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Macro

Understand the fast-changing domestic and global economic forces under the tectonic plates driving our markets.

Macro

U.S. midterm elections – potential implications for policy and markets

With less than a week to midterm elections in the United States, voters and investors will be focused on the political and economic implications. Midterm elections...
Paul Hennessy
Capital Group
Macro

Market volatility, capital preservation and my holidays

I’m beginning to think that my holidays are turning into a reliable market indicator. Short-haul, good; long-haul, reach for your hard hat. Three years ago, when we...
Tom Stevenson
Fidelity International
Macro

Credit Suisse hoses down recession forecast

Looking at news headlines, there seems to be a growing consensus of an impending recession by 2020. To support this view, many have pointed towards a flattening yield...
Livewire Exclusive
Livewire Markets
Macro

Rates rise and China slides: Making sense of the market sell-off

Upended by rising Treasury bond yields, global stocks have declined sharply in recent days as investors grapple with concerns over tighter U.S. monetary policy, a...
Paul Hennessy
Capital Group
Macro

Young man, are you listening to me?

Are you the hunter? Or the hunted? Never thought about it like that when it comes to investing? Well then you are the hunted. The hunter is patient. Very patient....
Brett Gillespie
Brett Gillespie
Global Macro
Expert Insights

Winners and losers from rising rates

With rates marching higher in the US, higher risk asset classes such as emerging market equities are seeing rising volatility. As risk reprices across the market, this...
Livewire Exclusive
Livewire Markets
Expert Insights

The ‘good news’ stories being missed right now

By 2030 India is going to be the 3rd largest economy in the world, yet very few investors have exposure to this powerful growth story. “The economy is growing very...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Risks and opportunities of a leadership change

With a potential change in Federal government on the horizon, in this thematic discussion, we sat down with Matt Williams from Airlie Funds Management and Rhett ...
Buy Hold Sell
Livewire Markets
Rapid Fire

ROI: Investing through uncertainty

Whether you're investing in equities, debt, or alternatives, uncertainty is an inescapable part of the game. But Michael Thawley, AO, Vice Chairman of Capital Group...
Livewire Exclusive
Livewire Markets
Macro

The state of global trade tariffs in 6 charts

Global trade tensions are on the rise. And while much of the attention has centred on a series of retaliatory tariffs between the United States and China, trade...
Paul Hennessy
Capital Group
Macro

Business Insights Across the Market

“I’m not particularly worried at the moment. Two years out is when I’m worried about. It’ll be more of a dollar crisis than a debt crisis, and I think it’ll be more of...
IPL
+6
NAOS Asset Management
NAOS Asset Management
NAOS
Macro

The Global Economic Backdrop

The global environment remained constructive for most of Q3, however several important risks intensified. The Federal Reserve’s rate hikes contributed to an...
Ronald Temple
Lazard Asset Management
Macro

Finding value in Australian markets

The past month has delivered little resolution to the key questions plaguing investors as the cycle matures. Can strong global growth be sustained beyond this year,...
Scott Haslem
LGT Crestone
Macro

The hidden risks in markets today

What would you nominate as the most under-appreciated risk in the market today? There seems to have been an endless carousel of macro ‘bogeymen’, yet markets keep...
Livewire Exclusive
Livewire Markets
Macro

3 charts you can’t ignore

With tectonic plates shifting under the markets, we got in touch with three leading economists to get their number one chart in markets today. First up, Cameron...
Livewire Exclusive
Livewire Markets
Macro

Australia's greatest economic vulnerability

When it comes to Australia, our view within the equities team is one of cautious optimism. What many investors don’t know is that Australia’s economy is heavily...
Robert Penaloza
Robert Penaloza
Aberdeen Standard Investments
Macro

Inflation: no room for complacency

The recent uptick in global market volatility has been driven by fears about price pressures and inflation. My colleague, investment director Andy Budden, answers...
Paul Hennessy
Capital Group
Expert Insights

Winners and losers from the trade wars

Trade tensions between the US and China now pose a real risk to markets, with leading indicators pointing to lower global growth. We sat down with Stephane Andre,...
BHP
+5
Livewire Exclusive
Livewire Markets
Macro

What's really driving Australian mortgage interest rates?

Mortgage interest rates in Australia have increased in recent months, despite a steady cash rate. Domestic mortgage rates are heavily influenced by a combination of...
Peter Fullerton
Peter Fullerton
Schroders
Macro

The Long View: Investing through adversity

My colleague Tim Armour has shown how markets periodically experience corrections that are part of the investment environment. Recent volatility has been jarring but...
Paul Hennessy
Capital Group
Macro

China’s rise from student to teacher

From my initial visits to China in the early part of last decade, one element which stood out was the sheer scale of the industrial economy and the implications which...
Alex Duffy
Alex Duffy
Fidelity International
Macro

Why we still favour global equities

As 26th President of the USA, Teddy Roosevelt said, “In any moment of decision, the best thing you can do is the right thing…the worst thing you can do is nothing.”...
Scott Haslem
LGT Crestone
Macro

My Nishino moment

Why now? This is what Japanese football fans asked themselves on the eve of the current edition of the FIFA World Cup. The Japanese Football Federation had just sacked...
Alvise Peggion
Alvise Peggion
Forager Funds
Macro

Can the EM Rally Roll On? New World Strategy Manager’s Outlook Is Upbeat

Political stability and positive economic reforms in China and India are resulting in more and better investment opportunities. Financial technology is providing a...
Paul Hennessy
Capital Group
Macro

The biggest issue in global macro today

In response to the calamity caused by the GFC, interest rates were cut to near zero and we doubled the amount of debt outstanding. Fast forward and interest rates are...
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Livewire Markets
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