Macro

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...

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...

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,...

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...

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...

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...

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...

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...

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...

A run of decent economic numbers for the US and the eurozone and the fiscal stimulus promised by US President Donald Trump are reinforcing views that core inflation...

While 2016 was generally a positive years for investors, politics and economics provided big surprises and highlighted how intertwined politics and economics have...

In 2016 the local index was held ransom by a run of unpredictable political and macro economic events. The ASX200 climbed an unremarkable (but tidy) 7%, which belies...

Everyone forecast the death of the Aussie dollar in 2016, however, interest rate differentials and resurgent commodity prices pushed the local currency to a peak of 78...

Equity markets always foolishly bake in something that is definitely going to happen in the future. So what is the market baking in for 2017 and what will they get...

Three times in the past 12 months financial markets have been in a tizz. We went close to a bear market in August 2015, officially entered one in February of this year...

In our January outlook note for 2016, we outlined several significant issues facing investors. The strong US dollar and tepid growth pressuring US corporate earnings...

Since the beginning of 2016, we have observed several key positive industry catalysts. Firstly, Tesla’s March 2016 Model 3 launch, boasting 325,000 orders and equating...

Falling growth and inflation expectations along with diverging central bank policies have been a significant driver of the volatility across bond/commodity/currency...

OPEC initiates a price war; implications. OPEC has historically supported oil markets by curtailing production in periods of oil price weakness. Their systematic...