Trending Articles

Key themes for 2021

Key themes and risks for 2021

KEY THEMES FOR 2021 The highest probability prediction is that the themes that are trending at the moment will continue to trend. There is no point us heading off down some lonely contrarian road just because it’s 2021. Believe what is happening now, invest in that and the odds are that you will be more…

Livewire Q&A

Livewire Q & A

Marcus spoke to Patrick Poke from Livewire Articles for a two part Q& A  with some great insights. Prepare for a quiet bull market In the first Q&A, Marcus contrasts his experience of broking with that of managing funds, shares some of the key themes to watch in 2021, and explains how he’s positioning portfolios…

BUY HOLD SELL – IVE Group (ASX: IGL)

IVE Group (ASX: IGL) – Scanning through the ALL ORDS spreadsheet for the top performers over the last month, IVE group stood out as one that has flown under the radar. Up an impressive 380% since its March low. Solid fundamentals and a recently simplified business structure.  It is essentially a marketing company. The tagline from the website adds a bit more gloss and flavour but that is the long and short of it. Catalogue production/letterbox…