Narrowing US share gains, Falling global inflation, Govs making RBA's job harder, Nuclear

Stock Watch
21/06/2024 15:40:00

21 Jun 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.

Winston's Weekly: Office transactions reset valuations

Stock Watch
21/06/2024 11:34:00

21 Jun 2024 - Winston Sammut, the Director Property of Euree Asset Management, gives his weekly take on the REITs sector.

What Saudi oil can tell us about the gold price

Stock Watch
21/06/2024 10:09:00

21 Jun 2024 - Fairmont Equities Managing Director Michael Gable discusses the gold price.

Is investing in gaming... worth the gamble?

Stock Watch
19/06/2024 16:35:00

19 Jun 2024 - Fund Manager Chris Pedersen discusses Steadfast Group (ASX:STF), Australian Stock Exchange (ASX:ASX), Light & Wonder (ASX:LNW)

RBA holds at 4.35%, but with more hawkish language, June qtr inflation data will be key

Stock Watch
19/06/2024 06:59:00

19 Jun 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the cash rate.

Not another Eurozone crisis! The rise of the far right in Europe, the French election

Stock Watch
19/06/2024 06:50:00

19 Jun 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses implications for investors from the EU parliamentary elections.

Winston's Weekly: Outcome of US Fed meeting

Stock Watch
14/06/2024 13:00:00

12 Jun 2024 - Winston Sammut, the Director Property of Euree Asset Management, gives his weekly take on the REITs sector.

Three charts that indicate great trading opportunities

Stock Watch
14/06/2024 10:24:00

14 Jun 2024 - Fairmont Equities Managing Director Michael Gable discusses three charts on trading.

Analysis of Viva Leisure, Skycity, Life360

Stock Watch
12/06/2024 14:00:00

12 Jun 2024 - Fund Manager Chris Pedersen discusses Viva Leisure, Skycity Entertainment Group and Life360.

Shares up/bond yields down, GDP close to stalling, Wages growth slowing, Fed signals easing

Stock Watch
07/06/2024 16:43:00

07 Jun 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.

Winston's Weekly: Benchmark rate cuts for Canada and Europe

Stock Watch
07/06/2024 11:00:00

07 Jun 2024 - Winston Sammut, the Director Property of Euree Asset Management, gives his weekly take on the REITs sector.

Analysis of JB Hi-Fi, Judo Capital, Ramsey Health Care

Stock Watch
07/06/2024 04:35:00

06 Jun 2024 - Fund Manager Chris Pedersen discusses JB Hi-Fi, Judo Capital Holdings and Ramsey Health Care.

Annual growth rate slowest since early 1990s recession (excluding pandemic years)

Stock Watch
05/06/2024 15:09:00

05 Jun 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the growth rate.

Home prices rose 0.8% in May - supply shortfall outweighs high rates but wide divergence in gains

Stock Watch
03/06/2024 07:12:00

03 Jun 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses home prices.

Shares under pressure from bond ylds, US election, RBA likely to cut, FWC wage decision, Mar qtr GDP

Stock Watch
01/06/2024 06:23:00

01 Jun 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.

Winston's Weekly: The month in review

Stock Watch
31/05/2024 11:30:00

31 May 2024 - Winston Sammut, the Director Property of Euree Asset Management, gives his weekly take on the REITs sector.

The US presidential election - implications for investors and Australia

Stock Watch
29/05/2024 13:47:00

29 May 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the US election.

Inflation everywhere on everything

Stock Watch
29/05/2024 12:10:00

29 May 2024 - Fund Manager Chris Pedersen discusses inflation, the rising costs of utility bills, the rising cost of fast food, and the comeback of the UK economy.

Global PMIs up, Rate worries, but US shares up, What is gold telling us?, National wage decision

Stock Watch
27/05/2024 11:00:00

27 May 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.

Winston's Weekly: US, UK and Aussie interest outlook

Stock Watch
24/05/2024 11:22:00

24 May 2024 - Winston Sammut, the Director Property of Euree Asset Management, gives his weekly take on the REITs sector.

Analysis of James Hardie Industries, Aristocrat Leisure, GrainCorp and Telstra Group

Stock Watch
22/05/2024 14:37:00

22 May 2024 - Fund Manager Chris Pedersen discusses James Hardie Industries, Aristocrat Leisure, GrainCorp and Telstra Group and copper.

An overview of manganese

Stock Watch
22/05/2024 13:43:00

22 May 2024 - We estimate the total world manganese ore production to be approximately 60 million tonnes, or 20 million tonnes in manganese equivalent, accounting for differences in ore grades. Manganese ore specifications typically range from 30% to 44%. Grades lower than this specification would require additional treatment to concentrate the ore further to meet the midstream Silicon Manganese producers' specification requirements.

The next move in the RBA cash rate likely remains down later this year

Stock Watch
21/05/2024 14:54:00

21 May 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the cash rate.

Trip Insights: Asia

Stock Watch
21/05/2024 14:21:00

21 May 2024 - This was our first trip post COVID to Asia and was a particularly unique trip given the events between visits. Click here to visit the 4D Infrastructure website. https://www.4dinfra.com/

Investment Perspectives: Important charts for data centre investors right now

Stock Watch
21/05/2024 13:46:00

21 May 2024 - The lure of gaining exposure to the mega-themed Artificial Intelligence (AI) boom via the stability of real estate has attracted operators and investors alike. Click here to visit the Quay Global Investors website. https://www.quaygi.com/