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Fund in Focus
Sponsored

Lazard's formula for finding the world's best infrastructure assets

Warryn Robertson explains why he adheres strictly to Lazard's definition of "preferred infrastructure" in this Fund in Focus.
Chris Conway
Livewire Markets
Equities

RPM Automotive Group (ASX:RPM) – growth, scale and improving prospects on a low single-digit PE multiple

Having recently affirmed its FY24 guidance of ~$12m EBITDA, we think a low single-digit PE multiple undervalues this growing business.
BAP
Steve McCarthy
DMX Asset Management
Macro

A September cut is back on the table

May CPI Data - Seema Shah
Seema Shah
Principal Asset Management
Macro

Just one cut this year… but do they reeeeallly mean that?

The Federal Open Market Committee (FOMC) kept the benchmark policy rate at 5.25%-5.50% today for the seventh consecutive meeting. More significantly, the latest dot...
Seema Shah
Principal Asset Management
Income

Don’t hope for cuts, prepare for hikes

With markets discounting a hard landing it makes sense to prepare for the worst rather than hope for the best.
James Marlay
Livewire Markets
Private Markets

The lesser-known concentration risk facing this asset class

Many investors are not applying diversification universally in their portfolios - it's creating a concentration risk in this asset class.
Arian Neiron
VanEck
Investment Theme

Diversifying for success: Why alternative investments matter in your portfolio

In the evolving investment landscape, the concept of diversified portfolios has become synonymous with the pursuit of financial resilience.
Alan Greenstein
Zagga Investments
The Pitch

No need to look for needles, there's value across the entire AI stack

When there is lots of jockeying for position in a developing industry, having exposure to the entire value chain can offer benefits.
+6
Chris Conway
Livewire Markets
Daily Report

ASX 200 to fall, Apple lifts S&P 500 and Nasdaq to record highs ahead of Fed and CPI report

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Education

Scaling success: the secrets behind continuous market share gains

The latest Firetrail Equity Edge Podcast has just landed.
Firetrail Investments
Firetrail Investments
The Pitch

How specialisation is driving growth for this healthcare property fund

Many businesses are focusing on specialisation, to set themselves apart from their competitors - Real Asset Management is no different
Chris Conway
Livewire Markets
Views from the Top

All-time highs no bother for those playing in small and mid cap space

With markets at all time highs, one might think there is little value to be found. That's not the case in SMID-caps according to Qiao Ma.
Chris Conway
Livewire Markets
Daily Report

ASX 200 to fall, S&P 500 and Nasdaq close at record highs + Gold prices slump

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Macro

One step forward, two steps back - May Jobs Report

Payroll gains were hotter than expected in May, slamming the door shut on any hopes of a July policy rate cut. The latest jobs report showed that 272,000 non-farm...
Seema Shah
Principal Asset Management
Buy Hold Sell

Buy Hold Sell: 3 dividend darlings (and 2 traps)

In this episode, Plato's Peter Gardner and Merlon's Andrew Fraser analyse the dogs and darlings of the ASX's income plays.
JBH
+2
Buy Hold Sell
Livewire Markets
Equities

To enjoy this stock market party, do you really have to dance near the door?

You can own mega cap growth stocks and sleep at night too.
LLC
LTR
+4
Dr David Allen
Plato Investment Management
Fixed Income

Don’t let biases towards global credit overshadow the opportunity

While higher yielding segments of global credit markets can add alpha to diversified investment portfolios, these opportunities are often overlooked by Australian...
Teiki Benveniste
Ares Wealth Management Solutions
Equities

The MedTech minnow that could be the next ResMed

Don't sleep on this alternative treatment to CPAP in the massive and growing obstructive sleep apnea market
RMD
+2
Jacob Celermajer
Cordis Asset Management
Signal or Noise

3 investors nominate their favourite income asset pick for the next 5 years

Signal or Noise presents its Income Investing edition sneak peek!
ORG
Hans Lee
Livewire Markets
Income

How to generate a 7% yield irrespective of interest rates, dividends, and the economic cycle

And the importance of having multiple sources of return in a portfolio.
Ally Selby
Livewire Markets
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