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Macro

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

Macro

The five charts the experts are watching right now

Bond markets recently slapped equity investors in the face with a 50-basis point reminder of who is really in charge here. As the famous quote from James Carville...
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Livewire Markets
Rapid Fire

Don’t bet against the US recovery

There’s nothing quite like local knowledge to give you an insiders view of a foreign country. As the strength of the US economy remains a key focus for investors,...
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Livewire Markets
Macro

Five things you need to know about the current market turbulence

Global markets experienced significant turbulence last week, with the Dow experiencing falls not seen since 2008. While in the moment these falls might seem unusual,...
Simon Doyle
Schroders
Macro

Why it’s too early to retreat from risk

Although confronted with a maturing growth cycle and the likelihood of more modest returns, the catalysts typically leading to past downturns appear largely absent -...
Scott Haslem
LGT Crestone
Macro

How the GFC is reshaping economics

The severity of the global financial crisis, and the weakness of the subsequent recovery, triggered much soul-searching among the economics profession. The global...
Paul Diggle
Paul Diggle
Aberdeen Standard Investments
Macro

An uncomfortable balance

The recovery in global stock markets has turned into one of the strongest bull markets on record, eclipsed only by the 1990s bubble in technology, media and telecoms....
Alva Devoy
Alva Devoy
Fidelity International
Macro

Chiming in on Crypto Madness

“Bitcoin has become one of the world’s hottest investments, a bubble inflated by social media, loose capital in search of the newest new thing”. You could be forgiven...
Alex Shevelev
Forager
Macro

2018: A balancing act

Most of the time investors don’t need to think too much about market timing or asset allocation. The long-term trajectory of financial markets is up and the only...
Tom Stevenson
Fidelity International
Macro

Livewire Summer School: November rain, and insurance claims

Guns N’ Roses released their first debut album titled “Appetite for Destruction” in July 1987. Three months later one of the most violent and unexpected equity market...
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Livewire Markets
Macro

Livewire Christmas Cracker #11: Is 2018 the year the porridge turns cold?

In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight for 2018 from one of our contributors. Today’s insight is by...
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Livewire Markets
Macro

Livewire Christmas Cracker #8: Get ready for volatility in 2018

(Ed Note: first published December 2017) In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight from one of our...
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Livewire Markets
Expert Insights

Betting against the crowd on oil

Electric vehicles displacing the requirement for oil is a popular market narrative, but Simon Mawhinney, Chief Investment Officer at Allan Gray, says this misses half...
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Livewire Markets
Expert Insights

Joye: Royal commission creates opportunities

After months of speculation, the Federal Government announced a royal commission into Australia’s banks last week. So, what does this mean for bank investors?...
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Livewire Markets
Macro

Jupiter reaching for the stars

We were recently asked what we see in Jupiter Fund Management (LSE: JUP), a UK-based business owned in the Montgomery global portfolios. Without giving away our entire...
Andrew Macken
Montaka Global Investments
Expert Insights

Sit back and enjoy the ride

When the next bubble and crash comes, would you rather be out six months early, or six months late? Chad Slater, Joint CIO at Morphic Asset Management, says some of...
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Livewire Markets
Macro

Where’s the best place to invest in this market?

Asset markets are running on a high and investors risk appetites are growing, it seems like the shadow of the GFC has finally faded and the boom is back on. With...
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Livewire Markets
Macro

Enhancing your returns with macro analysis

Macro analysis often gets a bad rap these days. Fund managers often prefer to associate themselves with value investors like Warren Buffett, who famously deride the...
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Livewire Markets
Expert Insights

Where will markets go in 2018?

It’s been a bumper year for global stocks as MSCI’s broadest index, the All Countries World Index, has rallied ~19% YTD, while Emerging Markets are up more than 25%....
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Livewire Markets
Macro

Where are we in this bull market?

Sir John Templeton famously said; “bull markets are born on pessimism, grow on skepticism, peak on optimism and die on euphoria.” With the S&P 500 hitting new highs,...
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Livewire Markets
Macro

Political instability creating investment opportunities

Does politics matter to investors? Read any market report and the answer might seem obvious. Market movements are often explained as reactions to an unfolding...
Tom Stevenson
Fidelity International
Macro

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 infographic, we’ve...
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Livewire Markets
Macro

Could lower fees ever be bad for investors?

A topic of considerable interest in investing circles today is the current boom in indexation and low-fee passive investing. It is certainly worth thinking about given...
Andrew Macken
Montaka Global Investments
Macro

Government policy shifts drive EV demand

Our EV thematic has been discussed in previous articles, most recently in February 2017. Given the major developments in this space during September, we felt it timely...
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John Deniz
Paragon Funds Management
Expert Insights

Show me your sustainable edge

With so many Fund managers in the market, each with their own competitive advantage, how do you choose which one is right for you? Dr David Sokulsky, CIO at Crestone...
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Livewire Markets
Macro

How long will your pay rise last?

Since the beginning of the new year, Australians have received around a 10 percent pay rise. But this is not your typical pay rise. This pay rise does not result in...
Andrew Macken
Montaka Global Investments
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