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Senior secured loans may offer investors an opportunity to capitalise on rising rates

Debt assets may be de jour, but the income they produce is fraught with peril if it doesn’t include the kind of diversity senior secured loans provide.

Ishan Dan | 21st Sep 2022 | More
Jump in grocery prices supports supermarket profits, for now

Thing are looking up for retailers, and especially groceries providers, as higher prices drive profits. But the roads won’t be paved with gold to Woolies and Coles forever.

Nicki Bourlioufas | 7th Sep 2022 | More
  • Earnings season: ASX profits boomed by 56pc

    A dramatic reporting season saw over 40 per cent of companies surprise to the upside, less than 30 per cent disappoint and a third fall in line with expectations.

    Lachlan Buur-Jensen | 6th Sep 2022 | More
    Reporting Wrap: Treasury Wines & Transurban

    August reporting season is in full swing. Here we cover the FY22 results and future outlook for Treasury Wine Estates and Transurban.

    Lachlan Buur-Jensen | 19th Aug 2022 | More
  • Has Telstra restored its dividend stock status?

    With sufficient cash flow and an upwards earnings trajectory, Telstra’s dividend should continue to grow despite the departure of its CEO.

    Lachlan Buur-Jensen | 19th Aug 2022 | More
    Slowing US inflation keeps soft landing alive

    The bullish market reaction to the latest US inflation read, should come with a pinch of salt.

    Lachlan Buur-Jensen | 17th Aug 2022 | More
    There isn’t enough lithium to replace all fossil fuel cars

    Elon Musk once famously claimed, “lithium batteries are the new oil”. Yet lithium-ion batteries merely trade the oil problem for a lithium problem.

    Ishan Dan | 17th Aug 2022 | More
    August reporting season has profit margins and managing expectations in focus

    An action-packed month of record dividends, soaring energy prices and rising inflation are all expected to be key trends this earnings season.

    Ishan Dan | 10th Aug 2022 | More
    Federal Reserve commentary sparks a relief recovery in tech stocks

    Last week’s effort by the Federal Reserve to curb inflation by raising US rates by another 75 basis points will likely see inflation decline in 2023 and will likely tip the economy into recession.

    Ishan Dan | 29th Jul 2022 | More
  • GHG emissions reach new record high

    Emissions of carbon dioxide and other greenhouse gases struck a record level in 2021. The good news is that more institutional investors are adopting investment policies to combat climate change.

    Nicki Bourlioufas | 22nd Jul 2022 | More
    The view from the oasis of optimism

    Peter Berezin, chief global strategist at BCA Research, discusses his view of the US economy from an “Oasis of Optimism” on a recent Middle East trip.

    James Dunn | 22nd Jul 2022 | More
    Worried about volatility, dollar cost averaging key in choppy markets

    By following a simple practice known as dollar-cost averaging to buy shares or managed funds, investors can build holdings in assets in a non-emotional and disciplined way.

    Nicki Bourlioufas | 20th Jul 2022 | More