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Macro

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

Macro

Wonderful companies at depressed valuations

As Trump pressured China with trade wars, manufacturing indices around the world showed steady declines. I attribute this to falling business confidence, leading to...
Garry Laurence
Profeta Investments
Macro

Australian housing downturn Q&A – how bad will it get?

The housing cycle and house prices always incite high interest in Australia. Until recently it was all about surging prices and poor affordability – particularly in...
Shane Oliver
AMP
Macro

Correction or bear market? 6 charts that analyse market declines

The market turmoil that began in early 2018 intensified later in the year, as the S&P 500 Composite Index declined nearly 20% between its September peak and late...
Paul Hennessy
Capital Group
Macro

Disquiet is growing

Paypal founder Peter Thiel predicted in his 2014 Wall Street Journal essay ‘Competition is for losers’ that Silicon Valley would become the centre of the global...
abrdn .
abrdn
Macro

Can a recession be predicted? My data might surprise you.

Let’s start by defining what a recession actually is. Google’s dictionary defines it as ‘a period of temporary economic decline during which trading and industrial...
Scott Shuttleworth
Scott Shuttleworth
Vega Capital
Macro

10 charts to watch in 2019

I spent a lot of time in the 2018 End of Year Special Edition looking back across the year, covering some of my best charts and calls (and some of the worst!). But...
Callum Thomas
Topdown Charts
Macro

An Optimist's Guide to 2019

It’s natural at this time of the year for investors to stick their heads up above the parapet, reflect on the wins and losses of 2018 and start mapping out...
Andrew McAuley
Credit Suisse
Macro

Are we there yet?

Last month we saw the FED raising rates for the 9th time in the last 3 years, now to 2.25-2.5% per annum. Also, this month, the FED might keep its Quantitative...
Marcelo Lopez
Marcelo Lopez
L2 Capital Partners
Macro

Inflation and the US Dollar Devaluation

After a recent trip to Argentina over the Christmas break, we couldn't help but notice the relentless rise in prices the country has experienced in recent years. This...
Scott Williams
Fiftyone Capital
Macro

Has Australia fallen into recession?

There is no doubt the Australian economy was weaker in late 2018 than it was during the first half of the year. It seems to have kicked off 2019 on a similarly weak...
Stephen Koukoulas
Market Economics Pty Ltd
Macro

So tonight I'm gonna party like it's nineteen ninety-nine (maybe)

In October the whole firm was rounded up and marched over the road to the grand ballroom of the Wentworth Hotel to hear about the launch of the new US Technology Fund....
Brett Gillespie
Brett Gillespie
Global Macro
Macro

Three Insights from Hong Kong

Value traps or deep value? Often it’s hard to tell, especially when analysing Chinese stocks. One thing that will always be a good investment in Hong Kong though is a...
Alvise Peggion
Alvise Peggion
Forager Funds
Macro

Is Australia Ready for the Next Financial Crisis?

Ten years on from the Global Financial Crisis and the threat of another financial crisis in the medium term is now a solid possibility. There are signs of weakening...
Jonathan Rochford
Narrow Road Capital
Macro

Divergence, disruption and debt-overhang

We believe there are three key themes that will persist in 2019; divergence, disruption and debt-overhang. Invesco's Chief Global Market Strategist, Kristina Hooper,...
Ashley O'Connor
Ashley O'Connor
Invesco
Macro

This is what Gold looked like in 2001

After the strong rally which saw gold put on USD $100oz in Q4 2018, the precious metal market has undergone a much needed consolidation over the last fortnight, with...
Jordan Eliseo
ABC Bullion
Macro

Your shortcut to 16 cracking investment articles

One of the most engaging parts of my role at Livewire is working with Australian fund managers to discuss their views and bring you great content. With over 400...
AMP
BHP
+9
Alex Cowie
Alex Cowie
Macro

What’s next for the Fed in 2019?

Business as usual? Not quite. Hike number nine was, at first glance, business as usual for the U.S. Federal Reserve. The target federal funds rate range now stands at...
Paul Hennessy
Capital Group
Macro

Gold Rally to Continue?

Gold prices finished 2018 on a tear, rallying well over USD $100oz from its mid August lows to close out the year at USD $1281.65oz (London Fix on 31/12/18). The metal...
Jordan Eliseo
ABC Bullion
Macro

3 key market drivers to watch

2018 has proven to be a tumultuous year for the Australian equity market. Key themes driving the market’s decline and heightened volatility have included the increase...
Matthew Haupt
Wilson Asset Management
Macro

2019 outlook: The return to normal

Quantitative easing has been the only game in town for years but the game is now changing. Ten years into the longest bull run in history, major dislocations are...
Alva Devoy
Alva Devoy
Fidelity International
Expert Insights

Opportunities for the agile investor

The G20 Summit was shaped up to be important for global markets, with the potential for an agreement between President Xi Jinping and Donald Trump. Though we have seen...
Livewire Exclusive
Livewire Markets
Macro

The Fed has built a Maginot line, and there is movement in the Ardennes...

We are all familiar with the Maginot line. A fortified defence on the border of France and Germany, built by France mostly in the 1930’s to prevent a German invasion. ...
Brett Gillespie
Brett Gillespie
Global Macro
Macro

The flow on effects of a housing slowdown

Sydney property prices are now off more than 10% according to Corelogic data. While painful for property owners and investors, the effects go far wider than that....
Livewire Exclusive
Livewire Markets
Collections

2018 summed up in 5 charts

If 2018 were a boxing match, you would be Mundine and Mr. Market would be Horn. It only took you 96 seconds to be battered and bruised to the floor. What went wrong?...
Livewire Exclusive
Livewire Markets
Macro

The big global issues facing investors today

After several years of plain sailing, investors are now having to contend with global markets that are far more risky. These market conditions have been created by an...
Andrew Macken
Montaka Global Investments
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