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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.
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

Dec 1, 2020
Dec 1, 2020
4 min
ASX still suffering from outages.
Treasury Wine Estates to fast-track its trade diversification strategy.

Nov 28, 2020
Nov 28, 2020
5 min
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

Nov 26, 2020
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.

Nov 25, 2020
Nov 25, 2020
5 min
MySuper's proposed benchmarks causing consternation among asset managers. Fantastic Furniture IPO.

Nov 24, 2020
Nov 24, 2020
6 min
Multinationals to get tax break.
60:40 mutual fund rebal to cause sell-off.
Virgin's market share may shrink to just 21%.

Nov 21, 2020
Nov 21, 2020
4 min
Copper at a two-year high.
Multi-factor funds falling out of favour.

Nov 20, 2020
Nov 20, 2020
5 min
Bitcoin is back!
Seek's short seller appears to have failed.
Buffet buys into vaccines.

Nov 20, 2020
Nov 20, 2020
5 min
Bitcoin is back! Seek's short seller appears to have failed. Buffet buys into vaccines.

Nov 19, 2020
Nov 19, 2020
5 min
Will Australian super funds all become index trackers?
Priming is smashing covenant-light loans.
