Asset Allocation
Michael Goldberg

In early 2017 we identified debt and the unsustainably high property prices as the key risks to the Australian economy. In particular we were concerned about the unwinding of the wealth effect as investors began to feel the pinch of a weaker property market. We believed this would manifest itself... Show More

Alex Cowie

With only a few weeks left of the year, it’s time to check in on the leaderboard for the stock calls in Livewire's 2018 survey. It’s been a terrible year for equities, but there a few outliers bucking the trend. As a refresher, 2617 readers participated, nominating 719 stocks between... Show More

Bell Potter

Our reporting calendar covers 210 companies for the February period, as well as several in March, and highlights reporting dates, period reported, NPAT (consensus and Bell Potter estimates) and our analyst recommendation for the stock. The pace is increasing, with 6 reporting tomorrow (AVJennings, BWP, Carsales, Paragon, Rio Tinto), and... Show More