Investing & Market Trading Insights in Australia

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Equities

October 24, 2019 07:00

How to identify Offshore Growers

We've recently learnt about the emergence of a new generation of Australian companies that we've dubbed the Offshore Growers. These companies have expanded offshore,...

Andrew Mitchell

Ophir Asset Management

October 24, 2019 07:00

Equities

October 24, 2019 07:00

Outstanding opportunities in cyclical stocks

Despite weakening economies, stock markets are still trading close to highs. There is now a very large dichotomy between the valuation of these cyclical businesses...

Garry Laurence

Profeta Investments

October 24, 2019 07:00

Daily Report

October 23, 2019 17:44

Property’s good news supports market

While the market closed fairly flat on the session overall there was some decent movement under the hood . Weakness early leading into an 11.30am low before a...

James Gerrish

Market Matters

October 23, 2019 17:44

Funds

• Sponsored

October 23, 2019 15:00

Investing in smaller companies

I recently had the opportunity to present to the investors attending the Australian Shareholders Association’s (ASA) LIC Showcase event. Spheria has a focus on...

Marcus Burns

Spheria Asset Management

October 23, 2019 15:00

Funds

• Sponsored

October 23, 2019 14:56

Selecting LICs/LITs to suit your portfolio

We believe that right now, LICs and LITs are a valuable addition to any investment portfolio. I recently presented at the ASA Listed Investment Company Showcase events...

Daryl Wilson

Affluence Funds Management

October 23, 2019 14:56

Investment Theme

October 23, 2019 11:15

WAAAX on, WAAAX off: Multiples are fickle... but value is forever

With Abbey Road back in the charts and the We Co rocket failing to launch, it’s a good time to remember that cashflows still drive value, even when value is hard to...

APT

Schroders Australia

Schroders

October 23, 2019 11:15

Funds

• Sponsored

October 23, 2019 10:30

Achieving absolute returns

I recently spoke at the Australian Shareholders Association’s LIC Showcase. In this 20 minute presentation I cover: Investing for absolute returns, LIC discounts and...

MA1

Simon Shields

Monash Investors

October 23, 2019 10:30

Education

October 23, 2019 10:26

Australia in ETFs is like Japan in the rugby World Cup

John Swolfs is a man who understands the ever-changing global ETF landscape better than most. He is the CEO of Inside ETFs, Miami, the largest annual gathering of ETF...

Chris Meyer

Pinnacle Investment Management Limited

October 23, 2019 10:26

Expert Insights

October 23, 2019 09:50

Don’t bank on Big 4 dividend growth

The big four banks are the engine room of many equity income portfolios, producing around a third of the gross dividend yield of the entire ASX200. So, when we sat...

Livewire Exclusive

Livewire Markets

October 23, 2019 09:50

Equities

October 23, 2019 08:55

The New Criterion: in any language, English testing is a lucrative market

The federal government may have succeeded in cleaning up the woeful private vocational education sector, but now faces a fresh issue in its quest to protect the $35...

Tim Boreham

Independent Investment Research

October 23, 2019 08:55

Equities

October 23, 2019 08:43

Got a view on equity markets? Three things you should know

The three indicators that investors most often use to inform their view on equity markets provide signals that are fuzzy at best. In this wire we explain why...

Stephen Arnold

Aoris Investment Management

October 23, 2019 08:43

Equities

• Sponsored

October 23, 2019 07:00

Why choosing the right online broker is so important

Choosing an online stockbroker can be one of the most important investment decisions you make. While your returns will be predominately driven by the individual...

Livewire Exclusive

Livewire Markets

October 23, 2019 07:00

Commodities

October 22, 2019 15:16

Opportunities in energy?

With close to 20% of our portfolio exposed to the energy sector, this has been by far our largest performance detractor over the last year. Over the past 10 years, the...

Simon Mawhinney

Allan Gray

October 22, 2019 15:16

Equities

October 22, 2019 14:16

Two stocks with uncorrelated returns

This time last year, I presented the case that there was hidden value in IMF which would be realised as the company generated strong returns from cases in which it had...

Anthony Aboud

Perpetual Asset Management (Australia)

October 22, 2019 14:16

Investment Theme

October 22, 2019 11:19

Revisiting our lower long-term returns Whitepaper from Jan 2017

In January 2017 Providence published a whitepaper on Long Term Returns. At the time we suggested that Long Term returns from a traditional balanced portfolio were...

James Smith

Providence Independent Investment Advisory

October 22, 2019 11:19

Expert Insights

October 22, 2019 11:00

3 rules of thumb for emerging market debt

The often-quoted US$17 trillion worth of negative-yielding bonds are from developed economies such as Japan, Germany and France. In stark contrast, government bonds...

Livewire Exclusive

Livewire Markets

October 22, 2019 11:00

Expert Insights

October 22, 2019 10:36

What is ‘future quality’ and why does it matter?

Finding companies that have high returns today is simple enough; simply run a screen over the market looking for high returns on capital. But the real question is...

Livewire Exclusive

Livewire Markets

October 22, 2019 10:36

Funds

October 22, 2019 09:25

Spotlight on Ellerston Global Investments

In its latest LMI Monthly Update, Independent Investment Research places the spotlight on Ellerston Global Investments, a heavily discounted listed investment company...

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Peter Rae

Independent Investment Research

October 22, 2019 09:25

Fixed Income

October 22, 2019 07:00

Waiting for the fallout

We continue to expect downside economic risks will dominate markets for some time, even as central banks are easing policy and there are signs US–China trade tension...

Stuart Dear

Schroders

October 22, 2019 07:00

Equities

October 21, 2019 17:43

A guide to contrarian investing

Does contrarian investing really work?It is an often-heard cliché that to beat the market you need to be a contrarian. But what exactly does this mean, as it implies...

Stephen Bennie

Castle Point Funds

October 21, 2019 17:43

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How to identify Offshore Growers

Outstanding opportunities in cyclical stocks

Property’s good news supports market

Investing in smaller companies

Selecting LICs/LITs to suit your portfolio

WAAAX on, WAAAX off: Multiples are fickle... but value is forever

Achieving absolute returns

Australia in ETFs is like Japan in the rugby World Cup

Don’t bank on Big 4 dividend growth

The New Criterion: in any language, English testing is a lucrative market

Got a view on equity markets? Three things you should know

Why choosing the right online broker is so important

Opportunities in energy?

Two stocks with uncorrelated returns

Revisiting our lower long-term returns Whitepaper from Jan 2017

3 rules of thumb for emerging market debt

What is ‘future quality’ and why does it matter?

Spotlight on Ellerston Global Investments

Waiting for the fallout

A guide to contrarian investing