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

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The free ride is over

2017 was a tremendous year with the global economy breaking out of the rut that it had been in for some time. Global GDP growth was just under 4%, the fastest rate of...
Staude Capital
Staude Capital
Global Value Fund
Macro

The end of a 25-year bull market

An increasing number of data series have been turning negative for Australia’s housing market. Auction clearance rates, building approvals, housing credit growth, and...
Livewire Exclusive
Livewire Markets
Macro

Globalization Demands a Different Investment Approach

The notion of global investing is not what it used to be just 10 years ago. Rapid advancements in technology, free trade agreements and the rise of multinationals in...
Paul Hennessy
Capital Group
Macro

What are our strongest investment positions?

In our first monthly letter for the year, we highlighted that 2018 was unlikely to be a ‘set and forget’ year for investment strategy. As we approach the second half...
Scott Haslem
LGT Crestone
Macro

2018’s Most Crowded Trade

It started out as a whisper in early 2017, but by early 2018, it had reached a roar: “inflation is coming,” they yelled. After a decade mired in sub-par growth and...
Livewire Exclusive
Livewire Markets
Expert Insights

You don’t need a catalyst for a crash

In any discussion of the Australian housing market, it’s impossible to avoid discussion of a catalyst. “We see no immediate catalysts for a crash,” has become the cry...
Livewire Exclusive
Livewire Markets
Macro

Good times not over yet

Over the past 18 months, the term ‘Goldilocks’ has increasingly been used to describe the global economic climate – neither too ‘hot’ to cause rampant inflation, nor...
abrdn .
abrdn
Macro

Trade wars, huh – what are they good for?

"When a country is losing many billions of dollars on trade with virtually every country it does business with, trade wars are good, and easy to win,". This Tweet from...
abrdn .
abrdn
Macro

Beyond the Royal Commission headlines

Financial services have been making headlines for all the wrong reasons in recent weeks. Following Rowena “Shock and” Orr’s public shellacking of the wealth management...
+5
Livewire Exclusive
Livewire Markets
Expert Insights

Top 3 observations on Australia's biggest growth opportunity

On a recent visit to China John Lake stepped into an elevator in Shanghai looked down and noticed he was sharing a ride with a delivery robot. It was like a scene out...
Livewire Exclusive
Livewire Markets
Macro

Be careful what you wish for

When, a couple of years ago, Saudi Arabia was twisting the arms of Russia and 22 other oil producing countries to stem the flow of crude, the oil price was already off...
Tom Stevenson
Fidelity International
Macro

The economics of aging

The following is an extract from a note that was recently sent to investors in the Montaka Global Fund. There is a significant change in demographics that is currently...
Andrew Macken
Montaka Global Investments
Expert Insights

A big shift in China

For many years China has had a single focus of delivering high GDP growth. John Lake from Paradice Investment Management has recently returned from a visit to China...
Livewire Exclusive
Livewire Markets
Macro

What causes recessions, and can we predict them?

The US economic expansion has just become the second longest on record. If it continues beyond mid-2019, it will be number one. Its longevity is probably due to a...
abrdn .
abrdn
Macro

Navigating a peak in the global growth cycle

Over the past month our leading indicators of the industrial cycle have shown signs of peaking. The real question is whether this suggests the industrial cycle is...
Tim Toohey
Yarra Capital Management
Macro

Shifting global trade patterns bring new opportunities.

In his latest investment insight, Rob Lovelace, Vice Chairman of Capital Group, explores the profound changes occurring in global trade and key themes investors should...
Paul Hennessy
Capital Group
Expert Insights

Who wins if the AUD falls?

Traditionally, yields on Australian government bonds have been higher than their US counterparts. In fact, the last time US bonds traded at a premium was nearly 20...
BXB
COH
Livewire Exclusive
Livewire Markets
Macro

Looking to alternatives in a rising rate environment

Recent weeks have seen global growth continue to push ahead in a robust and synchronised fashion. Similarly, and much as hoped, wage and inflation data have stepped...
Scott Haslem
LGT Crestone
Macro

Introduction to the adaptive markets hypothesis

The following is an extract from a note that was recently sent to investors in the Montaka Global Fund. The second best book that I read in 2017 was Professor Andrew...
Andrew Macken
Montaka Global Investments
Expert Insights

What's changing, where it's going and how you should play it

Jonathan Shapiro from the Australian Financial Review interviews Brett Gillespie from Ellertson Capital. In the first of Livewire’s Masters Series videos you’ll gain a...
Livewire Exclusive
Livewire Markets
Macro

Goldilocks has packed her bags

A couple of weeks ago, I suggested that 2018 would be the year in which we waved goodbye to Goldilocks. By that, I meant that the unusually favourable conditions...
Tom Stevenson
Fidelity International
Macro

It's right to worry about US inflation

Although much of the focus remains on the February market activity, a tipping point between unemployment and inflation in the US approaches and so inflation remains a...
Simon Doyle
Schroders
Macro

The truth about tarriffs

Last week, the White House announced tariffs on imported steel and aluminum of 25% and 10% respectively – a move that sparked global indignation and threats of a trade...
abrdn .
abrdn
Expert Insights

One way to hedge against inflation

Preserving capital whilst maintaining real income in an inflationary environment is an important challenge for investors to consider. Andrew Lockhart, Managing Partner...
Livewire Exclusive
Livewire Markets
Macro

Can the Aussie dollar still diversify risk?

Twenty-six years of uninterrupted economic expansion. Australia’s recent performance is now unmatched in history. While a handful of factors have been key to this...
Scott Haslem
LGT Crestone
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