Matthew Haupt

Brambles (ASX: BXB) specialises in sustainable logistics, operating the world’s largest pool of reusable pallets, crates and containers. The company announced the sale of its IFCO reusable plastic containers business for US$2.5 billion recently. Show More

Macro
Alex Cowie

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 managers now contributing to the platform, overseeing the content can feel like being at the epicentre of the market. So with... Show More

Macro
Matthew Haupt

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 in government regulations, escalation in trade wars and attempts to control the global oil surplus. In the short to medium-term we expect volatility will increase... Show More

Equities
Livewire Exclusive

As the cycle matures, finding opportunities gets harder. So we sat down with Matthew Haupt, Portfolio Manager at Wilson Asset Management to hear his perspective. Here Matt talks about several sectors and stocks for the late cycle. We also asked what the big surprise was in earnings season, which was: “The... Show More

Investment Theme
Livewire Exclusive

The prospect of a Labor government has far reaching ramifications for investors. However, there is one sector that stands to benefit from the election cycle whatever the result, says Matthew Haupt from Wilson Asset Management. Matt told us: “The one area I think investors should focus on is infrastructure, both sides... Show More

Matthew Haupt

Following today's results announcement, Boral’s share price is experiencing a relief rally which we believe will continue in the short term. And as the market gains confidence in both Boral’s Australian and US divisions, we expect the share price will increase further over time. Show More

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