BHP GROUP LIMITED
It's not easy to find yield opportunities in the large-cap universe at this point in the cycle, and with the potential for a pick-up in global growth and interest rates, this would go hand in hand with the possibility of a negative effect on many yield-sensitive plays. In this video,... Show More
The debate over the longevity of the economic boom in China has long divided economists and financial market participants. On one side are believers that China’s economic miracle will continue, which will soon make the Chinese economy larger than the US. The other side sees China’s economic growth as largely... Show More
Surprisingly resilient day was seen on the local market today, once again held up by the banks. Resources took a hit though with the iron ore names finally coming off substantially all on the back of some better news from Vale. For those that missed it, Vale got the go... Show More
The effect of Vale’s tragic dam collapse in early 2019 has seen iron ore prices rally. As a result of forced mine closures, the global seaborne supply of iron ore is expected to be 20mt lower in 2019 than in 2018, or 1.2% of the total seaborne market. Despite a... Show More
One of Australia’s most iconic funds management firms will celebrate its 20th anniversary this year. From humble beginnings with just $30 million of assets under management Paradice Investment Management today manages ~$16 billion across five strategies invested in Australian and Global Equities. The culture at Paradice is performance focused, which... Show More
Aussie stocks were bullish early thanks to strength overseas – resources the main driver early on pushing the index up to a 6270 high - smack on the high we saw on 7th March before the market pulled back ~150pts. Those same jitters seemed to kick in today with the... Show More
To be a successful equity investor, there are a few very simple tenets to follow if you want to get a head-start – and these include avoiding underperformers and not getting sucked into yield traps, Plato Investment Management managing director, Dr Don Hamson, said in a recent presentation.Hamson also had... Show More
Interest rates around the world, including Australia, have been falling recently. Where conventional wisdom one year ago was for rising rates, now expectations have factored in domestic rate cuts and falling yields over the next 3 years. Aussie 10-year government bonds are at all-time lows standing at 1.75%. This change... Show More
At the start of the year, we announced the ten most tipped stocks from our Livewire reader survey. Three months into the year, this diverse basket is already up by 25.6% on average (or 26.9% with dividends), versus 8.6% for the ASX200. We saw some impressive results from the most... Show More
Despite its recent run, the nickel price remains some way from the “excitement levels” of yesteryear. But as this week’s BHP-Mincor deal shows, there is a buzz about what could be around the corner, with inventories falling and demand forecast to soar thanks to nickel’s key role in lithium batteries.... Show More