latest wires

The negative effects of inflation will persist for longer than many expect, but so will the commodity-linked uplift for companies in Industrials and other sectors,...

This month’s bogey was European inflation, which was up to 9.1% for the 12 months to August, so still increasing. Energy and food prices drove this rise, courtesy of...

Before the war in Ukraine, the phrase on infrastructure investors’ lips was ‘the energy transition’. Now, it is energy security and energy affordability, which...

Markets are shattering records all over the world and in every asset class. Although the decline in US equities is not near the long-run average for bear markets...

I would have thought the economics field (which was so confident in secular stagnation) would be more vocal about the eventual return to 2% for US 10s, from rates...

Liquidity is a fair-weather friend. It's there for the good times, but absent without leave when market volatility hits. For Chris Wallis, CIO at Vaughan Nelson...

Mike Tyson once said, before a big fight, ‘everyone has a plan until they get punched in the mouth’. On the battlefield, the same sentiment is conveyed by the adage...

The docile bond market of the past 20+ years is gone. As many professional managers, allocators and advisors have been burned this past year, we expected...

Tim Gerrard is one of the lucky ones, having spent his early years fly fishing in the majestic fiords and rushing rivers of the pristine "deep south" of New Zealand....

When will the stock market bottom? After a savage sell-off, particularly in the US, many investors are wondering when stocks will find a floor and begin their...

We're entering a new age courtesy of technology. Personalisation and automation is the name of the game and it's going to be life-changing. But with technology...

In March, QVG Capital presented a webinar which talked about, among other things, the proportion of unprofitable companies entering the ASX300. At the time we noted...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

The RBA’s latest interest rate rise - which takes the cash rate to 2.35%, the highest level since 2014 – further highlights the challenges facing the property...

Investors could be forgiven for looking back on the pandemic years of 2020 and 2021 with fond memories. After the initial shock in February-March 2020, it was a...

Stocks snapped a 3-day losing streak today that had seen the ASX 200 pullback -371pts / 5.5%, back down testing the June lows, off 12% this calendar year to date....

There are probably few people better placed to comment on the prospect of mortgage stress than the founders of Brisbane-based Gryphon Capital. Who? I hear you ask....

The good news is that there is evidence that the great Aussie housing crash is stabilising in the vanguard cities of Sydney and Melbourne. As the first chart below...