Expert Insights

Three of private equity's most attractive sectors

We have already introduced you to the changing face of private equity. Now, more than ever, the industry is going through a democratisation phase where everyday...
Hans Lee
Livewire Markets
Expert Insights

"One of the best kept secrets in the investment world"

It's been a tough year if you're long on the equity market. But while public markets have seen significant falls, that's not necessarily true for private equity...
Hans Lee
Livewire Markets
Expert Insights

The hidden Australian market ideal for recessionary periods

There’s a hidden side to the property market previously only available to institutions, wholesale investors and banks. Finally, retail investors have started to gain...
Sara Allen
Livewire Markets
Expert Insights

The inflation hedge hiding in plain sight

There’s been a lot of noise and gloom around residential property prices of late. The RBA even revised its outlook on prices substantially down. In light of this, it...
Sara Allen
Livewire Markets
Expert Insights

2 compelling ideas within the fastest-growing theme of this decade

Amid the raging bull market of the post-Global Financial Crisis era, the momentum behind decarbonisation - particularly as an investment theme - grew stronger and...
Chris Conway
Livewire Markets
Expert Insights

What the ongoing yield curve inversion is telling this investor

It was a feature in every headline earlier this year, but it seems to have slipped away as financial markets turned their attention to other concerns. But we cannot...
Hans Lee
Livewire Markets
Expert Insights

280 days down, at least 80 to go: How to find great growth stocks in this bear market

Conviction can be infectious. Engaging someone who is genuinely passionate about markets, has the courage to plant their feet, and the commitment to follow through...
Chris Conway
Livewire Markets
Expert Insights

Why we haven't reached "peak panic" yet in the bond selloff

If there is anyone we trust to make financial markets that little bit more fun/everyman, it's the one and only Ally Selby. Recently, she wrote a piece questioning...
Hans Lee
Livewire Markets
Expert Insights

3 defensive asset classes to bolster portfolios in FY23

Soaring inflation, hefty interest rate rises, and worsening consumer sentiment have seen the possibility of a US recession become the greatest "will-they-won't-they"...
Ally Selby
Livewire Markets
Expert Insights

Strap yourselves in... it's going to get bumpy

There is no way to sugarcoat it, we're in for a bumpy ride. That's according to Charlie Jamieson of Jamieson Coote Bonds. Charlie equates the lag effect of economic...
Chris Conway
Livewire Markets
Expert Insights

Nick Griffin: Three top stocks for 2023's biggest megatrends

In financial markets, a lot can change in 12 months. If you want any proof of that, just take a look at the performance of growth/long-duration stocks here and...
Chris Conway
Livewire Markets
Expert Insights

Why picking bonds is as important as picking stocks

Around the proverbial four walls of Livewire, everyone loves to talk about how investors pick the best stocks. It's not just about getting exposure to the Big Four...
Hans Lee
Livewire Markets
Expert Insights

Why a global zombie infestation isn't necessarily a bad thing (for markets)

Like any good millennial, I have seen my fair share of zombie movies and television shows. Take The Walking Dead for instance, in which the world is brought down by a...
Ally Selby
Livewire Markets
Expert Insights

Central bank inconsistency is the biggest challenge for investors

Was it really only a year ago that the RBA suggested the official cash rate wouldn’t increase until 2024? No wonder Australians have whiplash. We’re far from alone,...
Sara Allen
Livewire Markets
Expert Insights

Why commercial property deserves a place in an "all-weather" portfolio

Warren Buffett once said that "diversification is protection against ignorance". And in a market where timing is more critical (and more challenging) than ever, many...
TCL
Hans Lee
Livewire Markets
Expert Insights

Three stocks Monash is shorting, and the big opportunity investors are missing

I think you’d be hard-pressed to find anyone that doesn’t believe the market is volatile at the moment. We’ve seen dramatic rises in interest rates, falling share...
IEL
+5
Sara Allen
Livewire Markets
Expert Insights

The four key drivers accelerating the move to the 'new' economy

Only a matter of years ago, thinking - or investing - sustainably was costly. Access to infrastructure investments was limited and expensive. There were few options....
Livewire Exclusive
Livewire Markets
Expert Insights

The asset class with more upside than equities in FY23

After a good 13-year bull run for global equities markets, the party has stalled - even if only temporarily - as higher rates take a hit on the sky-high valuations....
Ally Selby
Livewire Markets
Expert Insights

Where the best yields will be found in commercial property

There has been no shortage of headlines and predictions for residential property prices in the last year. As late as January this year, CoreLogic data revealed that...
SGP
Hans Lee
Livewire Markets
Expert Insights

Avoid hyper-growth when investing in the 'new' economy

Investors have long been warned that the current environment poses challenges to the 'new' sustainable economy. And they are starting to see performance lag....
Livewire Exclusive
Livewire Markets
Expert Insights

Three ASX stocks with a 60% payoff upside

A 60% payoff upside from even one ASX-listed company might be a pipedream for many investors, but it’s simply par for the course for the highly experienced Monash...
+3
Sara Allen
Livewire Markets
Expert Insights

Private Equity can be dangerously seductive: Here's how to invest in it responsibly

Investing in private equity can bag you very handsome returns - provided you know what you're getting into and can marshal the appropriate expertise to do it...
Sara Allen
Livewire Markets
Expert Insights

How GMO is investing as headwinds rage (and one stock to keep your portfolio afloat)

I've said it before and I'll say it again - it's an incredibly tough time to be an investor right now. Anecdotally, several fund managers have recently told me their...
Ally Selby
Livewire Markets
Expert Insights

Liquidity is the coward

Liquidity is a fair-weather friend. It's there for the good times, but absent without leave when market volatility hits. For Chris Wallis, CIO at Vaughan Nelson...
James Marlay
Livewire Markets
Expert Insights

The two biggest value opportunities in new technology

We're entering a new age courtesy of technology. Personalisation and automation is the name of the game and it's going to be life-changing. But with technology...
+1
Livewire Exclusive
Livewire Markets
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