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November 30, 2018 17:27

What you need to know from markets this week

Fed Chair Powell appears open to a slower pace of monetary tightening and equity markets like it.

Sean Callow

Westpac Bank

November 30, 2018 17:27

Rapid Fire

November 30, 2018 15:19

China: Will they have the last laugh?

James: Well picking up on some of those comments you made about the Chinese liking to make money and being momentum investors, one place where momentum in China has...

Livewire Exclusive

Livewire Markets

November 30, 2018 15:19

November 30, 2018 07:06

Media Worth Consuming – November 2018

Private equity has added zero alpha over the S&P 500 over the last decade. Top quartile private equity funds have very low...

Jonathan Rochford

Narrow Road Capital

November 30, 2018 07:06

November 28, 2018 16:56

Your survival guide for investing in 2019

Speaking at a private event held by IRESS and Livewire, Brad updated us on his current views on a range of topics, with Livewire's James Marlay hosting.

IRE

Alex Cowie

November 28, 2018 16:56

November 28, 2018 11:47

4 stocks to consider after 'Red October'

Likewise, the retirement of a long-standing CEO often leads to an earnings rebase but in this instance there is considerable conservatism in the accounting of...

Marcus Bogdan

Blackmore Capital

November 28, 2018 11:47

November 27, 2018 07:15

To hedge or not to hedge? That is the question.

It also provides a more direct counter weight to volatility in Australian biased equity portfolios.

Andrew McAuley

Credit Suisse

November 27, 2018 07:15

Macro

November 26, 2018 10:16

Bulls, Bears, and ‘I don’t cares’

A bubble in debt markets, a bubble in property, a bubble in equity, a bubble in private assets, and a bubble in the way portfolios are managed.

Patrick Poke

A Rich Life

November 26, 2018 10:16

November 23, 2018 07:17

Equities look increasingly like a bear market

Witness the negative announcements from Medibank Private ((MPL)), Fletcher Building ((FBU)), Viva Energy ((VEA)) and Myer ((MYR)), to name but a few from...

+11

Rudi Filapek-Vandyck

FNArena

November 23, 2018 07:17

Asset Allocation

November 23, 2018 06:28

The bubble in everything (and how to manage it)

A bubble in debt markets, a bubble in property, a bubble in equity, a bubble in private assets, and a bubble in the way portfolios are managed.

Jerome Lander

WealthLander

November 23, 2018 06:28

November 22, 2018 14:26

Fintechs could challenge the business model of savings banks

The other advantage is fintechs can easily target the fee (or off-balance-sheet) side of banking, which offers returns on equity of about 20% and where about...

Magellan Financial Group

Magellan

November 22, 2018 14:26

Asset Allocation

November 22, 2018 10:15

Are my investments stuffed?

For example, a top performing ‘balanced’ super fund from last financial year appears to be “all-in” and has nearly 100% of its portfolio in equity risk, once...

Jerome Lander

WealthLander

November 22, 2018 10:15

November 22, 2018 10:14

Don't get barbequed this Summer

Credit spreads have a long history of being a fantastic lead indicator for equity performance – they widened aggressively in mid-2007, months ahead of a peak...

Charlie Jamieson

Jamieson Coote Bonds

November 22, 2018 10:14

November 20, 2018 16:17

Fund management holdings: a mix of old and bold

US equity market returns have outstripped other developed markets by around 7.5%pa over the past eight years, reflecting more rapid growth in earnings than...

JHG

Andrew Brown

East 72 Dynasty Trust

November 20, 2018 16:17

Education

November 20, 2018 13:18

Wilson: Have we seen the top of the market?

Bega started buying shares, so the private equity bidder increased their bid. WAM achieved a 20% annualised return on this position.

Patrick Poke

A Rich Life

November 20, 2018 13:18

November 16, 2018 16:56

IPO Watch: Coles

This led to management selling the Myer department stores to private equity firm Newbridge in 2006, and Wesfarmers taking over Coles in 2007 in a...

Hugh Dive

Atlas Funds Management

November 16, 2018 16:56

November 16, 2018 12:54

Markets get APRA wrong

Finally, the government is not replacing the private sector, but rather providing funding to both smaller banks and non-banks to allow them to offer more SME...

Christopher Joye

Coolabah Capital

November 16, 2018 12:54

November 15, 2018 16:16

Argo infrastructure - global diversification at a discount

In recent years, global listed infrastructure has underperformed broader equity markets as investors maintained their appetite for riskier asset classes.

ALI

Andy Forster

Argo Investments

November 15, 2018 16:16

November 09, 2018 11:07

Low interest rates and the rise of the zombies

Among the residual about a quarter were gold stocks and a few were the subject of private equity bids: MYOB (+13.7%) from KKR, Navitas (+13.4%) and...

Schroders Australia

Schroders

November 09, 2018 11:07

November 05, 2018 10:30

An Aussie small cap: oversold and undervalued

Private equity also remains active in the space and IDX would be an attractive asset if they were to consolidate the sector further. Another stock...

Andrew Smith

Perennial Value Management

November 05, 2018 10:30

November 05, 2018 08:22

If 24 LICs ran the Melbourne Cup, which would be our favourites..?

Investors may have expected that as BTI invests in private equity, they should be generating 30% returns every year. Given the portfolio is invested...

+19

+17

Daryl Wilson

Affluence Funds Management