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Latest
Buy Hold Sell
Alternatives In Focus
Series
Alternatives in Focus
Buy Hold Sell
Fund in Focus
Income Series
Livewire Live
Meet The Investor
Rapid Fire
Signal or Noise
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Views from the Top
Categories
Asset Allocation
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Daily Report
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semis
Latest news and analysis on semis
Funds
June 29, 2023 13:56
AI returns continue to roll
Semiconductor rebound drives performance
LPGD
Loftus Peak Global Disruption Fund (Managed Fund)
ASX:LPGD
Followed by
10
people
LPGD
Loftus Peak Global Disruption Fund (Managed Fund)
ASX:LPGD
Followed by
10
people
Alex Pollak
Loftus Peak
June 29, 2023 13:56
Macro
March 27, 2023 16:47
Options for budget repair for the new NSW government
Fiscal repair will be a priority for the new government given still-large deficits will propel already substantial debt even higher.
Kieran Davies
Coolabah Capital
March 27, 2023 16:47
Fixed Income
March 17, 2022 16:15
State bonds increasingly becoming a safe haven asset and credit hedge
Bank traders have frequently reported AA to AAA rated State government bonds (or semis) have been increasingly behaving like a "safe-haven" asset as the spreads they...
Christopher Joye
Coolabah Capital
March 17, 2022 16:15
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Fixed Income
January 25, 2022 12:21
State government bonds transition from RBA QE to bank QE in 2022 and beyond...
Since 2014, banks have typically bought a large chunk of all new State government bond ("semi") issuance, with a peak of 49% in 2020. Our analysis suggests that as a...
Dr Stephen Parker
Coolabah Capital
January 25, 2022 12:21
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