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Macro

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

Expert Insights

A new era in financial markets

After one of the longest periods of underperformance in history, governments and central banks' response to the COVID-19 crisis may well have ushered in a new era for...
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Livewire Exclusive
Livewire Markets
Macro

Off the Charts! Travel bubble opens, Yuan goes digital and Canva considers listing

Yes folks it's Off the Charts! our weekly round-up of everything you need to know (and some things you don't) from the world of investment. The Livewire team hopes you...
QAN
Livewire Exclusive
Livewire Markets
Macro

Will the Australian Dollar (AUD) continue to climb in 2021? | Video podcast

Will the Australian Dollar (AUD) continue to climb in 2021? In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of...
Damien Klassen
Nucleus Wealth
Macro

Housing is very affordable

Today in the AFR I argue that contrary to popular myth, there is no housing affordability crisis (click on that link to read the full column). Quite the opposite, in...
Christopher Joye
Coolabah Capital
Macro

The only way is up for shares and commodities

Most of the time, financial markets ebb and flow like the tide. All boats are lifted or fall together. But sometimes, different assets part company, responding to the...
Tom Stevenson
Fidelity International
Macro

Job ads reach 12-year highs but no signs of change from Lowe

No one expects a rate change from the RBA any time soon, but some leading experts believe it might happen sooner than we think. With no change to rates, all eyes were...
Mia Kwok
Mia Kwok
Livewire Markets
Macro

Brace for strong growth - 2021 rebound set to surprise

An increasingly successful vaccine roll-out, the passing of a massive US fiscal stimulus, and recently less hawkish China policy outlook all suggest that 2021 will...
Scott Haslem
LGT Crestone
Outlook Series

Livewire reader predictions: How're you doing after 3 months?

Believe it or not, the first quarter of 2021 has already come to a close. While (thankfully) it’s been a much less eventful one than Q1 of 2020, it’s still brought its...
APT
CSL
TLS
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Patrick Poke
A Rich Life
Macro

RBA delivers stealthy QE increase

In the AFR I write that one of the most interesting developments in local financial markets this week has been ANZ breaking the drought of senior bank bond supply with...
Christopher Joye
Coolabah Capital
Macro

Data drop: uptick in job vacancies while retail takes a nap

It's the start of a new quarter and optimism abounds. Brisbane has been released from lockdown, vaccines are on their way (albeit slowly) and the latest data drop from...
JBH
Mia Kwok
Mia Kwok
Livewire Markets
Macro

Off The Charts: 3 splits, 5 hits and a $20bn wipeout - a week in the world of investing

We're back! Off The Charts is here again to wrap up everything you need to know (and some things you don't) from the week. This week, as an Easter long weekend treat,...
AGL
TLS
Livewire Exclusive
Livewire Markets
Macro

Dealing with an inflation head fake

Our baseline view is for a strong recovery across the world and inflation that – in spite of all the reflationary talk – is likely to remain below central bank targets...
Joachim Fels
PIMCO
Macro

More inequality. More grievances. More debts

A few weeks ago, a house was listed for sale in Sydney’s famous Bondi at $3.8 million. (There were no water views, unlike for the $20.1 million penthouse apartment...
Andrew Macken
Montaka Global Investments
Macro

Are we experiencing a commodity supercycle? | Video podcast

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller investigate...
Damien Klassen
Nucleus Wealth
Macro

The coiled spring: Markets are primed

A year into a global lockdown, most people are desperate to get their lives back. With vaccine programmes now being rushed out around the world, the good news is...
Miles Staude
Global Value Fund
Macro

Dispelling some common market myths

Myths abound. Is a bubble forming in shares? How long will the reflation trade last? Are we in a new mining super cycle? Is it over for technology and growth shares?...
Justin Braitling
Watermark Funds Management
Macro

Reset: restoring Australia post pandemic with Ross Garnaut

In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Head of Advice Tim Fuller are joined...
Damien Klassen
Nucleus Wealth
Macro

House prices to rise 20-30pc from pre-COVID levels

In the AFR I write today that it is amusing reading all the current hysteria about Aussie housing, often from the same folks who were absolutely convinced home values...
Christopher Joye
Coolabah Capital
Macro

Crisis silver lining: resilient business models and validation of competent management

The February reporting season provided a few unusual insights due to the economic impact of COVID-19. In particular, it confirmed our underlying investment thesis...
Rhett Kessler
Pengana Capital Group
Macro

The most important question for 2021: Inflation or Deflation?

There are plenty of inflationistas who have been forecasting an apocalypse for a dozen years. They are about to have their day in the sun. And you can bet they will...
Damien Klassen
Nucleus Wealth
Macro

The beginning of the end

The COVID-19 virus has had a devastating impact around the world. More than 2.5 million people have died, including more than 500,000 in the US, more than...
Kristiaan Rehder
Kardinia Capital
Macro

High risk of US equity market correction

US equities are extremely expensive according to long-term valuation measures such as the cyclically-adjusted PE (CAPE) ratio. The CAPE ratio for the S&P500 is...
Kieran Davies
Coolabah Capital
Macro

RBA to APRA – we've set house prices on fire, you fix it

Two recent presentations by senior RBA staff have acknowledged that cutting interest rates has put a rocket under house prices. This is a refreshing change, as for...
Jonathan Rochford
Narrow Road Capital
Macro

Seeking value in alternative markets, with Adrian Redlich | Webinar & Podcast

Nucleus Wealth's Head of Investments Damien Klassen, Head of Advice Tim Fuller and Adrian Redlich, Founder and CEO of Merricks Capital give the rundown on seeking...
Damien Klassen
Nucleus Wealth
Macro

RBA brutally bashes bond bandits

In the AFR I write that the Reserve Bank of Australia’s Governor Phil Lowe did a sublime job this week of radically recalibrating flawed market perceptions of the...
Christopher Joye
Coolabah Capital
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