Damien Klassen

Nucleus Wealth

January 24, 2020 17:30

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A merger of unequals

Which stocks will disappoint with results (and which won't)?

Are emerging markets cheap?

The New Criterion: behind the Victorian gold revival

Complexity Premia on Dangerous Decade

Listed Managed Investment Monthly Review

The key to capturing a 20-bagger

Markets hit on Coronavirus, stocks exposed to China hardest hit (NWH, EHL, WSA, OSH)

Yield In Non-Bank Lending

Are shares expensive?

Is there still juice in the Telstra thesis?

Actively hunting for hidden gems in EM

The early innings of enterprise cloud software

How intangible assets create better pricing power

Where to find undervalued stocks in an overvalued market

Treasurer considers axing commission loophole for listed funds

10 reasons to own a convertible

16 Top Australian Stock Picks

Anecdotes of Yield Chasing

Will Coronavirus create a Market Hangover? | Nucleus Investment Insights