ASX still suffering from outages. Treasury Wine Estates to fast-track its trade diversification strategy. (Audio Edition)
ASX still suffering from outages. Treasury Wine Estates to fast-track its trade diversification strategy.
Nov 30, 2020•5 min
Australian Early Finance Briefing
Being first matters.
Start your day with a compact briefing containing the information and data that matters.
Find out what to watch for in the day ahead and the key issues facing markets, individual companies, the economy and society.
Delivered by Nick Hurley, CFA, former portfolio manager at J. P. Morgan.
Episodes
The Energy and Bank heavy ASX outperforms global markets in November. China's attempts at economic coercion against Australia a great opportunity to diversify. (Audio Edition)
The Energy and Bank heavy ASX outperforms global markets in November. China's attempts at economic coercion against Australia a great opportunity to diversify.
Nov 27, 2020•6 min
USD to weaken 20%: Citi. (Audio Edition)
USD to weaken 20%: Citi.
Nov 26, 2020•4 min
Aust Banking Association lays out a strong case for watering-down of lending laws. CFA Institute under fire for ESG disclosure standards. (Audio Edition)
Aust Banking Association lays out a strong case for watering-down of lending laws. CFA Institute under fire for ESG disclosure standards.
Nov 25, 2020•5 min
MySuper's proposed benchmarks causing consternation among asset managers. Fantastic Furniture IPO. (Audio Edition)
MySuper's proposed benchmarks causing consternation among asset managers. Fantastic Furniture IPO.
Nov 24, 2020•5 min
Multinationals to get tax break. 60:40 mutual fund rebal to cause sell-off. Virgin's market share may shrink to just 21%. (Audio Edition)
Multinationals to get tax break. 60:40 mutual fund rebal to cause sell-off. Virgin's market share may shrink to just 21%.
Nov 23, 2020•6 min
Copper at a two-year high. Multi-factor funds falling out of favour. (Audio Edition)
Copper at a two-year high. Multi-factor funds falling out of favour.
Nov 20, 2020•5 min
Bitcoin is back! Seek's short seller appears to have failed. Buffet buys into vaccines. (Video Edition)
Bitcoin is back! Seek's short seller appears to have failed. Buffet buys into vaccines.
Nov 19, 2020•5 min
Bitcoin is back! Seek's short seller appears to have failed. Buffet buys into vaccines. (Audio Edition)
Bitcoin is back! Seek's short seller appears to have failed. Buffet buys into vaccines.
Nov 19, 2020•5 min
Will Australian super funds all become index trackers? Priming is smashing covenant-light loans. (Video Edition)
Will Australian super funds all become index trackers? Priming is smashing covenant-light loans.
Nov 18, 2020•5 min
Will Australian super funds all become index trackers? Priming is smashing covenant-light loans. (Audio Edition)
Will Australian super funds all become index trackers? Priming is smashing covenant-light loans.
Nov 18, 2020•5 min
BofA Global Investor Survey: Extreme Bullish. ABS payroll data very positive. (Video Edition)
BofA Global Investor Survey: Extreme Bullish. ABS payroll data very positive.
Nov 17, 2020•5 min
BofA Global Investor Survey: Extreme Bullish. ABS payroll data very positive. (Audio Edition)
BofA Global Investor Survey: Extreme Bullish. ABS payroll data very positive.
Nov 17, 2020•5 min
ASX technical glitch a national embarrassment. RBA keeping AUD down and watching divergent property markets. (Video Edition)
ASX technical glitch a national embarrassment. RBA keeping AUD down and watching divergent property markets.
Nov 16, 2020•8 min
ASX technical glitch a national embarrassment. RBA keeping AUD down and watching divergent property markets. (Audio Edition)
ASX technical glitch a national embarrassment. RBA keeping AUD down and watching divergent property markets.
Nov 16, 2020•8 min
Why do value stocks outperform following presidential inaugurations? Retail investors outperform hedge funds. (Audio Edition)
Why do value stocks outperform following presidential inaugurations? Retail investors outperform hedge funds.
