Expert Insights

Two sectors (and two stocks) that can help enhance your property returns

Real estate stocks are a tough ask for investors that are wary of a global recession - unless you know where to look.
Hans Lee
Livewire Markets
Expert Insights

The $50 trillion opportunity Munro is chasing

Munro Partners focuses on investing in companies it sees as growing faster than the market expects. This is the theme they're hunting in now
+2
Chris Conway
Livewire Markets
Expert Insights

How T. Rowe Price generates impactful alpha (and two stocks to prove it)

You don't need to sacrifice goodwill to get good returns. But you do need a defined process, says T. Rowe Price's Hari Balkrishna.
+1
Hans Lee
Livewire Markets
Expert Insights

Play "the largest capital investment cycle the world's ever attempted" with these stocks

The energy transition is an enormous thematic, but not all exposed stocks will deliver outstanding investor returns.
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David Thornton
Livewire Markets
Expert Insights

Why the outlook for (some) commercial real estate may be better than first thought

Despite multiple debt defaults in recent times, David Kruth of Dexus argues that not all commercial real estate will struggle.
Hans Lee
Livewire Markets
Expert Insights

Why conditions are turning for growth investing and 3 stocks to consider

Munro's James Tsinidis believes that the tide is turning for growth investing. Find out about the $50 trillion opportunity he's pursuing.
+1
Chris Conway
Livewire Markets
Expert Insights

How private equity is finding pockets of growth in this sold off sector

Partnering with firms and leading them to new highs is all part of finding profitable growth opportunities
David Thornton
Livewire Markets
Expert Insights

Two companies ticking all the right boxes for this investor

Hari Balkrishna from T. Rowe Price tells me he could not be more excited about the opportunities that lie ahead for global impact investing.
Hans Lee
Livewire Markets
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.
+1
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
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