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Macro

Some sober thoughts on the changes to Capital Gains Tax

I’m not terribly happy about the Capital Gains Tax changes. Like most of you, I feel I already pay more than enough tax
Gareth Brown
Forager
Equities

Ausbil: 3 stocks to play Europe's global arms race in power, defence and AI

US stocks have dominated global returns for years, now Europe is poised for a stronger relative growth, fuelling new opportunities.
Tobias Bucks
Ausbil
Macro

No data, no cry

There has been no official US economic data this month.
Chris Iggo
BNP Paribas Asset Management
Commodities

Gold breaks records as digitalisation opens the next wave of demand

With gold up more than 60% and central bank demand doubling, investors face a historic turning point in portfolio construction.
Stephanie Gardner
Livewire Markets
Equities

Inside India's 12 months of underperformance

The structural story remains intact and outperformance to resume shortly.
Mugunthan Siva
India Avenue
Equities

Why this income strategy can thrive in uncertain markets

Opportunities to turn volatility into income with covered call ETFs like YMAX, QMAX and UMAX.
Hans Lee
Betashares
Equities

GDG's Grant Hackett on purpose, pressure and leadership (podcast)

“You’re retired to something, not from something.”
Steve Johnson
Forager
Investment Theme

What Blockbuster, Britannica and Blackberry can teach investors about innovation

Disruptive innovation is currently underway in the Australian funds management industry.
Arian Neiron
VanEck
Equities

Is it time to re-invest in luxury brands?

We believe Miu Miu and Birkenstock provide the largest investment returns, and here is why.
Garry Laurence
Profeta Investments
Macro

Hot inflation puts paid to RBA rate cuts this year

A surge in inflation in Q3 points to rates on hold for the rest of thus year and a much reduced chance of a cut next year
Kieran Davies
Coolabah Capital
Equities

With red flags flying, active management gets interesting again

Volatility and valuation gaps are widening fast. For active investors, like Plato's David Allen, that’s not fear - that’s fuel.
Chris Conway
Livewire Markets
Retirement

The final decade before retirement: 6 things to get right and 2 big mistakes to avoid

The decade before retirement is where fortunes are made or broken. Here are the decisions that matter most - plus two big mistakes to avoid.
Vishal Teckchandani
Livewire Markets
Alternatives

The property cycle has turned - here’s what Centuria is buying

With data pointing to stabilising values and strong demand, Jason Huljich says property is entering its most attractive phase in years.
Anna Dadic
Livewire Markets
Asset Allocation

Bubble or boom?

Whether a stock market bubble is forming has become a key debate for investors.
Jeff Schulze
ClearBridge Investments
Equities

2 shock signs the stock market is in a bubble (that aren't AI)

There are worries over an overheated US equities market and these stats suggest those worries may be justified. So what should you do next?
Tom Stelzer
Livewire Markets
Equities

Why investors are betting big on AI-powered health care

The Doctor will see you… and so will the algorithm.
AYA
Arms Rosenberg
Minotaur Capital
Equities

Activism & alpha: Inside Gabriel Radzyminski’s high‑conviction strategy

Future Generation Australia (ASX: FGX) fund manager Gabriel Radzyminski shares his approach to unlocking long-term value for shareholders.
Future Generation
Future Generation
Private Markets

New Metrics research paper explains why real estate private credit is here to stay

A new Metrics analysis shows how regulation, population growth, and investor appetite are driving lasting change in CRE lending.
Chris Conway
Livewire Markets
Equities

Is there opportunity in the software shakeout?

Why we won’t be relying on a recovery in software or a continuation of semi strength to drive future performance
Andrew Mitchell
Ophir Asset Management
Alternatives

Global property is making a comeback. You don't want to miss it

Shawn Lese of Nuveen Real Estate on why global property has turned the corner and where investors can find resilience and growth.
Chris Conway
Livewire Markets
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