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Damien Cronin from Alceon goes in depth with Peter White from The Inside Network on ‘Private Real Estate Debt in Australia’. Simon Shields from Monash Investors goes IN60 with Peter White from The Inside Network.
Australian dividends are back to normal. After being battered and bruised during the pandemic, many high-flying dividends were either lowered or pulled as companies feared the worst and bunkered down to save money. High paying bank dividends were slashed after APRA forced lenders to limit payouts to no more than 50% of profits amid recession…
The Federal Election may well be remembered as one of the most important and unexpected in history. Whilst many had expected a shift away from the traditional parties, few predicted that as many as one in three voters wouldn’t vote for them at all. The popularity of the major parties is both well into the…
Private equity is eating the ASX alive. Nearly every other month there is another billionaire dollar private equity approach of an ASX company. The latest is the $20 billion deal for Ramsay Health Care (ASX: RHC). Uniti Group, Vocus and Sydney Airport are recent other examples that the tyre kickers have poached from the ASX…
Aussie market creeps higher Despite a steady diet of news of war, global slowdowns, China lockdowns, inflation and higher rates, the Australian share market managed to rise on Wednesday, as measured by the benchmark indices. The S&P/ASX200 index added 26.4 points, or 0.4 per cent, to finish at 7,155.2, while the broader S&P/ASX All Ordinaries index…
Inflation concerns continue to rattle markets with the RBA raising rates by 25bps at their May meeting to 35bps. Uncertainty throughout the month saw April fall by 0.8 percent bringing the total year to date (end of April) returns of the ASX 300 Accumulation Index to +10.2 percent. Ausbil Investment Management have released their Equity…
What is that white cream cricketers put on their faces and lips? You’ll be surprised to know, it’s zinc. Well zinc oxide to be exact. It’s the main and the strongest ingredient in any physical sunscreen used by cricketers. The Zinc Oxide cream is often referred to as a ‘reflector’ and isn’t absorbed by the…
Recent falls in the stock market pale in comparison to those being seen in the crypto world. We’re talking 54 percent falls in Bitcoin alone with the price now below US$30k for the first time since July 2021. The crypto market has shed close to $1.6 trillion in market capitalisation since November 2021. Some of…
It’s been a painful 2022 for the e-commerce sector, particularly former market darling Kogan (ASX: KGN). The pandemic induced retail spending surge of 2020 and 2021 is gone. Instead, households now face the scary economic reality of rising interest rates and inflation. Add in a sharp market sell-off in technology shares in addition to ongoing…
Last week’s market falls have fear and panic rising to their highest levels since the pandemic. The VIX Volatility index – the so-called “Fear Index” – hit 34.75 last Monday. At the start of the pandemic, the index hit 69.37 representing extreme volatility. During the GFC, the index hit 89.53. There is, however, another “unconventional”…
Big name Chinese equities including Tencent, Alibaba and JD.com dominated global equity strategies until late 2020. Almost every well-known fund manager in the country had significant weightings to the region on the basis that it had continued to grow strongly during the pandemic and had a strong economic backdrop in the years to come. Naturally,…
Leading global macro and geopolitical research house BCA has delivered another consensus challenging research piece this week. Writing in a paper titled ‘Solved: The Mystery of the Oil Price and Inflation Expectations’ challenges the current nature and ballooning expectations of inflation. Drawing on the work of Nobel prize winner Daniel Kahneman, the paper highlights the…
Despite the media hype surrounding last week’s US rate hike, interest rates are going up but not as fast or as damaging as everyone thinks. The RBA upped rates for the first time in over 11 years by 25bps to 0.35 percent from 0.10 percent. Roughly a $65 a month increase, on a twenty-five year…
March stands out as being one of the most difficult periods for investors in a generation. On the one hand, bond markets send fixed income to its worst return in more decades, and on the other, equity markets were sold off broadly on valuation concerns as bond yields ended a forty-year downward trend. It is…
Damien Cronin from Alceon goes in depth with Peter White from The Inside Network on ‘Private Real Estate Debt in Australia’. Simon Shields from Monash Investors goes IN60 with Peter White from The Inside Network.
Damien Cronin from Alceon answers ‘quickfire’ questions with Peter White from The Inside Network. Simon Shields from Monash Investors goes IN60 with Peter White from The Inside Network.
Jess Renden from Cointree shares insights with James Dunn from The Inside Network on ‘Can you explain Cointree’s unique edge amid a surge in ETF investment opportunities?’ Visit Cointree’s website to find out more. Simon Shields from Monash Investors goes IN60 with Peter White from The Inside Network.
Jess Renden from Cointree shares insights with James Dunn from The Inside Network on ‘The regulatory of cryptocurrency is fast evolving, how does this affect the industry?’ Visit Cointree’s website to find out more. Simon Shields from Monash Investors goes IN60 with Peter White from The Inside Network.
“Guess who’s back? Travel’s back, baby,” says the MD of Webjet, John Guscic. And travel is back, borders are open, and people are travelling overseas. The online flight booking company is cash-flow positive and in a much better position than it was six months ago. According to brokers, this week’s FY22 result was an improvement…
Morgans have released a summary of the key points from the recent bank reporting season. Of the banks that reported, Morgans says NAB was in line with consensus expectations, while ANZ and WBC beat consensus earnings expectations. Despite this, Morgans holds NAB as having the strongest 1H22 performance overall. NAB produced the strongest profit growth…
White noise is broadly defined as the combination of sounds of all different frequencies together, typically being used to mask other sounds. Among the most common uses of white noise is to help babies (and adults) sleep without background noise. Whilst highly powerful for this purpose, one could easily make the opposite conclusion when it…
A bounce in share markets in March supported superannuation fund performance in the first quarter of 2022. However, with inflation concerns mounting, global share markets remain volatile, including the hard US share market, which is likely to dent superannuation returns for the current financial year. Superannuation research house SuperRatings found the median balanced option rose…
