Expert Insights

What Lazard's Landy learned during the longest bull market in history

When it comes to viewing one's own work with a dispassionate eye, Lazard Asset Management portfolio manager Matthew Landy gets straight to the point.The global...
Hans Lee
Livewire Markets
Expert Insights

Why Skerryvore is underweight to China

Some of the world’s biggest tech names are domiciled in China, but Skerryvore Asset Management is underweight in the Chinese market - an unusual move in an age where...
Sara Allen
Livewire Markets
Expert Insights

There are some positive outcomes in a recession

Just like the weather in Australia, no two days are ever really the same. The same could be said for investing. Six months ago, global central banks were discussing...
Hans Lee
Livewire Markets
Expert Insights

Paradice's 3 preferred materials exposures and 1 sector to avoid

In a normal cycle, high prices for commodities from high demand would lead to increased supply and finally a drop in prices – but these are far from normal times....
BHP
IPL
+4
Livewire Exclusive
Livewire Markets
Expert Insights

Good companies go private, loss-makers go public

Once the domain of institutional investors, private market investing is going mainstream and may even reach a value of $30 trillion in the years ahead. Urs...
Sara Allen
Livewire Markets
Expert Insights

The Indian companies dominating emerging market returns

Investors looking for resilient companies could start taking note of the growing number of multinational success stories domiciled in India. Glen Finegan, Lead...
Sara Allen
Livewire Markets
Expert Insights

Five global stocks that could outperform in the global rotation to value

When investors write the history books, chances are the 2022 chapter will read something along the lines of "making money was rough and tough." The S&P 500 has had...
+6
Hans Lee
Livewire Markets
Expert Insights

No rule of law in emerging markets

There are a few components that the Skerryvore Asset Management team looks for to identify resilient companies in emerging markets, but government contracts is a red...
Sara Allen
Livewire Markets
Expert Insights

Why Fidelity's Amit Goel is bullish on 2 sectors that have fallen out of favour

By virtue of their stage of economic development, emerging markets can offer investors supercharged growth opportunities. It follows that the greatest number of...
Livewire Exclusive
Livewire Markets
Expert Insights

Getting started with sustainable investing

Sustainability is a huge word. The range of investment opportunities under its umbrella is enormous - and some of them are not even guaranteed to make you a return...
Hans Lee
Livewire Markets
Expert Insights

Three ASX stocks for stable income in choppy markets

Let's not mince words - the window of publicly available investment ideas has been narrowing for some time. As interest rates rise by multiples of market expectations...
RFF
Hans Lee
Livewire Markets
Expert Insights

Soaring energy costs have sunk these global sectors

Supply chain disruption and soaring energy costs have combined to form a perfect storm of inflation.  "The biggest risk on global growth and asset prices across...
Livewire Exclusive
Livewire Markets
Expert Insights

Megatrends v legacy industries: where to invest for growth

Megatrends might be a growth investor’s buzzword, but what are the trends to look at and where can you find the right companies? It’s easy to get caught up in hype...
Sara Allen
Livewire Markets
Expert Insights

Why sustainability investing is a long-term game

The modern definition of sustainable investing can be traced back to the early 1970s when Pax World launched the first sustainable mutual fund. Two United Methodist...
Hans Lee
Livewire Markets
Expert Insights

How to do well in a tough year

This year has been tough for investors, we know that.  And it makes sense that doing well when things are so tough brings greater satisfaction than galloping to...
Matt Buchanan
Matt Buchanan
Expert Insights

What China and India's knife-edge ride means for investors

China and India are the world's two largest emerging market economies, yet both face an uphill battle as they reckon with COVID and inflation respectively.  In this...
Livewire Exclusive
Livewire Markets
Expert Insights

Forget traditional hedges, think equities

Investors traditionally flock to defensive asset classes like fixed interest in volatile and inflationary markets, but equities might offer a better defence. It just...
Sara Allen
Livewire Markets
Expert Insights

Why sustainability will become the new standard for investing

There is no doubt that sustainability is all the rage - and for good reason. There is not a day in the news cycle where ESG skeptics and proponents clash on a range...
Hans Lee
Livewire Markets
Expert Insights

Why capital preservation comes to the fore, when volatility is up

When volatility is up, capital preservation becomes key. But preserving capital is easier said than done. It needs a process that is consistent and dependable. "We...
David Thornton
Livewire Markets
Expert Insights

Behind the buzz: what's driving inflation?

Rising inflation is one of the biggest challenges for investors today and it turns out that covid, climate change and the war on Ukraine have had driving roles in...
Sara Allen
Livewire Markets
Expert Insights

abrdn's Jeremy Lawson: Markets haven't fully priced in recession risk

Politics and economics are two subjects that go hand in hand. For Jeremy Lawson, head of the research institute and chief economist at abrdn, it forms the backbone of...
Hans Lee
Livewire Markets
Expert Insights

The Australian property market just broke a record - but that isn't a good thing

As interest rates begin their gradual ascent in Australia, there are a lot of nerves in the domestic property market. Dr Philipp Hofflin from Lazard Asset...
+1
James Marlay
Livewire Markets
Expert Insights

Where CIP Asset Management sees credit opportunities in the rubble

Let's not mince words - it was a rough first quarter for investors. Apart from commodities and cash, it was very difficult to make and sustain money anywhere in the...
James Marlay
Livewire Markets
Expert Insights

Hofflin: An update on the thesis for ASX energy stocks

Back in October 2020, Dr Philipp Hofflin of Lazard Asset Management did what every great Value investor does - He went against the grain of markets. Oil and gas...
James Marlay
Livewire Markets
Expert Insights

Has the opportunity in Value stocks already passed?

Reddit stocks, SPACs, NFTs, Dogecoin - you name it, financial markets have grown increasingly strange over the past 2 years. Dr Philipp Hofflin of Lazard Asset...
SUN
+1
James Marlay
Livewire Markets
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