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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 | 8th Sep 2022 | More
The ongoing resilience of Australian private debt

Pete Robinson presents the case for Australian private debt using a supermarket chain case study.

Ishan Dan | 5th Sep 2022 | More
  • Fixed income bond indices prove problematic when assessing performance

    Atchison Consultants’ Kevin Toohey on why bond benchmarks only cover a slice of a diverse universe.

    Ishan Dan | 25th Aug 2022 | More
    Private equity and the liquidity boon for advisers

    The four pillars of private equity investment all bring unique characteristics to the table.

    Ishan Dan | 22nd Aug 2022 | More
  • Bubble spotting as much art as science: Ruffer

    The analysis required to distinguishing the hot from the irrationally over-heated is about more than numbers, according to Ruffer’s Lauren French.

    Tahn Sharpe | 22nd Aug 2022 | More
    ‘Whole portfolio liquidity’ takes on the alternatives challenge

    Alternatives don’t have to be African coal mines; in many cases they’re just normal assets like equity or business loans wrapped up in a private market structure.

    Drew Meredith | 22nd Aug 2022 | More
    Senior secured credit stands out as yields surge

    As inflation rises, senior secured loans offer a relatively undiscovered respite.

    Drew Meredith | 18th Aug 2022 | More
    Reporting Wrap: CSL, Redbubble & Magellan

    Earnings season is in full swing, with companies providing results from FY22 and outlooks for the year ahead. Here we summarise recent results of three popular ASX shares.

    Lachlan Buur-Jensen | 18th Aug 2022 | More
    Market snapback likely to be ‘short-lived’, short positions warranted: Sage

    With bad news priced in, long-short manager Sean Fenton is positive on returns.

    Drew Meredith | 18th Aug 2022 | More
  • ‘If we have to, we’ll drive the bus’: Putting money to work in the dislocation

    HMC Capital sees “fantastic opportunities” in current market dislocation.

    Staff Writer | 18th Aug 2022 | More
    A great way to play the booming natural gas market

    Longreach taps into the LNG market supported by projects in Texas & Oklahoma.

    Ishan Dan | 11th Aug 2022 | More
    Invesco’s Tarun Gupta explains how factor investing helps generate consistent alpha

    How a star quant analyst used his poker skills to take on calculated risks and deliver outstanding returns

    Ishan Dan | 8th Aug 2022 | More
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