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Why Centennial’s Matthew Kidman went to 50% cash – and what he’s buying now

Matthew Kidman, Co-Founder of Centennial Asset Management one of Future Generation Australia's (ASX: FGX) pro bono fund managers.
Future Generation
Future Generation
Macro

The case for optimism: Inside our macro pivot this month

Trump’s pivot on fiscal and trade policy has changed our macro view. We no longer expect a recession - here’s why we’ve turned bullish.
Xinyu Ru
Fawkes Capital Management
Property

Infrastructures report card: Still behind, still underfunded

The Report Card indicates a funding gap of at least $3.6 trillion which, in our view, points to sizeable opportunities for and investors.
Global X ETFs
Global X ETFs
Equities

The famous yield curve: buy or sell signal? You decide…

The bankers look bullish...
PLT
PPM
+1
Callum Newman
Fat Tail Investment Research
Macro

President Trump’s policies and the equity risk premium – the good, the bad and the ugly

Shares have rebounded on Trump’s tariff retreat, but his erratic policy shifts could weigh on long-term return expectations.
Shane Oliver
AMP
Funds

Ophir, Regal and Macquarie reveal their formulas for long-term wealth creation

Phil King reveals the strategies that help Regal get ahead, as Ophir and Macquarie stock pickers reveal their top methods to make money.
Tom Richardson
Livewire Markets
Equities

Key insights and stock picks from the 2025 Sohn Conference in New York

The latest Sohn Conference was held in New York overnight - here are the key insights from some of the world's best stock pickers.
+5
Chris Conway
Livewire Markets
Property

How Trump’s about-face on tariffs means fewer RBA rate cuts ahead

Shares are up, but expectations for rate cuts are down. How Trump’s about-face on tariffs just slashed RBA rate cut probabilities.
BHP
+8
Carl Capolingua
Livewire Markets
Macro

Tariffs, policy, and valuations

Given US equities’ recent performance investors will be assessing what conditions are necessary to re-enter the market.
Chris Iggo
BNP Paribas Asset Management
Equities

50% upside hidden in this lab testing powerhouse: Eurofins Scientific

Why Eurofins Scientific is currently among the largest positions in our Global Equity Fund
Sam Chipkin
5AM Capital
Equities

Tencent - Quality franchise on discount valuations

As the market questions the return on investment on Artificial Intelligence capex - Tencent demonstrates the power of its digital eco-system
Sunny Bangia
Blackwattle Investment Partners
Education

Warren Buffett’s remarkable investing life – in charts

As Berkshire Hathaway’s chairman gets set to retire, we look at his legacy and lessons.
Hans Lee
Betashares
Equities

How investors should navigate Trump’s second term

With Trump driven news flow in 2025 already exceeding Biden’s entire four years of Presidency, it’s a useful time to step back and gain perspective on why these...
WGB
Nick Healy
Wilson Asset Management
Commodities

Iron ore strength hiding in plain sight

It's the key price for the country...
Callum Newman
Fat Tail Investment Research
Commodities

Gold’s ascent fueled by risk and policy jitters

Structural forces suggest this rally may have legs, despite profit taking and the advancement of trade talks.
World Gold Council
World Gold Council
Funds

Australia's $24 billion dollar fund manager giving retail investors an institutional edge

Vinva analyses 15,000+ stocks and 3 million articles a year. Now, its data-driven edge is available to retail investors
James Marlay
Livewire Markets
Equities

2 ideas in 200 words #5

2 Key Ideas from the recent Macquarie Australian Conference
IPH
Romano Sala Tenna
Katana Asset Management
Investment Theme

It's not just cricket: Why investors are paying attention to India

India is known globally for cricket, but its economic growth story is equally remarkable.
Arian Neiron
VanEck
Private Markets

Real estate values have bottomed and the market recovery is on

Today presents an important opportunity to rebuild allocations to core commercial real estate at what we believe is one of the best entry points for commercial real...
Teiki Benveniste
Ares Wealth Management Solutions
Views from the Top

Buying unloved companies put this fund manager on top. Here's what he likes now

From ASX small-caps to US exceptionalism, share markets are changing faster then ever. Steve Johnson explains why and how to adapt.
PLT
Tom Richardson
Livewire Markets
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