Expert Insights

Investing in private markets can be hugely lucrative...and private equity leads the charge

This Alternative asset class attracts some of the world's best investors, and with good reason, says Edison Growth Fund's Michael Thompson
David Thornton
Livewire Markets
Expert Insights

Why Ellerston is backing a picks-and-shovels approach when it comes to energy supply

Plus, they name to two stocks that investors can research themselves.
Ally Selby
Livewire Markets
Expert Insights

Why 2023 is shaping up to be a vintage year in private equity

A middle ground between early-stage start-ups and large debt-fuelled buyouts can offer excellent opportunities for private market investors
David Thornton
Livewire Markets
Expert Insights

How Platinum is finding value in this unloved sector

It's not supposed to be a good sector when wallets are thin, but Platinum Asset Management is looking to capitalise on the retail trade.
David Thornton
Livewire Markets
Expert Insights

Why Charlie Munger might be drawn to these four industries

James Tsinidis from Munro Partners discusses the power of incentives and some industries that will benefit from ongoing investment.
Chris Conway
Livewire Markets
Expert Insights

The global equity yield strategy delivering for investors

Yield is incredibly important in today's market. In this wire Epoch Investment Partners shares its strategy for generating returns.
Chris Conway
Livewire Markets
Expert Insights

This cyclical sector may have seen the bottom, and tailwinds are quickly forming

And WaveStone's Henry Hill has found the stock to play it
QAL
Chris Conway
Livewire Markets
Expert Insights

Clifford: Investor bias is an opportunity - so long as you're not the one harbouring it

Platinum Asset Management's C0-CIO also passes along three financials names that may not concern you even if banking concerns persist.
David Thornton
Livewire Markets
Expert Insights

Why the market has been getting this theme all wrong (and 4 stocks to actually play it)

In this interview, Ellerston's Bill Pridham provides an in-depth guide to the circular economy.
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Ally Selby
Livewire Markets
Expert Insights

The type of stocks to buy to potentially avoid the market carnage

Epoch Investment Partners outline the factors they believe will drive equity returns in 2023.
Chris Conway
Livewire Markets
Expert Insights

Dividends are not the most important metric this bank earnings season. This is.

Global banking was rocked to its core in March. But it's still not 2008 Mark II, argues Pete Robinson of Challenger Investment Management.
Hans Lee
Livewire Markets
Expert Insights

Ellerston: 3 recession-resilient small and mid caps for the year ahead

Defensive large caps are beginning to look awfully crowded, but that doesn't mean you can't find resilience in the small end of the market.
+4
Ally Selby
Livewire Markets
Expert Insights

Why free cash flow (and not cash) is king

Epoch explains why companies with growing free cash flow, and which emphasise returning cash to shareholders, are so attractive.
Chris Conway
Livewire Markets
Expert Insights

Why resilience and uniqueness spell sustainable competitive advantage (and two stocks that meet the brief)

WaveStone Capital’s Henry Hill believes success comes down to sustainable competitive advantage and exploiting the herd. Here’s why.
ASX
PXA
Chris Conway
Livewire Markets
Expert Insights

Fidelity: The next rally in Chinese equities will be "alpha driven"

And contrarian value strategies may be rewarded, argues Catherine Yeung.
Hans Lee
Livewire Markets
Expert Insights

How Australian investors can capitalise on the world's largest consumer base

With 1.4 billion residents, China's growing middle class is a hot topic in global investing. But there is an important caveat.
Hans Lee
Livewire Markets
Expert Insights

The secret to finding the best stocks: Go back to basics

The world is your oyster if you know where to look, says Amit Goel of Fidelity International.
Hans Lee
Livewire Markets
Expert Insights

Has China become "unavoidable" after being once labelled "uninvestable"?

JPMorgan's Gabriela Santos thinks so. But Catherine Yeung at Fidelity International goes one step further.
Hans Lee
Livewire Markets
Expert Insights

This asset class is growing fast and Qualitas has your entry ticket

With most asset classes taking a beating amid rate hikes, learn more about the fund that enjoys better returns in a higher rate environment
Chris Conway
Livewire Markets
Expert Insights

Call volatility's bluff with these three stocks

Deglobalisation and volatility are two themes impacting global markets. Fidelity International argues both can be used to your advantage.
Hans Lee
Livewire Markets
Expert Insights

If there is a major property deal happening in Australia, this company knows about it

Qualitas has built a dominant market position as an alternative provider of real estate private credit. Find out why it is so unique.
Chris Conway
Livewire Markets
Expert Insights

Three overlooked opportunities from China's reopening

Amit Goel of Fidelity International explains why investing in a fund with on-the-ground experience really matters.
Hans Lee
Livewire Markets
Expert Insights

Three themes investors cannot afford to miss over the coming decade

Impax's Ian Simm discusses how the last decade has influenced the market today, and the three themes investors cannot ignore.
Livewire Exclusive
Livewire Markets
Expert Insights

Not all property is created equal

Qualitas' Andrew Schwartz gives his take on the property market and explains why residential property can provide shelter from inflation
Chris Conway
Livewire Markets
Expert Insights

An investment that will pay dividends for decades, if not centuries

Australia is well placed to become an early mover on climate risk mitigation, argues Impax Asset Management's Ian Simm.
Livewire Exclusive
Livewire Markets
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