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Fixed Income

Volatility providing fertile hunting ground

When markets inevitably change course, risks and opportunities reset, with one investor’s new opportunity another’s pitfall.
Phil Strano
Yarra Capital Management
Investment Theme

A new way to play the US dollar debasement trade?

US dollar devaluation remains a live issue for investors and one fund is throwing its hat in the ring.
Tom Stelzer
Livewire Markets
Fixed Income

Why quality is becoming the defining theme in fixed income

Quality risk-adjusted returns, global diversification and shorter-dated bonds are the opportunities to watch in 2026, say fundies.
Tom Stelzer
Livewire Markets
Fixed Income

Markets priced for perfection amidst a storm brewing

Investor complacency is masking growing credit vulnerabilities, making disciplined downside protection essential.
Jay Sivapalan
Janus Henderson
Asset Allocation

When the world demands energy, the real cost is supply - and it runs through the Strait of Hormuz

Todd breaks down oil and gas, uranium, copper, lithium, rare earths, iron ore, Titanium, coal & the supply chain constraints driving them.
BHP
BOE
+18
Murdoch Gatti
York Wealth Management
Investment Theme

How to build a better portfolio thanks to a $30tn asset class

CI Global Asset Management on the real advantage to private markets and equity injection about to come back to private growth markets.
Tom Stelzer
Livewire Markets
Fixed Income

Google bounds into the Kangaroo Market: ‘record breaking’ or ‘a sign of things to come’?

What Google's entry into Australia's Kangaroo bond market means for investors seeking high-quality credit opportunities.
Shan Kwee
Janus Henderson
Private Markets

Why now is a good time to invest in natural capital: the case for Australian water

Australian water entitlements offer scarce, uncorrelated exposure to natural capital, but require specialist active management.
Jacob Grover
Wilson Asset Management
Alternatives

What the world's largest alternative asset manager is watching now

AI remains the dominant theme, but it's far from the only force shaping markets, according to Blackstone.
Chris Conway
Livewire Markets
Macro

Can Bessent really control U.S. bond yields?

Treasury buybacks face structural limits as Scott Bessent battles sticky inflation, robust economic growth, and market realities.
Damien Klassen
Nucleus Wealth
Commodities

Why oil and LNG prices are spiking, and what it means for Santos and Woodside

Santos is the better bet for oil price leverage, but Woodside has more gas price participation.
STO
+1
David Tuckwell
ETF Shares
Education

The fee spread question ASIC is asking — and private credit investors should too

Same net return. Very different risk. The gap between what borrowers pay and investors receive matters more than many investors realise.
Patrick William
Rixon Capital
Investment Theme

Insights from Singapore: Australia’s AI edge lies in the infrastructure race

As AI shifts from software to physical infrastructure, Australia’s land, energy and security profile position it to benefit.
WAA
WAM
WAX
+1
Tobias Yao
Wilson Asset Management
Income

Why Neuberger likes what it's seeing on rates, inflation and AI spend

Adam Grotzinger says core inflation should be contained and rates on hold, and that's created opportunities across credit markets.
Tom Stelzer
Livewire Markets
Reporting Season

Market share at 15.9% and rising. Perpetual on why Eagers keeps widening the gap

Perpetual's James Rutledge explains why he thinks Eagers Automotive can buck the trend of Australian offshore M&A struggles.
Keith Ford
Livewire Markets
Education

Why “timing” the market is a “loser’s game”

Not even AI can win it – just as hardly anybody can profitably “tip” football or beat casinos. Random fluctuation fools almost everybody.
Chris Leithner
Leithner & Company Ltd
Funds

How we manage our Future Generation investment portfolios

Hear the latest insights from our Future Generation Investment Committee.
Future Generation
Future Generation
Property
Sponsored

Finding value in Brisbane’s red-hot commercial market

Brisbane offices are gearing up for an income-driven recovery with fewer new projects and stronger demand.
Vishal Teckchandani
Livewire Markets
Commodities

Buyers are deserting bonds - why that's good for gold investors

As rising Treasury yields test US policymakers, greater intervention could strengthen the investment case for gold.
Johan Palmberg
World Gold Council
Investment Theme

Owning gold: the question shifts from ‘why’ to ‘why not’

Gold was not spared in the recent sell-off, but it tends to shine as crises drag on - its resilience should not be underestimated.
Mun Fai Cheong
World Gold Council
761-780 of 39264