Nov 13, 2020•7 min
Telstra 📞 splitting into three. SPACs come under fire from Muddy Waters. (Audio Edition)
Telstra 📞 splitting into three. SPACs come under fire from Muddy Waters.
Nov 12, 2020•7 min
Is Australia 🇦🇺 really behaving any better in its trade dispute with China 🇨🇳? Active fund management disappoints again. (Audio Edition)
Is Australia 🇦🇺 really behaving any better in its trade dispute with China 🇨🇳? Active fund management disappoints again.
Nov 11, 2020•8 min
Flight Centre ✈️ getting Goldman to bookrun a convertible bond. J.P. Morgan claim we're entering a nirvana for equities. (Video Edition)
Flight Centre ✈️ getting Goldman to bookrun a convertible bond. J.P. Morgan claim we're entering a nirvana for equities.
Nov 10, 2020•7 min
Flight Centre ✈️ getting Goldman to bookrun a convertible bond. J.P. Morgan claim we're entering a nirvana for equities. (Audio Edition)
Flight Centre ✈️ getting Goldman to bookrun a convertible bond. J.P. Morgan claim we're entering a nirvana for equities. (Audio Edition)
Nov 10, 2020•7 min
Despite popular commentary, trade with China 🇨🇳 is booming. Chinese solar ☀️ and wind share rally after Biden win. Pfizer vaccine 💉 90% effective. (Video Edition)
Despite popular commentary, trade with China 🇨🇳 is booming. Chinese solar ☀️ and wind share rally after Biden win. Pfizer vaccine 💉 90% effective.
Nov 09, 2020•9 min
Despite popular commentary, trade with China 🇨🇳 is booming. Chinese solar ☀️ and wind share rally after Biden win. Pfizer vaccine 💉 90% effective. (Audio Edition)
Despite popular commentary, trade with China 🇨🇳 is booming. Chinese solar ☀️ and wind share rally after Biden win. Pfizer vaccine 💉 90% effective.
Nov 09, 2020•9 min
Exciting times for domestic aviation 🛫. ESG flows keep coming. (Video Edition)
Exciting times for domestic aviation 🛫. ESG flows keep coming.
Nov 06, 2020•6 min
Exciting times for domestic aviation 🛫. ESG flows keep coming. (Audio Edition)
Exciting times for domestic aviation 🛫 . ESG flows keep coming.
Nov 06, 2020•6 min
What's going on with the Nasdaq melt-up? Victoria to get Australia's biggest battery 🔋. SPACs getting on the nose. (Video Edition)
What's going on with the Nasdaq melt-up? Victoria to get Australia's biggest battery 🔋. SPACs getting on the nose.
Nov 05, 2020•8 min
What's going on with the Nasdaq melt-up? Victoria to get Australia's biggest battery 🔋. SPACs getting on the nose. (Audio Edition)
What's going on with the Nasdaq melt-up? Victoria to get Australia's biggest battery 🔋. SPACs getting on the nose.
Nov 05, 2020•8 min
Australia to diversify vaccine portfolio. Retail sales rebound bodes well for Victoria. Merger arb not as risky as '08. (Video Edition)
Australia to diversify vaccine portfolio. Retail sales rebound bodes well for Victoria. Merger arb not as risky as '08.
Nov 04, 2020•7 min
Australia to diversify vaccine portfolio. Retail sales rebound bodes well for Victoria. Merger arb not as risky as '08. (Audio Edition)
Australia to diversify vaccine portfolio. Retail sales rebound bodes well for Victoria. Merger arb not as risky as '08.
Nov 04, 2020•7 min
RBA QE announcement: what was expected and what came as a surprise? Quant funds are suffering. (Video Edition)
RBA QE announcement: what was expected and what came as a surprise? Quant funds are suffering.
Nov 03, 2020•6 min
RBA QE announcement: what was expected and what came as a surprise? Quant funds are suffering. (Audio Edition)
RBA QE announcement: what was expected and what came as a surprise? Quant funds are suffering.
Nov 03, 2020•6 min