Insights

Leading managers from Clime, Wilson, NAOS and Bailador point out bright spots in global markets and share some stock calls.

In the rapidly advancing semiconductor field, Nasdaq-listed Lam Research supplies essential equipment to manufacturers in seven regions across the globe.

Why do the nation's sharemarket participants seem reluctant to take advantage of recent sales?

An indecisive night on global markets gives Asia Pacific investors little to trade on ahead of tonight's key release of US non-farm payrolls. Shares, currencies and commodities all saw volatility drop, and most markets reversed themselves within the session.

European and US markets took their cues overnight from Asia Pacific trading, largely echoing the 2% gains seen across the region yesterday. Improving sentiment saw industrial commodities bounce, and a further 14% rally in Glencore shares means they are close to flat for the week.

Sharp falls in the share prices of Glencore and Volkswagen illustrate a drop in trust towards companies around the world.

While worrying about the slump in commodity prices and its effect on emerging markets, investors are missing one key factor.

Low rates make the arguments for paying off the home loan instead of making extra super contributions less compelling, but still valid.

The property sector is trading at a premium to book value, but there is still some upside to be found.

The only market going up right now is the greenback, which is rising against almost every other currency.

We look at how to simplify multiple pension accounts to allow them to be distributed according to a will rather than automatically diverting to the remaining spouse.

This week we look at M2 Group, Vocus Communications, oil and gas player Senex, Brickworks and Nufarm.

Blackmores, Crown and Computershare.

After a resource based panic in the Asia Pacific region, European and US markets have disdained the weak impulse and rallied into the US close. Oil prices are higher, as are industrial metals.

In a classic share market panic investors are bailing out of resource stocks following further pressure on London-listed commodity house Glencore. Its shares fell further overnight, as analysts fretted over its debt pile, and its share price is now down more than 80% on its 2015 high.

Don't miss Wesfarmers CEO Richard Goyder, while Clime's John Abernethy will also be in the studio. Plus, an overview of our model portfolios.