Bell Direct Magazine

By Bell Direct | A selection of articles related to the Australian market, curated by Head Equities Analyst Julia Lee

Is there more in store for investors in 2018?

BT Investment Management’s Crispin Murray, Vimal Gor, Peter Davidson and Ashley Pittard provide a summary of the key drivers of investment markets in …

Finance

Histomap: Visualizing the 4,000 Year History of Global Power

on December 2, 2017 at 11:55 am<p>Shares 0<p>Imagine creating a timeline of your country’s whole history stretching back to its inception.<p>It would be no …

Infographics

Monthly review - Market insights | Insights | BDTV

Markets

Australian Banking Sector: Royal Commission announced

Process fast-tracked, findings due by 1 February 2019: The government has announced a royal commission into the banking sector. This followed a …

Banking

Buy Hold Sell: 5 emerging leaders

ASX

Education

I was asked about a stock called Cochlear this week. A client was thinking of buying it. You have probably heard of it, if you are one of their …

Investing

Infographic: The Most Valuable Companies in America Over 100 Years

How much does the business world shift in a century?<p>Today’s visualization comes from HowMuch.net, and it uses Forbes data to show how the list of the …

Sears Canada

Buy Hold Sell: 5 out-of-favour stocks

YouTube

October Monthly Review

Wilson and Aitken dissect Telstra

There was a time when Telstra was a staple of almost every Australian investor’s portfolio. Stable earnings and a big fully-franked yield meant that …

Global Equity Strategy: A ready reference for investing offshore

Buy Hold Sell: Wilson vs Aitken – Mining & Energy

In this episode of Buy Hold Sell Matthew Kidman from Centennial Asset Management asks Geoff Wilson from Wilson Asset Management and Charlie Aitken …

Education

The Dutch central bank governor (Klaas Knot - who is also a governor on the ECB) delivered the DNB's (Dutch National bank) biannual financial …

Separating the hype from the fundamentals

Telstra Revisited

When Merlon was established in 2010 and we first formally reviewed Telstra, the stock was trading at $2.64. The top down (and perhaps consensus) view …

Resources Stocks: What's The Problem?

2017 is the first year of global synchronised growth post 2011 and 2018 is expected to at least extend the positive global momentum, so why haven't …

Buy Hold Sell: 5 hot small-caps

Seeking stable returns in an uncertain market

Australian Dollar: Is now the time to hedge?

We believe that global diversification should be at the core of each investor’s strategy. A globally diversified portfolio is likely to be better …

What's hurting your hip pocket?

With all the focus on the headline CPI each quarter, it’s easy to forget that it’s made up of a ‘basket’ of good and services. In this helpful …

Dividends brighten the sharemarket picture

Payouts at a record high despite Telstra cut.<p>Dividends have always played a key part in the returns from the Australian sharemarket. Although the …

Global Market Outlook: Earnings power stocks

Supported by ongoing growth in corporate earnings, global equities powered ahead in September, shaking off concerns surrounding North Korea and …

8 high conviction stocks for October

We thought it was prudent to remind investors about the unique conditions that are suppressing market volatility at abnormally low levels. This is a …

Overweight banks in October, the winning trade

Since 2000, the Bank Index has been up 12 out of the last 16 years or 75% of the time. In the 12 years that the Bank Average has closed up, the …

Fixed

Page 1 of 1<p><b>Investors are increasingly investing in fixed-income exchange-traded funds (ETFs), some of which may help to protect against a potential</b> …

CBA’s conflicted strategies weigh on the stock for two years

Commonwealth Bank’s exit from life insurance underwriting in Australia and New Zealand is one of the better strategic decisions the bank could have …

Finance

The Tech Takeover of Advertising in One Chart

<i>The Chart of the Week is a weekly Visual Capitalist feature on Fridays.</i><p>Both Alphabet and Facebook have carefully worked at crafting their public …

The trouble with index investing

The Name of the Rose is Umberto Eco’s masterpiece whodunit set in a 14th century monastery (bags of sex and grisly violence with some serious …

Buy Hold Sell: 5 stocks with sustainable yield

• Caltex has an earnings hole to plug following the loss of contract with Woolworths<br>• Our panelists have a difference of opinion on Ramsay Healthcare; is …