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Daily Report

The Match Out: ASX struggles above 7500 (again), Supermarkets rally, Megaport (MP1) tanks

The market was supported early on however a flow of negative company updates (generally at the smaller end) and a softer-than-expected Retail Sales print at 11.30am...
James Gerrish
Market Matters
Equities

Time to pay attention

With one of the toughest of investment years now behind us, it’s time to look at the road ahead, its tailwinds and potential pitfalls.
Magellan Financial Group
Magellan
Education

Offering solutions in a complex and evolving energy market: stock in focus – SSE

Infrastructure will play a pivotal role in global efforts to decarbonise energy while improving security at an affordable price.
Andrew Maple-Brown
Maple-Brown Abbott
Macro

The fixed-rate mortgage tsunami hitting the Australian consumer in 2023

The ASX All Ordinaries Index is up 8.0% since the beginning of the year. And, in contrast to its performance over the past 12 months, the ASX Small Ordinaries Index is...
Steve Johnson
Forager
Macro

The nuclear bomb that would change the face of modern finance (and your portfolio), if it goes off

The US just passed its debt limit. If that limit isn't raised, the global economy could go into free-fall.
David Thornton
Livewire Markets
Equities

The WA copper miner poised for a global breakout

With new offshore assets ramping up and booming copper demand in the decades ahead, the future looks bright for Sandfire Resources.
Glenn Freeman
Livewire Markets
Equities

Seven reasons why Australian shares are likely to outperform global shares over the medium term

AMP's Chief Economist Shane Oliver states the case for why the ASX is in for a better time than its overseas counterparts.
Shane Oliver
AMP
Equities

My top picks in the resources sector

In this video David Buckland and I discuss how the reopening of China is having a positive impact on the resources sector, specifically copper. The Montgomery Small...
Gary Rollo
Montgomery
Daily Report

S&P 500 and Nasdaq lower, Fed and megacap earnings jitters, ASX to fall

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Daily Report

The Match Out: Tech rallies but market struggles, CBA hits $110, Lynas (LYC) impresses at 2Q

For the third straight session, the ASX rallied through the 7500 level but failed to hold it to the close as profit takers sell into the early session strength....
James Gerrish
Market Matters
Macro

January Podcasts: Megatrends 2023, What's Instore For 2023?, Fundamental Bears vs Technical Bulls and Early Reporting Season Indications and Valuation Roundup

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Commodities

Why we will vote against the BHP offer for Oz Minerals

A rally in global copper stocks makes the BHP offer for Oz Minerals look inadequate.
David Franklyn
Argonaut Funds Management
Equities

6 stocks for a full portfolio reset in 2023

2022 was a wildly volatile year. So, is now a good time for a full portfolio reset? Find out in the latest episode of Buy Hold Sell.
Buy Hold Sell
Livewire Markets
Property

Structural tailwinds favour this side of property, says Charter Hall

In a challenging property market, Charter Hall delivered positive returns. We learn why from Direct CEO, Steven Bennett.
Sara Allen
Livewire Markets
Investment Theme

AI ChatGPT – the next great hype cycle?

Portfolio manager Alison Porter discusses the development of ChatGPT and the implications of its release on the tech sector.
Alison Porter
Janus Henderson
Commodities

The three reasons behind the gold rally

Gold prices are near all-time highs while shares and bonds have struggled. GlobalX's David Tuckwell explores the reasons why.
David Tuckwell
Global X ETFs Australia
Property

A parma, a pint, and a profit

There is much written about office, industrial, and retail property; however, the proliferation of specialised real estate investment trusts (REITs) is also...
Stuart Cartledge
Phoenix Portfolios
Macro

Why this year’s rally is not a bear market rally (and what it means for equities)

Last year’s equity drawdown was NOT the recession bear market. And this year’s rally is NOT a bear market rally. That bodes well for 2023.
Isaac Poole
Oreana Financial Services
Daily Report

Morning Wrap: S&P 500 higher as tech stocks jump, ASX set to rise

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Equities

A delayed reckoning

Equity markets had momentum coming into 2023, but has the economic data now become too bad for investors to ignore?
Neuberger Berman
Neuberger Berman