With so many economies and businesses on their knees, numerous market commentators are pessimistic about the near-term future of global share markets.  But Macquarie Bank’s Chief Economist and Global Head of Macro Strategy, Ric Deverell, is not one of them. He’s just released a chart pack that offers three reasons to be optimistic. Continue…

by Roger Montgomery Posted in Market commentary.

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Since the market bottomed in late March, the S&P/ASX Small Ordinaries Index has soared over 40 per cent. E-commerce and technology-oriented stocks have done much of the heavy lifting and left nearly everything else in their wake. Gary Rollo joined Matthew Kidman and Chris Stott on Livewire’s Buy Hold Sell to discuss whether it’s time for investors to make a big portfolio pivot into the small caps.

by Gary Rollo Posted in On the Internet.

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As you’ve no doubt noticed, the news these days is awash with reports of social unrest across the world. It’s prompted Deutsche Bank’s global strategists to argue that we’ve entered the Age of Disorder. They point to six major trends that, together, support their thesis – and which could have a big impact on equity returns in coming years. Continue…

by Andreas Lundberg Posted in Market commentary.

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The team at Uniti Group must have been close to breaking out the champagne on another well executed transaction – detailed here – when the $130 billion First State Superannuation Fund threw a spanner in the works by bidding $5.85 per share or $610 million for OptiComm Limited. Continue…

by David Buckland Posted in Companies, Stocks We Like.

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The Buy Now Pay Later (BNPL) industry has exploded in Australia in recent years. The space has been admirably led by the Nicholas Molnar, who founded Afterpay Holdings Limited (ASX: APT) in early-2014 after designing the company’s business model from the back of his commerce lectures at the University of Sydney. At its recent high of $96 per share, APT reached a market capitalisation of A$27 billion. Continue…

by David Buckland Posted in Companies, Editor's Pick.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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One of the big winners emerging from the recent reporting season has been higher quality, small-cap retail stocks. These companies have benefited from increased spending in goods and durables, as spending generally ear-marked for services (including transport and travel) reduced with lockdown measures – i.e. “higher share of wallet.” Continue…

by Joseph Kim Posted in Companies, Consumer discretionary, Stocks We Like.

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