Ashok Bhatia from Neuberger Berman shares insights with James Dunn from The Inside Network on ‘What is the outlook for credit over the medium term?”
ASX jumps despite RBA move, lithium, AMP spike higher The S&P/ASX200 (ASX: XJO) continued its strong recent run gaining 0.9 per cent on Wednesday behind strength in the materials (1.4 per cent) and financial sectors (1.2 per cent). The likes of BHP (ASX: BHP) and Rio Tinto (ASX: RIO) both rallied by more than 1 per cent despite further falls in the iron…
ASX weakens on RBA announcement, Netwealth lobs Praemium offer, Goodman upgrades Outside of the Melbourne Cup, the Reserve Bank of Australia garnered all the attention today with a range of ‘experts’ predicting rate hikes may be brought forward and yield curve control would be abandoned. As usual, they were only partially right, with the Board keeping rates on hold…
ASX starts November with a bang, Westpac tanks but delivers buy back The S&P/ASX200 (ASX: XJO) started the month of November on a positive note, gaining 0.6% as a bout of confidence swept global markets. Every sector finished higher barring financials, which fell 0.5% after Westpac (ASX: WBC) delivered a weaker than expected result. The highlights were in the communications sector, which…
Richard Quin from Bentham Asset Management shares insights with Peter White from The Inside Network on ‘Where are the best opportunities in credit markets at the moment?’
Sebastian Evans from NAOS Asset Management shares insights with Peter White from The Inside Network on ‘In the instance of a poor investment, what is your exit strategy?’
ASX finishes lower, but another positive month, Macquarie profit doubles The S&P/ASX200 (ASX: XJO) finished the week and the month of a negative note, falling 1.4% after an unexpected spike in bond yields hit sentiment on Friday afternoon. The biggest pain naturally came from the real estate and financial sectors, both down 2% or more, after a number of ‘experts’…
ASX weakens on energy sell off, Boral jumps as Pointsbet tanks The S&P/ASX200 (ASX: XJO) finished 0.2% lower on Thursday dragged down by the energy sector, which fell by 2% after the coal price continued to fall significantly. A nuclear accord between the EU and Iran was also cited as a reasoning for the weaker oil price. Boral (ASX: BLD) overcame weakness in…
Sebastian Evans from NAOS Asset Management shares INSights with Peter White from The Inside Network on ‘How do you plan to remain competitive as more enter this small-cap space?’
Andre Roberts from Invesco goes INDepth with James Dunn from The Inside Network on ‘Fundamental vs factor – a new paradigm for equities?’