Markets
Old School US Consumer Giants: Uncool, but No Fools
They might not be as “sexy” as some of the other companies out there, but consumer giants Coca-Cola, McDonalds, Kraft Heinz and Starbucks are showing they can still hold their own, come what may.
Read MoreThe Week that Was – October 25-29, 2021
We understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.
Read MoreEV Converts Keep on Truckin’ Despite Chip Shortage
Four of the world’s major carmakers are confident their renewable ambitions remain on track despite the current shortage of computer chips, a situation some say could last for another year or more.
Read MoreThe End of the Super Cycle Bull Market in Bonds
In his regular Insights column, AMP Capital’s Dr Shane Oliver looks at the recent pullback in investment markets on the back of rising bond yields and renewed uncertainty regarding the outlook.
Read MoreMacquarie Looking to Capitalise on Strong Profits
Macquarie Group isn’t worried about the prospect of rising interest rates, hitching a $1.5 billion capital raising to a very solid interim result of a $2.04 billion net profit.
Read MoreMega Shock as Apple, Amazon Disappoint
The US megatech sector took two body blows on Thursday with weaker than forecast third quarter performances by the two giants – Apple and Amazon.
Read MoreThe Three Big Topics Dominating Global Equity Markets
Three key issues – inflation, the power crunch, and China’s economy – reverberated during the third quarter of 2021 and continue to present a complex backdrop for global equity investors.
Read MoreNewcrest Untroubled by Production Blip
Newcrest says it produced less gold, copper and silver during its first fiscal quarter because of mostly planned maintenance and upgrade work, but expects output to improve this quarter.
Read MoreANZ Defies Critics with Strong Earnings Report
For all the silly business media talk to the contrary, the bottom line is that ANZ has emerged from two years of pandemic hit lockdowns and disruptions in good shape and looking prudently run.
Read MoreShop Talk: COL, JBH, API
Not easy to make a dollar in the retail space over the past couple of years. Here’s how three of the majors are faring: Coles Group, JB Hi-Fi, and Australian Pharmaceutical Industries.
Read MoreThe Devil’s in the Detail for Fortescue
Investors missed the important news of a sharp fall in average prices buried in the Fortescue quarterly report, focusing instead on the headline of record exports of 45.6 million tonnes for the period.
Read MoreThe Top 5 of Emerging Markets
Investors generally understand the importance emerging markets (EM) have had on our global economy, but this in not reflected in portfolios. Here are the top five reasons investors should consider EM.
Read MoreECHOiQ – AI delivered data for cardiac diagnostics
Andrew Grover – Executive Chairman – Houston We Have uses proprietary software, data, technology and mathematics to help humans make better decisions, especially when most at risk.
Read MoreLunch Report: Aussie stocks in red but off this morning’s lows
The Australian sharemarket is a touch lower after a couple of hours of trade, with the mining sector weighing most heavily.
Read MoreTeck Paints Rosy Picture for Global Mining Sector
Canadian miner Teck Resources has given us a good idea of the bonanza September is turning out to be for some lucky mining companies and that October won’t be far behind.
Read MoreMorning Report: ASX 200 set to open lower
The Dow Jones index fell by 266 points or 0.7%. And the S&P 500 index lost 0.5%, slipping from record highs. But the Nasdaq index closed little changed.
Read MoreIncome Plus Growth: Global REITs Offer the Best of Both Worlds
The search for yield is a perennial one. But, APN Property’s Mark Mazzarella argues, with rates at record lows, investors could be well rewarded to broaden their field of view to include Global REITs.
Read MoreGruyere Remains a Rich Vein for Gold Road
Gold Road Resources and Goldfields have revealed ambitious plans to extend the life of their Gruyere gold mine in WA, making it one of the deepest open cut gold mines in Australia.
Read MoreInflationary Pullback Soothes the Savage Beasts for Now
Headline inflation fell sharply in the September quarter to an annual rate of 3% from the previous 3.8% reading that saw an outbreak of doomsaying about the cost of living and interest rates.
Read MoreA2 Left on the Doorstep in NZ Dairy Boom
Returns to the NZ dairy industry are close to record highs and yet shares in a2Milk slumped more than 12% at one stage on Wednesday as it became clear the company was being left behind in the boom.
