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Macro

Five constraints on medium term investment returns

Five megatrends suggest higher medium-term inflation pressures and lower economic growth than pre-pandemic
Shane Oliver
AMP
Daily Report

The Match Out: Equities unchanged though Inflation continues to bite

The daily Match Out for Wednesday 25 October 2023 with James Gerrish of Market Matters
AX1
+14
James Gerrish
Market Partners
Macro

A likely "material upward revision" to the RBA's inflation outlook

The big forecast miss on Q3 inflation risks a slower return of inflation to target
Kieran Davies
Coolabah Capital
Alternatives

How to invest in alternatives: One of the fastest growing asset classes in Australia

Alternatives represent a fast growing and rich opportunity set for investors but you need to educate yourself to take advantage.
Chris Conway
Livewire Markets
Fund in Focus

Targeting 15% pa returns (with zero equities exposure)

Our global private equity (PE) fund provides all-in-one investment exposure to unlisted opportunities across multiple markets and industries
Peter Beske Nielsen
EQT Partners
Equities

Insider Trades: Directors double down on this ASX 200 company after a 20% selloff

Seven Bapcor directors purchased a combined $422,400 worth of shares after a downbeat trading update wiped off nearly 20% of its market cap.
BAP
Kerry Sun
Livewire Markets
Equities

The market metric seldom discussed (and why it matters)

Equities are "expensive" relative to bond yields, with a variety in options available as to how this conundrum might be resolved.
AD8
PME
REA
Rudi Filapek-Vandyck
FNArena
Daily Report

ASX 200 to fall, S&P 500 tumbles on disappointing Alphabet earnings

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

Regal’s Phil King expects one sector to stand tall as cost pressures rise

Forget cash, the ability to pass on costs is king, according to the Regal boss
360
CTT
LTR
+4
Glenn Freeman
Livewire Markets
Asset Allocation

Getting ahead of changing bank hybrid rules

Expected regulatory changes could put further pressure on Australian Bank Hybrids. Consider another type of 'convertible' securities.
Cameron McCormack
VanEck
Private Markets

European private debt: a growth story away from the limelight

In a financial landscape where tradition often takes precedence, Europe is gradually shifting gears. Away from the VC limelight and the bank-dominated headlines, the...
Christian Brehm
FC Capital
Equities

The fall and rise of uranium

The nuclear industry is undergoing something of a renaissance. For anyone with an interest in the industry, even a passing one, it’s been a painfully long wait, but...
BOE
PDN
David Haddad
Eiger Capital
Macro

RBA should hike in November on higher inflation

Underlying inflation is tracking well above the RBA's forecast profile
Kieran Davies
Coolabah Capital
Macro

The ECB assesses this cycle’s slowdown with a “pause” likely

Our economist examines Europe’s slowing but persistent inflationary pressures.
Macrobond Financial
Macrobond Financial
Equities

Climate moneyball: the star player stocks aren't the usual suspects

Ideas on how to assemble a portfolio able to be competitive in a changing world
+1
Kym Sheehan
Livewire Markets
Alternatives

75% of the great companies aren’t listed. Here’s how you can access them

Sweden's EQT Partners, one of the world's biggest private equity managers, is touching down in Australia. Find out what they have to offer.
David Thornton
Livewire Markets
Daily Report

The Match Out: A slight gain on the ASX today puts an end to a 3-day rout

The daily Match Out for Tuesday 24 October 2023 with James Gerrish of Market Matters
AD8
+3
James Gerrish
Market Partners
Commodities

Bitcoin rally signals potential big move forming elsewhere too

Callum Newman of Fat Tail Investment Research explains what could be driving bitcoin higher...and how it could play out on the ASX.
Callum Newman
Fat Tail Investment Research
Daily Report

ASX 200 to rise, S&P 500 snaps 5-day losing streak as strong earnings lift stocks

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

How Morgan Stanley Wealth Management is investing through uncertain times

A new report runs the ruler over global markets, including Australia, and provides insights on regions, sectors and asset classes into 2024
Glenn Freeman
Livewire Markets
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