Expert Insights

March 10, 2020 06:30

The most important theme in emerging markets today

Low rates have received plenty of attention in developed markets as they’ve driven asset prices higher and bond yields lower. But it’s not just developed markets that...

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Livewire Markets

March 10, 2020 06:30

Expert Insights

March 09, 2020 09:44

A stock story that has a ring to it

During the GFC, most retailers were forced to deeply discount their products in order to try and survive. Louis Vuitton Moet Hennessey (LVMH), the world’s largest...

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Livewire Markets

March 09, 2020 09:44

Expert Insights

March 06, 2020 08:00

The real battle is between disruptor and disrupted

Forget value versus growth. For Hari Balkrishna of T. Rowe Price, the most important lens individuals need to apply is whether the businesses they’re investing in are...

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Livewire Markets

March 06, 2020 08:00

Expert Insights

March 05, 2020 12:51

What looks good and what doesn’t in fixed income

With interest rates at record lows and investment-grade credit barely offering returns above the cash rate, where are the pockets of value in fixed income? Michael...

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Livewire Markets

March 05, 2020 12:51

Expert Insights

March 05, 2020 07:30

Your property is worth $0: Welcome to climate change

Say you own a $5 million waterfront home in a prime spot of a booming city. Life’s pretty good right - what could possibly impact the value of your house to any...

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Livewire Markets

March 05, 2020 07:30

Expert Insights

March 03, 2020 09:55

3 opportunities created by change

A recent survey of 3,000 institutional investors showed a record 98% of them are now negative on retail. But when virtually the whole market is on one side of the...

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Livewire Markets

March 03, 2020 09:55

Expert Insights

March 03, 2020 07:56

For this asset class, Australia is the lucky country

Private credit, which has recently emerged as a high income option for the fixed income component of portfolios, offers an unusual advantage to Australian investors....

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Livewire Markets

March 03, 2020 07:56

Expert Insights

February 28, 2020 13:00

How to reduce the risk of a portfolio

With the returns on offer, it can be alluring to tilt towards an equity-heavy portfolio. But with those returns, come higher volatility, and therefore more uncertainty...

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Livewire Markets

February 28, 2020 13:00

Expert Insights

February 28, 2020 07:30

The best strategy for a low growth environment

Investors today face a challenging reality. High debt levels and an ageing demographic are hampering economic growth rates across much of the world, forcing central...

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Livewire Markets

February 28, 2020 07:30

Expert Insights

February 27, 2020 13:09

The best way to make money? Don’t lose it

The sagest piece of advice that Michael Korber, Head of Fixed income and Credit at Perpetual Investments, received went like this. “It’s a lot easier to make money if...

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Livewire Markets

February 27, 2020 13:09

Expert Insights

February 26, 2020 15:11

Aussie Housing: The unburstable bubble?

With Australia’s economic growth stumbling at its slowest pace since the GFC; our two largest export partners, China and Japan, decelerating and contracting...

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Livewire Markets

February 26, 2020 15:11

Expert Insights

February 26, 2020 08:30

Longview: The green light to load up

Chris Watling, Chief Investment Officer at Longview Economics, believes that markets are entering the second year of a ‘mini-cycle upswing’ which typically lasts...

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Livewire Markets

February 26, 2020 08:30

Expert Insights

February 26, 2020 07:30

The secret to getting rich (slowly)

The concept of compounding may be boring but Bruno Paulson, Portfolio Manager at Morgan Stanley Investment Management, believes more investors should be focused on the...

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Livewire Markets

February 26, 2020 07:30

Expert Insights

February 19, 2020 07:00

The one red flag in private credit investing

In our previous video, Andrew Lockhart of Metrics Credit Partners provided a short 101 of what private credit investing entails. In this episode, he digs a bit deeper...

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Livewire Markets

February 19, 2020 07:00

Expert Insights

February 13, 2020 08:33

A high income option for defensive portfolios

With interest rates at record lows and expected to go down even further in Australia, investors are considering the gamut of high yield options to compensate for the...

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Livewire Markets

February 13, 2020 08:33

Expert Insights

February 11, 2020 10:28

Where to invest when you don’t know what’s coming next

Considering what’s happening around the world, from Brexit to the US-China trade war, markets are showing less volatility than expected. And this makes Bruno Paulson,...

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Livewire Markets

February 11, 2020 10:28

Expert Insights

February 06, 2020 07:00

How China is leapfrogging the West

Mobile payment penetration in China is over 80%, well ahead of the West. So ubiquitous is the technology that beggars on the street often use QR codes rather than...

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Livewire Markets

February 06, 2020 07:00

Expert Insights

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January 30, 2020 10:00

4 key market risks to watch for

Despite a range of negative macro risks, Vivek Bommi, from US$355 billion investment firm Neuberger Berman, argues here that markets still look constructive, and that...

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Livewire Markets

January 30, 2020 10:00

Expert Insights

January 29, 2020 09:00

Are emerging markets cheap?

On the surface, emerging markets appear to be significantly cheaper than developed markets. Emerging markets trade at a forward PE of ~12x, compared to ~18x for...

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Livewire Markets

January 29, 2020 09:00

Expert Insights

January 28, 2020 09:30

How intangible assets create better pricing power

While understanding a company’s assets is important when deciding whether to invest, it’s also critical to understand whether those assets are tangible or intangible....

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Livewire Markets

January 28, 2020 09:30

Expert Insights

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January 23, 2020 06:45

Where to find value in the high yield market

While the entire ASX is worth around $2 trillion today, the global high yield bond market is worth around A$3 trillion and is a market that Australian investors can...

NBI

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Livewire Markets

January 23, 2020 06:45

Expert Insights

January 21, 2020 07:00

Could Alibaba be set for a re-rate?

In recent years, a big part of Amazon’s share price gains have been attributable to the massive success of Amazon Web Services (AWS), Amazon’s cloud computing...

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January 21, 2020 07:00

Expert Insights

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January 16, 2020 08:00

Three sectors that look good today

Vivek Bommi is a senior portfolio manager with Neuberger Berman, a US-based investment management firm with over US$355 billion under management. When we caught up...

NBI

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Livewire Markets

January 16, 2020 08:00

Expert Insights

January 15, 2020 13:33

How Australian investors can play RBA quantitative easing

Many Australians are still unfamiliar with the term ‘quantitative easing’ (QE), which many professional investors say is the reason why asset prices and global...

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Livewire Markets

January 15, 2020 13:33

Expert Insights

January 14, 2020 08:39

How to tell a turnaround from a portfolio bomb

It can be a difficult task separating those stocks which are poised for a turnaround and those which are set to implode. But as Greig Bryson of Nikko Asset Management...

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Livewire Markets

January 14, 2020 08:39

Account

Company

The most important theme in emerging markets today

A stock story that has a ring to it

The real battle is between disruptor and disrupted

What looks good and what doesn’t in fixed income

Your property is worth $0: Welcome to climate change

3 opportunities created by change

For this asset class, Australia is the lucky country

How to reduce the risk of a portfolio

The best strategy for a low growth environment

The best way to make money? Don’t lose it

Aussie Housing: The unburstable bubble?

Longview: The green light to load up

The secret to getting rich (slowly)

The one red flag in private credit investing

A high income option for defensive portfolios

Where to invest when you don’t know what’s coming next

How China is leapfrogging the West

4 key market risks to watch for

Are emerging markets cheap?

How intangible assets create better pricing power

Where to find value in the high yield market

Could Alibaba be set for a re-rate?

Three sectors that look good today

How Australian investors can play RBA quantitative easing

How to tell a turnaround from a portfolio bomb

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