Expert Insights

Why it’s important to “time” your credit exposure (but not how you might think)

For the last 12 months(1) , fixed-rate credit assets have missed the mark, but floating rate has faired better irrespective of credit quality*. Ares Australia...
Glenn Freeman
Livewire Markets
Expert Insights

Filtering today for the ESG compliance threshold of tomorrow

It's one thing to stick the three letter ESG (environmental, social, governance) acronym onto a product, it's another thing to actually walk the talk and weave it...
David Thornton
Livewire Markets
Expert Insights

3 key concerns for the remainder of 2022 (and the stocks that could outperform because of them)

There's been enough volatility in the first few months of 2022 for investors to chuck a hissy fit. And while Firetrail's Anthony Doyle believes that its best investors...
Ally Selby
Livewire Markets
Expert Insights

Embrace credit asset "idiosyncracies" as volatility sets in, says KKR

The war in Ukraine has rocked global energy markets and also affected the so-called “soft commodities” of the agriculture sector – in addition to the conflict’s...
Glenn Freeman
Livewire Markets
Expert Insights

Private debt investments let you sleep well at night

Volatility is a two-way street. It can mean quick asset appreciation, but equally can mean sharp asset devaluation. What's more, those sharp rises and falls can...
David Thornton
Livewire Markets
Expert Insights

Here is what to look for when selecting a winning growth fund

We asked our guest Anthony Murphy portfolio manager at Lucerne Investment Partners, what he looks at when selecting an investment manager and - bang - he provided a...
Matt Buchanan
Matt Buchanan
Expert Insights

The deep divide in credit markets, and how to take advantage

Currently, a big chunk of the credit market shows negative real yields and excessively high levels of interest rate duration risk. However, Ares Australia Management...
Glenn Freeman
Livewire Markets
Expert Insights

4 market leaders for the energy transition

Over the past three years, investment in the global energy transition has rapidly accelerated. In fact, according to research from BloombergNEF, investments...
Ally Selby
Livewire Markets
Expert Insights

Anthony Doyle's highest conviction idea

Firetrail's Anthony Doyle believes that if investors seek better than benchmark returns, their portfolios need to look entirely different to said benchmark. The team...
Ally Selby
Livewire Markets
Expert Insights

The asset class that doesn't care about inflation and rate hikes

In a world saddled with inflation and the rate hikes that follow, equities and assets with long durations invariably suffer. Luckily, the investment universe is much...
David Thornton
Livewire Markets
Expert Insights

Striking the right balance in bonds, as interest rate risk returns

There are degrees of risk in equity markets – a long-established large-cap banking stock is (generally) less volatile than a micro-cap mining play – and there are...
Glenn Freeman
Livewire Markets
Expert Insights

Where KKR's credit team sees durable cash flow and downside protection

Whether the US Federal Reserve moves interest rates half-a-dozen times in 2022 – or perhaps even more – one thing is certain: rates are heading higher. Just what...
Glenn Freeman
Livewire Markets
Expert Insights

Hedging against significant risk as markets climb a wall of worry

When things are looking gloomy we can be sure someone will tell us to be positive, to cheer up, to look on the bright side. Well, I've no time for mindless optimism....
Matt Buchanan
Matt Buchanan
Expert Insights

Downside protection at a reasonable cost over time

If there is one thing investors can be sure of it's how uncertain everything is. Will inflation spin commodities into another supercycle? Will Anthony Albanese know...
Matt Buchanan
Matt Buchanan
Expert Insights

How Neuberger Berman is positioned as volatility rocks global debt markets

Staying nimble and remaining responsive to opportunities as they present themselves is one of the key aspects of how Neuberger Berman’s Adam Grotzinger is currently...
Glenn Freeman
Livewire Markets
Expert Insights

Neuberger Berman: Recession isn't imminent despite the catastrophe in Ukraine

Fears of a global recession have waxed and waned since the pandemic hit more than two years ago. As government policies and bond-buying propped up economies around the...
Glenn Freeman
Livewire Markets
Expert Insights

Is this the start of another commodities supercycle?

Another day, another skyrocketing commodity. In recent months, various commodity-related stocks have taken off, while the S&P GSCI - the index which tracks the global...
IGO
STO
Ally Selby
Livewire Markets
Expert Insights

The growth stocks Jun Bei Liu is buying

It's fair to say growth investors have not had a great 2022. But for contrarian investors, those who purposefully go against the market to buy what others are selling...
COH
CSL
SEK
+1
Ally Selby
Livewire Markets
Expert Insights

A growing high-yield credit market set to outperform as rates rise in 2022

The rapid growth in Asian credit markets is presenting opportunities and mispricings not available in other markets anymore. In this interview, John Stover from...
Matt Buchanan
Matt Buchanan
Expert Insights

A golden opportunity on Australia's doorstep most people aren't looking at in 2022

The '90s were a golden period for distressed debt investors in the US, with big names such as Oaktree Capital and Elliot Management being forged during this firesale....
Matt Buchanan
Matt Buchanan
Expert Insights

Undervalued defensive stocks are thin on the ground, but here’s one

Undervalued healthcare stocks are by no means a dime a dozen but we believe we have identified one that is still trading below market value. This company has excellent...
Katie Hudson
Yarra Capital Management
Expert Insights

How to use the 5-10-15 rule to successfully filter companies

Using a consistent structure in your investment process can help take emotion out of the equation. For Intermede Investment Partners' Barry Dargan, a "5-10-15" rule is...
Livewire Exclusive
Livewire Markets
Expert Insights

The only 3 resources stocks to pass AusEthical’s filters

The ASX is a resources heavy exchange, with materials accounting for around 25% of the ASX200. For many investors, this deep pool of companies - which draw on...
PLS
SGM
Livewire Exclusive
Livewire Markets
Expert Insights

Finding good value in prized sectors

It will come as no surprise that sectors like healthcare, utilities and information technology screen well for investors looking for sustainable investments. But for...
NHF
+1
Livewire Exclusive
Livewire Markets
Expert Insights

Finding inflation-beating companies is about more than just pricing power

The world is getting a lot more expensive. In the US, prices rose 7% in the year to December - the largest 12-month gain since June 1982. Here in Australia, that...
Livewire Exclusive
Livewire Markets
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