My Profile
Edit Profile
My Follows
My Wires
My Drafts
Analytics
Email Preferences
Sign Out
home
most popular
Latest
Buy Hold Sell
Alternatives In Focus
Series
Alternatives in Focus
Buy Hold Sell
Expert Insights
Fund in Focus
Income Series
Listed Series
Livewire Live
Meet The Adviser
Meet The Investor
Outlook Series
Rapid Fire
Reporting Season
Signal or Noise
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Undiscovered Funds
Views from the Top
Categories
Asset Allocation
Commodities
Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
Private Assets
Property
Weekend Report
Contributors
Find Funds
Newsletter
About Livewire
Advertising
Careers
Contact Us
Write a Wire
Notifications
Loading...
Write a wire
Account
My profile
My follows
My wires
My drafts
Analytics
Email preferences
Company
About Livewire
Advertising
Contact us
Sign out
Sign In
Join Free
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
Commodities
Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
Private Assets
Property
Weekend Report
Find funds
Newsletter
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
11
people
LPGD
Loftus Peak Global Disruption Fund (Managed Fund)
ASX:LPGD
Followed by
11
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
Advertisement
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
4
most
popular
Equities
Decade of excellence: 10 years of outstanding performance for L1 Capital’s Long Short Fund
Chris Conway,
Livewire Markets
Equities
The 7 zombie companies lurking on the ASX 300
Ally Selby,
Livewire Markets
Equities
Buy Hold Sell: 5 of the ASX's fastest growing small
caps
Buy Hold Sell,
Livewire Markets
Equities
Buy Hold Sell: The best and worst investment ideas from 5 ASX
sectors
Buy Hold Sell,
Livewire Markets
view all
Advertisement