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Macro

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

Macro

What's up with oil?

For all the excitement about oil, it is sitting around where you might expect, just by eyeballing the average of the past 21 years. There was a supply shakeout in...
ORG
WOR
David Berthon-Jones
Aequitas Investment Partners
Macro

Updated major bank funding task: falls to $135bn pa (vs 10yr av. of $147bn pa)

Following APRA's release of its October Monthly Authorised Deposit-taking Institution Statistics, we have updated our estimates of the four major banks' debt funding...
Christopher Joye
Coolabah Capital
Macro

Inflation: what does it mean for my investment portfolio?

If you turn on the finance news or open any financial paper today, the word “inflation” is everywhere. After three decades of hibernation, it would appear the...
John Garrett
MA Financial Group
Macro

The 60/40 portfolio is dead, so here's where to invest your non-equities cash

While the 60/40 portfolio may be dead, the jury is still out on just what your fixed-income exposure should be. Lazard’s multi-asset maestro, Ronald Temple, however,...
Glenn Freeman
Livewire Markets
Macro

Financial repression is harder this time around

Financial repression has been used in the past as a tool for reducing government debt overhangs. Yet there are some specific conditions required for such an approach...
Clive Smith
Macro

2022 Global outlook - Omicron update

Nineteen months since the end of the COVID-19 recession, Morgan Stanley's Nathan Lim believes we are currently well into the middle of the current economic cycle. In...
Nathan Lim
Lonsec Holdings
Macro

Under the sea: Saving the Planet with Seaweed

Government and corporate interests around the world are turning their attention towards our output of carbon into the atmosphere, sparking a wave of investment trends...
BLD
STO
Max Pacella
Rest Super
Macro

Ron Temple: Cautious on high-multiple stocks but favours financials for 2022

If Lazard Asset Management's Ronald Temple is right about his outlook for 2022, you might want to rethink some of those bullish bets. Here, Livewire's Glenn Freeman...
Glenn Freeman
Livewire Markets
Macro

Reading the tea leaves: the US data deluge overnight

We talk a lot about US monetary policy, because they are an economic superpower, and what they do affects asset classes everywhere.We had jobless claims out overnight,...
David Berthon-Jones
Aequitas Investment Partners
Expert Insights

Where to invest if inflation takes off

Given all the bad press it’s copped recently, it might be surprising to learn that inflation isn’t something all investors must fear. Particularly if you hold equities...
Livewire Exclusive
Livewire Markets
Macro

The longer-term legacy of coronavirus – 9 implications for investors

While the initial economic and market disruption from COVID was short last year, Shane Oliver from AMP Capital says there will be longer lasting implications. He...
Shane Oliver
AMP
Macro

Toohey: Where Aussie house prices are headed

Tim Toohey from Yarra Capital – who was rated Australia’s number one economist for 13 consecutive years – recently sat down with Malcolm Maiden to share his latest...
Livewire Exclusive
Livewire Markets
Macro

Know what’s in your ETF

Peter Lynch said: “You have to know what you own, and why you own it”. The same is true of an ETF. Here, Max Pacella of Mason Stevens, explains how you should...
Max Pacella
Rest Super
Expert Insights

The one thing that could cause market Armageddon

Say what you will about the film, but I thoroughly enjoyed 1998-smash Armageddon. For those who haven't seen it, NASA agents discover a large asteroid is set to hit...
Ally Selby
Livewire Markets
Macro

Only one industry currently meets the RBA's wage test for rate rises

An analysis of the industry split of wages shows why the RBA is sceptical that wages can accelerate fast enough to justify market expectations of rate hikes next year....
Kieran Davies
Coolabah Capital
Macro

Mortgage holders could be in for a shock as the next rate hike looms

Much has been written about how a deterioration in residential mortgage lending standards, questionable structuring and indiscriminate buying of AAA-rated bonds led...
Pete Robinson
Challenger Investment Management
Expert Insights

The one thing that could stop the house price party

Everyone loves a house party until the punch bowl is taken away and the lights are turned on. In this video, Lucerne Investment Partners' Michael Houghton explains why...
Livewire Exclusive
Livewire Markets
Macro

The Metaverse: Fad or future?

The Metaverse is a point in time where our digital life is worth more to us than our physical lives. While that may seem foreign to us now, here Mason Steven's Mike...
Mike Young
Mike Young
Macro

Supply bottlenecks, a looming energy shock, and 3 reasons for optimism

As global supply chains remain stretched, fund manager Franklin Templeton recently assembled a handful of its economists to debate China's cooling economy, inflation,...
Glenn Freeman
Livewire Markets
Macro

Which sectors will outperform as the 'Titanic' slowly turns post-COVID

In the 1970s, inflation had a critical effect on pushing rates higher, further entrenching inflationary expectations. According to the RBA, the three-month bank bill...
Kristiaan Rehder
Kardinia Capital
Macro

The little known, $317bn to $430bn QE4 wave that will swamp QE3...

Folks are starting to turn their minds to what life looks like after the end of the RBA's bond purchase program. There's a fairly robust consensus that Martin Place...
Christopher Joye
Coolabah Capital
Macro

Why banks raising rates might sideline RBA

In the AFR this weekend, I write that financial markets are probably not focussed enough on the fact that Aussie banks unilaterally lifting mortgage rates has huge...
Christopher Joye
Coolabah Capital
Macro

A key cause of inflation may be turning

'One swallow does not a summer make'... but with shipments for the Black Friday sales (in the US) and Christmas shopping now largely in transit on ocean shipping...
Alastair MacLeod
Elston Asset Management
Expert Insights

There's more to investing than equities, bonds, and property

There's a world of investments outside the traditional categories of equities, bonds and property, says Lucerne Investment Partners' Michael Houghton. An example of a...
Livewire Exclusive
Livewire Markets
Macro

Three things that should worry everyone

There are three prices that ultimately matter for the world, explains Andrew Canobi from Franklin Templeton. The price of oil, the value of the US Dollar, and the US...
Andrew Canobi
Franklin Templeton
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