Expert Insights

Why bombed-out sectors might be the best place to look right now

Small and mid-caps trading at historic discounts. Forager's Harvey Migotti explains where he's finding value and why it's unlikely to last.
Anna Dadic
Livewire Markets
Property

Our prosperity now depends on decisions politicians hate making

Msquared Capital's Paul Miron says Australia’s economic prosperity has been built on good luck and not good policy.
James Marlay
Livewire Markets
Shares

Undervalued ASX stocks from the recent market dislocation

Auscap's Will Mumford says valuation divergence and AI mean there's plenty of mispricings on the ASX right now.
AUB
MQG
+3
Tom Stelzer
Livewire Markets
Listed Series

"You don’t grow at 1,000% near the end of your life" - Munro's Nick Griffin on a once-in-a-lifetime opportunity

Structural change is accelerating and capital is shifting. Munro explains where investors should look to capture the next decade of growth
Chris Conway
Livewire Markets
Listed Series

What really happens before an ETF hits the market

ETFs look simple on the surface. Behind them is a complex process driven by demand, risk, and investor behaviour.
Chris Conway
Livewire Markets
Listed Series

Canada cracked ETFs - 4 ways Australians can use them better

From active ETFs to covered calls, here are four trends where Canada is ahead, and what we can learn about using the ETF toolkit better.
Vishal Teckchandani
Livewire Markets
Shares

Why Greg Canavan is holding 22% cash - and where he's looking to deploy

Markets have gotten cheaper recently but Greg Canavan says the rules are changing. Here is how he is positioning for what comes next.
Chris Conway
Livewire Markets
Listed Series

7 ETFs Aussie investors are leaning into right now

As markets shift rapidly, Australian investors are embracing ETFs to diversify, enhance returns and manage risk.
+4
Chris Conway
Livewire Markets
Alternatives

“It’s a one-way train”: The simple equation behind Blackstone’s bullish AI thesis

Blackstone’s Viral Patel says the demand driving AI investment presents a compelling moment for investors.
James Marlay
Livewire Markets
Expert Insights

Where the next wave of ASX dividend income could come from

Growth has sold off - banks, miners, are back. But Solaris says the best income portfolios combine yield today with dividend growth tomorrow
BHP
BPT
+1
Anna Dadic
Livewire Markets
Expert Insights

This fund proves capital can deliver returns and impact - for good

What if investment fees could fund real social change? The Future Generation Women Fund is backing top managers while tackling inequality.
Anna Dadic
Livewire Markets
Expert Insights

6 emerging fundies share the lessons and stocks shaping their portfolios

The market is a brutal teacher. Six rising fundies share the lessons that shaped how they think about risk and opportunity.
HUB
NYSE:SAP
Anna Dadic
Livewire Markets
Expert Insights

3 top fundies, 10 stocks for the next decade

Anna Milne (WAM), Arms Rosenberg (Minotaur) and Chanel Stuart-Findlay (Plato) on the themes shaping markets and how they pick future leaders
AYA
+2
Anna Dadic
Livewire Markets
Expert Insights

Bigger businesses and better structure provide strong opportunities in this asset class

And why KKR's Richard Schoenfeld believes we're nearly the end of the interest rate hike cycle.
Ally Selby
Livewire Markets
Expert Insights

The biggest risk to loan markets today

And where a US$519 billion investment manager is finding opportunities.
Ally Selby
Livewire Markets
Expert Insights

Why microcaps could be the biggest opportunity in markets today

Inefficiencies in microcaps could be a key advantage for investors in today's markets, according to Yarra Capital Management's Joel Fleming
PLS
PME
Sara Allen
Livewire Markets
Expert Insights

2 sectors facing headwinds as cash rates and inflation remain elevated

In this interview, KKR's Richard Schoenfeld outlines where he is seeing stress in the market today.
Ally Selby
Livewire Markets
Expert Insights

2 booming markets amid the economic storm

In this Expert Insights, Man GLG's Andrew Swan outlines why he believes South Asia is the best opportunity in global universe today.
Ally Selby
Livewire Markets
Expert Insights

Are we at the start of the next property cycle?

Australian residential commercial property accounts for over 70% of Qualitas' portfolio. In Expert Insights, Andrew Schwartz explains why.
Sara Allen
Livewire Markets
Expert Insights

How to identify successful microcaps and where to find them

Yarra Capital Management's Joel Fleming shares his tips for identifying microcaps on the path to success in this episode of Expert Insights.
Sara Allen
Livewire Markets
Expert Insights

Anatomy of a bank failure and why Coolabah was shorting Credit Suisse in 2022

Plus, the firm's Head of Credit Research shares how the team is viewing the current landscape.
Chris Conway
Livewire Markets
Expert Insights

China’s property crisis (and why there’s still opportunities in the region)

In this Expert Insights, Man GLG's Andrew Swan provides a deep dive on China's property crisis and the select opportunities in the region.
Ally Selby
Livewire Markets
Expert Insights

Smiling all the way: Equity-type returns in fixed income

After a turbulent period, the returns on offer are putting a smile on the face of Yarra's 21-year veteran, Roy Keenan
Chris Conway
Livewire Markets
Expert Insights

Qualitas sees green shoots in construction financing after pandemic challenge

In this episode of Expert Insights, Qualitas' Andrew Schwartz discusses the outlook for property and why he is positive on construction.
Sara Allen
Livewire Markets
Expert Insights

M&A is starting to pick up in microcaps. Here’s why that’s positive news

Yarra Capital Management's Joel Fleming shares the positive indicators he's seeing in the Australian microcap space
Sara Allen
Livewire Markets
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