Read MoreMagellan High Conviction Strategy Update
Magellan Portfolio Manager Chris Wheldon provides an update on Magellan’s High Conviction Strategy, discusses the recent news involving Facebook and outlines why he still likes the outlook for Alibaba.
Read MoreWoolies Numbers Register Poorly with Investors
Investors were not enthused about Woolworths’ September quarter update, despite the numbers looking good on paper thanks in part to another surge in online sales to a new high.
Read MoreMegatech Megaprofits Roll On
More confirmation on Tuesday that, for the megatechs, the three months to September were pretty good – even discounting the growing concerns about Facebook.
Read MoreMorning Report: ASX 200 set for flat start ahead of inflation data
The Dow Jones index rose by 16 points or less than 0.1% to record highs. The S&P 500 index rose by 0.2% to record highs. And the Nasdaq index rose by 9 points or 0.1%.
Read MoreRBNZ to Ditch Bonds of High-Emission Countries
The Reserve Bank of New Zealand said in a statement on Tuesday that it intends to cut its holdings of bonds issued by big carbon emitters such as Australia and Canada in coming years.
Read MoreIs Your ETF Diversified Enough?
Diversification still matters for exchange traded funds (ETFs), even though they have it built in through holding multiple stocks. However, there is more to ETF diversification than meets the eye.
Read MoreResource Nuggets: GOR, MIN, PLS, OSH
Plenty of news from the resources sector on Tuesday, here are the details of key announcements made by Gold Road Resources, Mineral Resources, Pilbara Minerals and Oil Search.
Read MoreVic Commission Puts Crown, Packer on Notice
Amid all the criticism in the Victorian commission into Crown Resorts one fact dominates: Crown is not only too big to fail, it generates too much revenue to have its licence taken away.
Read MoreThe Journey to Net Zero
If we want to live up to the admirable ambition from both corporations and governments of achieving the target of net zero carbon emissions, we have a long way to go, and we need to get a move on.
Read MoreAin’t No Sunshine from Mother Nature for Suncorp
In just four months, insurer Suncorp has already chewed up half its June 30 allowance for natural hazard claims, after a run of storms in October as well as the Victorian earthquake.
Read MoreEvening Report: Third flat finish in four days for the Aussie market
The Australian sharemarket finished flat for a third time in four days ahead of tomorrow’s key inflation update. Casino operators and lithium producers rose strongly.
Read MoreAmpol Plugged by Restricted Movements
Oil refiner and fuel distributor Ampol says its sales slumped thanks to the lockdowns across NSW and Victoria shut borders and curbed travel, with volumes down sharply from previous periods.
Read MoreTesla Market Cap Tops $1 Trillion
Facebook shares rose as investors overlooked weak quarterly numbers but the real star on Wall Street was Tesla, which topped the $US1 trillion mark for the first time ever.
Read MoreMorning Report: ASX 200 set for gains on Tuesday
US markets ended at record highs, having recovered from a patchy start. The Dow rose 0.2% to record highs. The S&P 500 rose by 0.5% to record highs & the Nasdaq rose by 0.9%.
Read MoreTrading Tidbits: WPL, AST, APA, NCK, HUO, SIQ
A busy news day for the ASX on Monday, with Woodside, AusNet, APA, Nick Scali, Huon Aquaculture and Smartgroup all making key announcements to the market. Here are the details.
Read MoreNZ Throws Down Gauntlet on Climate Change
So what will Australia’s four biggest banks and major companies do now after the NZ Parliament passed a law last week making reporting on climate risks mandatory in two years’ time?
Read MoreMinRes to Reopen Wodgina Lithium Mine
Mineral Resources and its huge US partner Albermarle have bowed to the inevitable and will re-open the lithium mine they own in the Pilbara and an associated processing plant at Kemerton.
Read MoreWhy Balancing Risk and Return Is Crucial in Generating Income
Mihkel Kase discusses some of the pitfalls to avoid when chasing higher returns and how the Schroder Absolute Return Income Fund can help generate valuable defensive income without unnecessary risk exposure.
Read MoreOrigin Cashes In Some LNG Chips for $2 Billion
Origin Energy has raised more than $2 billion from the sale of part of its stake in a big Queensland LNG plant, taking advantage of high demand and prices for the compressed natural gas.
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