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Macro

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

Macro

Part II mega trends: how do investors capitalise on these 4 trends?

In the second article in this series, we look at the two remaining mega trends that offer Australian investors an ability to spot businesses that are growing naturally...
Andrew Macken
Montaka Global Investments
Expert Insights

Australian rates heading to zero

As global rates start to rise, Australia may follow in the short-term, but structural issues will prevent the RBA from hiking rates far, explains Chris Watling, CEO of...
Livewire Exclusive
Livewire Markets
Expert Insights

The biggest risks facing today’s market

Ray Dalio from Bridgewater and Howard Marks from Oaktree have both recently issued cautionary memos, citing risks that include geopolitics, excessive valuations, and...
Livewire Exclusive
Livewire Markets
Macro

Political populism and the markets

Populism hit the headlines a year ago when the UK voted to leave the European Union (EU), and it has cast a shadow over many political events since then. My colleague,...
Paul Hennessy
Capital Group
Macro

Get ready for volatility - Vimal Gor at Livewire Live 2017

As the era of QE draws to a close, central bankers face a conundrum: Nearly a decade of money printing has suppressed volatility… So, as QE is withdrawn, is volatility...
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Livewire Markets
Expert Insights
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How exuberant is the credit market right now?

Andrew Lockhart from Metrics Credit Partners provides an insight into the domestic credit market. It’s part of the financial system usually reserved for the ‘big...
Livewire Exclusive
Livewire Markets
Macro

Aussie dollar catches us all out again

Howard Marks, Co-Founder of Oaktree Capital, criticised forecasters in a memo earlier this year, writing: “There are no facts about the future, just opinions”. And few...
Livewire Exclusive
Livewire Markets
Macro

The power of scale in our new digital world

If you are an Australian CEO, you are probably wondering if Amazon will one day disrupt your business. The threat of Amazon to Australian business is the topic du jour...
Andrew Macken
Montaka Global Investments
Expert Insights

Unwinding QE - this could get bumpy

Quantitative Easing (QE) is the term used to describe artificial purchasing of bonds by central banks globally. The aim has been to suppress interest rates and...
Livewire Exclusive
Livewire Markets
Macro

Where is the world’s largest e-commerce market?

Many global investors are lured first to the United States in search of opportunity given it is the largest economy in the world; with around 320 million relatively...
Andrew Macken
Montaka Global Investments
Macro

What the collapse of Spain’s sixth largest bank means for the sector and why we should all be watching

Spanish banks have until recently been an attractive way for investors to play regional economic recovery and rate normalisation. The real estate market in Spain is in...
Jeff Thomson
Alphinity Investment Management
Expert Insights

US rates will rise faster than expected

Tim Toohey, former Chief Economist at Goldman Sachs, was the #1 rated economist on the Greenwich survey for 13 years. Earlier this year he teamed up Brett Gillespie...
Livewire Exclusive
Livewire Markets
Macro

Investing in a high-risk, low-return market

Current valuations across most assets tell us that future returns will be low and the risk of a significant correction is high. None of this means markets will...
Simon Doyle
Schroders
Macro

Too late to invest in Europe’s recovery?

In March I wrote an article for the Financial Review suggesting Europe was the last bastion of investment value. The three months since have been eventful, with a...
Steve Johnson
Forager
Macro

High risk of significant correction

There have been some well publicised concerns raised recently about the prospect of elevated risks across asset markets. So, Livewire went on the hunt for insights on...
Livewire Exclusive
Livewire Markets
Expert Insights

Tim Toohey: Australia's economic outlook

Tim Toohey, former chief economist at Goldman Sachs, was the #1 rated economist on the Greenwich survey for 13 years. Earlier this year he teamed up with seasoned...
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Livewire Markets
Expert Insights

Positioning for a 15-year upswing in US housing

Nathan Bell, Head of Research at Peters MacGregor, believes the US housing cycle is in the early stages a sustained upswing. In this video he outlines the data...
BLD
DOW
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Livewire Markets
Expert Insights

The single biggest issue for Australian assets

In a recent interview with Dr Philipp Hofflin, Portfolio Manager at Lazard Asset Management painted a scenario in which strong downward pressure on the Australian...
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Livewire Markets
Expert Insights

Australia's third great debt cycle in context

RBA Governor, Dr Philip Lowe, recently warned the market that the level of household debt would make the economy vulnerable to future shocks. Against this backdrop,...
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Livewire Markets
Macro

3 new investment thematics from the budget

To cut through the deafening noise around this week’s Federal budget, Livewire has asked four of Australia’s leading Economists to boil the budget down to its single...
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Livewire Markets
Macro

What do low return forecasts mean for funds?

The more realistic the view of what may lie ahead, the better the decisions we’ll make to prepare for it. Let’s consider our current forecasts. Our forecast...
Simon Doyle
Schroders
Expert Insights

Is the US-market due for another rally?

Paul Moore, Chief Investment Officer at PM Capital has enjoyed a stellar run investing in cyclical stocks that surged ahead since Trump's election victory. In the...
Livewire Exclusive
Livewire Markets
Expert Insights

Where are we in the banking cycle?

Global banks have formed a cornerstone part of PM Capital’s strategy as they’ve taken the #1 ranking in their category in the Morningstar survey over five and eight...
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Livewire Exclusive
Livewire Markets
Macro

Want investment value? Europe's the last bastion

Our bottom-up approach to stock selection is telling us that Europe is the most promising investment market in the world. At Forager, we don't base our investments...
Steve Johnson
Forager
Macro

The 4 most important charts today

As the saying goes, ‘a picture tells a thousand words.’ With this in mind, Livewire reached out to a selection of fund managers and strategists and asked: what is the...
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Livewire Markets
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