Daily Report
The Trump / China trade hangover lingered over the market this morning and we’d expect that theme to continue for the remainder of the week, however it wasn’t all one way traffic with more green about than US trade would have implied. Banks were mostly higher on the day, resources... Show More
Not a lot to get excited about today with the market ebbing and flowing throughout the session to end the day marginally higher. US Futures were flat during our time zone, Asia was higher but not substantially so. There was a big seller of our market from midday for about... Show More
A weaker session played out across the Australian market today, and while there were a raft of stocks trading ex-dividend, a drop of -58points at the index level was still the first meaningful pullback we’ve seen this calendar year. Asian markets were weaker today, although China added +0.5% after a... Show More
Afterpay's algorithm better than the banks' - but will it save them from regulation? Credit cards are losing favour with Australian consumers, and a Californian energy firm goes into bankruptcy with US$30 billion in liabilities. Here's what's happening in markets today. Show More
Macro
One of the most engaging parts of my role at Livewire is working with Australian fund managers to discuss their views and bring you great content. With over 400 managers now contributing to the platform, overseeing the content can feel like being at the epicentre of the market. So with... Show More
Fund Manager Q&A
As volatility has picked up in recent months, many investors who thought they were protected in a down-market have quickly discovered otherwise. Asset consultants have discussed the value of finding genuinely uncorrelated returns, while also acknowledging the difficulty of finding them. One Livewire contributor who’s managed to put in solid performance... Show More
Livewire invited us to participate in the 2018 'Christmas Cracker' series, which will bring you a top insight for 2019 each morning through December. For Pengana's Christmas Cracker, we look at six of the winners from the Banking Royal Commission. Show More
Equities
Financials are deeply unpopular given the fallout from the Royal Banking Commission, pending legal actions and the prospect of being a political football into the 2019 election. So why is Aberdeen Standard Investments overweight financials in their small cap strategy? We sat down with Natalie Tam to find out. Capital... Show More
The listed independent platform providers – HUB24, NetWealth, Praemium and OneVue – have been stellar performers in recent years. It’s not surprising when you consider the favourable environment they’ve been operating in. Show More
What does the new financial year hold for investors? We asked a panel of nine respected managers from across the markets for the 5 key issues for FY19. Read on for the key points of their analysis on LICs, small caps, big caps, income, fixed interest, growth, global, Asia, and... Show More