Daily Report
James Gerrish

Another really strong day for Aussie stocks as traders position for further interest rate cuts locally following a weaker than expected print on inflation at 11.30am this morning…A host of investment banks along with ANZ, WBC and NAB are now calling for two rate cuts this year, the... Show More

Nick Grove

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

Peter Gardner

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

Michael Wayne

With the emergence in recent years of passive Exchange traded funds (ETFs) a ferocious contest has developed between those pushing the virtues of passive investing, and those defending the craft of active investing. Show More

Tim Kelley

Telstra recently reported their half-year results - revenue, earnings and cash flow all broadly lined up with expectations so there weren’t many surprises. Although since we last looked at Telstra there have been some interesting developments. I discuss these in the following four minute video. Show More

James Gerrish

Volatility at the stock level was alive and well today with some big swings in companies that reported results….Breville (ASX:BRG) a cracking set of numbers and the stock reacted accordingly while the woes at AMP continue. Nothing to like about the stock here and a classic example of the old... Show More

Henry Jennings

Never mind the profit, what about the dividend? For most TLS investors the dividend is the thing. Remember that the 3c special dividend is just that. Special. Special dividends do not last forever. For growth investors, there are far better opportunities elsewhere. For income investors, there may well be better... Show More

Alex Cowie

Australia reporting season kicks into 5th gear as results come thick and fast from now on, with Telstra, AMP, Suncorp among today's numbers. Also: George Soros compares the EU to the Soviet Union; Some creative accounting for NBN; the world's 6th biggest economy now in Trump's crosshairs; and cheap fuel... Show More

Alex Cowie

Through reporting season, we are publishing exclusive fund manager commentary on specific company results soon after they are announced. The pace really picks up from here, and we wanted to flag what is coming up so that you can be the first to know, because as Coppo recently pointed out,... Show More

Jason Teh

It’s obvious. Retirees need income. With cash and fixed interest offering low yields, equities are a good place to look for income. On the surface, it may seem easy creating an income portfolio from shares – just select stocks from a list of high dividend yielders. However, setting up an... 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

Asset Allocation
Dr Don Hamson

Forecast for shares income, including from the banks, remains solid. For the “glass half empty” thinkers, there is plenty of bad news to focus on in 2019 – the Trump trade war, Brexit, falling house prices, the final report of the Financial Services Royal Commission, political risk and more. Show More

Fund Manager Q&A
Livewire Exclusive

For two years now, Roger Montgomery has been warning investors of a pending housing crash. While these claims were initially met with scepticism, as the data has deteriorated significantly in Sydney and Melbourne, more investors are coming to accept this thesis. According to CoreLogic’s Home Property Value Index, prices for... Show More