Patrick Poke

With most people back from holidays, and reporting season fast approaching, there’s a lot happening in the markets this week. We’ve had a lot of great content come through on our website this week, but a few stood out. I hope you enjoy these 3 highlights, plus 1 bonus, from Livewire this week.

1) Hamish Douglass, Chief Investment Officer at Magellan provides his latest update on the global macro outlook. With central banks around the world beginning to tighten he sends a clear message: Beware of Quantitative Tightening: (VIEW LINK)

2) The team at Auscap Asset Management take a look at the Australian economy in their latest fund update. What is the current state of the Australian households? They look to provide an answer: (VIEW LINK)

3) Bell Potter’s experienced Banking & Insurance Analyst, TS Lim, evaluates the outlook for the financial sector, including their picks in the space: (VIEW LINK)

This week we asked some of our regular contributors what they do when a stock in their portfolio is getting hit hard; it seems this was timely information for our readers as we were blown away by the response. We hope you enjoy it as much as our other readers: (VIEW LINK)


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