Expert Insights

The dominoes that will fall once inflation peaks out

With headline inflation in the US currently sitting at 8.3%, and Australian inflation comparatively better at 5.1%, WILSONS' David Cassidy believes that there's...
David Thornton
Livewire Markets
Expert Insights

Stressing out: Australian mortgage repayments under the spotlight

When you think of great dinner table conversation starters, the list usually includes the weather, sports, or what's changing on your favourite playlist. However,...
James Marlay
Livewire Markets
Expert Insights

Epoch: Growing dividends are the key as interest rates rise

There are not too many investors out there feeling upbeat about the prospect of higher interest rates. For John Tobin, Managing Director and Portfolio Manager at...
James Marlay
Livewire Markets
Expert Insights

The market has overlooked the hidden value in these well-known stocks

Markets price stocks based on the amount buyers are willing to offer and sellers are willing to accept. But market pricing isn't always fair pricing, and it's here...
CSL
MQG
+5
David Thornton
Livewire Markets
Expert Insights

Ned Bell's six rules for a quality investment

In the world of investing, there is always plenty of chatter about what a "quality" company looks like. Almost everyone would probably agree that profitability is a...
David Thornton
Livewire Markets
Expert Insights

How transmission effects will shape your investing

The rate hiking cycle that investors are staring down is historic. After years of declining rates (more than a decade in the Reserve Bank's case), we are finally...
James Marlay
Livewire Markets
Expert Insights

How to separate a good quality stock from a good quality company

Investing is the antithesis of easy - picking up companies with strong balance sheets or attractively priced stocks is only one-half of the job. The combination of...
David Thornton
Livewire Markets
Expert Insights

Yarra Capital: Where to invest as growth slows

Rain, hail or shine, investors must make investment decisions for the betterment of their holdings. But when a record bull market looks set to falter, hitting...
Angus Kennedy
Livewire Markets
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
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