Patrick Poke

ASIC to seek important changes to lending rules if case against Westpac is lost; Federal Government announces boost to aged care funding on the eve of Royal Commission into Aged Care; and Australia's income markets are signalling tough times ahead. Here's what's happening in markets today. Show More

Patrick Poke

Phil King thinks Zip is the best way to buy now, pay later; Telstra faces industrial action as it won't (can't?) give payrises that match inflation; growing concerns over China's "great wall of debt"; and the Royal Commission into aged care operators gets underway. Here's what's happening in markets today.... Show More

Livewire Exclusive

We kept notes for you yesterday at the Future Generation Investment Forum, where a dozen of the best Australian and global fund managers each presented an investment idea. Read on for summaries of the insights from Magellan, Watermark, VGI, Lanyon, Antipodes, L1 Capital, Cooper, Centennial, Morphic, ARCO, and Wilson. Show More

Buy Hold Sell

Both the reputation and the share price of listed retirement village operator, Aveo Group, have taken a big hit recently. With this backdrop, we ask Dean Fergie of Cyan IM and Ron Shamgar of TBF, how investors can quantify reputational risk, and whether situations like Aveo’s can create buying opportunities? Show More

Mathan Somasundaram

Local market fell on the open before recovering to finish flat. Resources and Financials help to hold the market from profit taking in the big industrial sectors. The best performing sectors were Miners, Banks and Energy while the worst performers were Utilities, Staples and Health Care. On the sector/stock front….(1)... Show More

Morgans Financial Limited

History shows that weakness in the May-June period is a rich source of opportunity for investors as fundamentals re-assert themselves over short-term sentiment. With this in mind we are readying ourselves to buy our preferred industrials, and we flag four stocks we are happy to buy now. Show More