Expert Insights

The top performing tech stocks that may be the biggest risk in markets today

Market returns have been dominated by the tech sector, and Atrium's Brendan Paul believes this concentration risk is an opportunity.
+3
Sara Allen
Livewire Markets
Expert Insights

Australia has a $3 trillion opportunity. Here's how you can profit from it

Private debt markets may seem daunting but it's also where you have the potential to access double-digit returns.
Hans Lee
Livewire Markets
Expert Insights

Where to hunt for the best credit opportunities

Teiki Benveniste from Ares shares where he is finding opportunities in global credit markets.
Chris Conway
Livewire Markets
Expert Insights

Don't confuse the AI rally with the dot-com bust

One's a bubble, the other isn't (yet)
Chris Conway
Livewire Markets
Expert Insights

Why this asset can play offence and defence in your portfolio

Don't be fooled. Fixed income can also earn you an equity-like return.
Hans Lee
Livewire Markets
Expert Insights

The economy has a sniffle, but Fidelity sees opportunity

A muted reporting season might raise concerns for the Australian economy, but Fidelity's Casey McLean sees opportunities ahead.
BAP
COL
+9
James Marlay
Livewire Markets
Expert Insights

Fixed or floating rate investments? Why not have both

Teiki Benveniste from Ares shares his insights into the credit market and explains the opportunities he is pursuing.
Chris Conway
Livewire Markets
Expert Insights

While the outlook has improved, asset selection remains the key to returns

Ares' Teiki Benveniste sits down with Livewire to discuss credit market risks and opportunities.
Chris Conway
Livewire Markets
Expert Insights

Why this investor always assumes a "worst case scenario" for every potential position

It's not being pessimistic, it's just being pragmatic.
Hans Lee
Livewire Markets
Expert Insights

The credit market is returning 8-10% today

It's been at least 4 years since the market offered up those numbers
David Thornton
Livewire Markets
Expert Insights

"We're in an incredibly attractive macro environment" for this asset class

Rising interest rates caused this fund manager to launch a new fund rather than close it. Here's why.
Hans Lee
Livewire Markets
Expert Insights

For FC Capital, short-term loans must contribute to long-term growth

Private debt can serve an essential role in growing businesses according to FC Capital's Christian Brehm, provided it has a purpose.
David Thornton
Livewire Markets
Expert Insights

This could be the ‘risk-free’ exposure your portfolio has been begging for

This 'risk-free' asset beloved by global institutions is finally offering attractive yield. VanEck's Russel Chesler explains how to use it.
Sara Allen
Livewire Markets
Expert Insights

This private debt fund is plugging the gap left by the Big 4

... and it's a $2 billion gap, at that.
David Thornton
Livewire Markets
Expert Insights

VanEck: where interest rates are headed next and how to capitalise

Bonds are looking attractive but there's more to come in the world of fixed income according to VanEck's Russel Chesler.
Sara Allen
Livewire Markets
Expert Insights

Want double digit returns with nearly 100% downside protection? This may be the answer

"Full recoverability" is the standard FC Capital live by
David Thornton
Livewire Markets
Expert Insights

The best opportunities for today's market (plus an asset to hold for the next 5 years)

While the market prognosis looks subdued, VanEck’s Jamie Hannah argues there’s plenty of opportunity for investors to capitalise on.
Sara Allen
Livewire Markets
Expert Insights

Why this small-cap healthcare stock could be a takeover target

Eiger Capital's Stephen Wood outlines where we are in the small-cap cycle, as well as one healthcare stock on his radar.
BHP
LTR
+2
Ally Selby
Livewire Markets
Expert Insights

3 stocks Eiger Capital is buying and one it has just sold out of

In this interview, Eiger Capital's Stephen Wood shares why he is overweight IT services and underweight consumer discretionary right now.
360
NXT
TNE
+2
Ally Selby
Livewire Markets
Expert Insights

How to invest where consumer demand is set to explode

Emerging markets offer huge growth potential, but how do you invest for the exposure while managing the key risks?
Sara Allen
Livewire Markets
Expert Insights

It's been 11 months since this portfolio manager invested in Pilbara Minerals and Lynas. This is what’s next

Eiger Capital's Stephen Wood reluctantly sold out of his position in PLS after it rose to large-cap status. Here, he names a new contender.
BHP
FMG
+5
Ally Selby
Livewire Markets
Expert Insights

How this fundie balances the need for growth, income, and liquidity

It's the two things every investor wants and you can have them both in this sector, argues David Kruth of Dexus.
Hans Lee
Livewire Markets
Expert Insights

The asset class that relishes high inflation and rising interest rates

When you are looking for consistent earnings, tried and true methods can pay off, particularly when it comes to this asset class.
TLS
Sara Allen
Livewire Markets
Expert Insights

10 stocks for harnessing the most important thematic in finance

From big banks to smaller tech and healthcare, there are plenty of opportunities for impact-oriented investors to make solid returns.
+3
Hans Lee
Livewire Markets
Expert Insights

Why the time is now for investing in this theme and three stocks to get on board

The energy crisis was a catalyst in many ways for energy investing so what do investors need to keep in mind?
Sara Allen
Livewire Markets
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