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Over the last two decades there has been a meteoric rise of private equity. In Australia alone, there is some $77bn in private markets, with private equity and...

BHP Group’s decision to wind down its Mount Arthur coal mine rather than sell to a private buyer will shorten the mine’s operating lifespan and reduce overall expected...

Consumers around the world are under pressure from rising inflation which erodes the value of real wages and savings. But these effects are not felt equally. Due...

Finally, the ASX popped on the upside just as the BofA’s latest survey of fund managers showed a ‘dire level of investor pessimism’ with the title of the report...

For a market that was a slow burn for a while, exchange-traded funds (ETFs) have hit their stride in recent years. In fact, the latest report from the ASX shows the...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

Since the start of 2022 the share market has been weak with the MSCI ACWI declining 15.6%. This is resulting in widespread atrophy and panic as people question...

A few weeks ago, I sat down with Jonas Daly, Bennelong Fund Management's Head of Distribution, to discuss investing in emerging markets, the importance of alignment...

I’ll let you in on a little secret. While they may not care to admit it, even the most die-hard bottom-up, fundamental investment managers follow and consider macro...

Global markets have capitulated since the NASDAQ 100, proxy for US growth and tech stock performance, reached an all-time high in November 2021. The falls are the...

In this episode we have the enormous opportunity to take some time out to get to know highly regarded gold miner Raleigh Finlayson. For those listeners who aren’t...

Our fundamental model of Australian swap spreads that we released in December 2021 started the new year well, predicting the early tightening of 10-year swap spreads...

While stocks opened marginally lower, it was the RBA minutes from the last board meeting + Deputy Governor Bullock delivering a speech, both of which signalled...

As a result of the RBA's extraordinary decision to hammer unsuspecting households with a staggering 125 basis points of mortgage rate hikes in the space of just two...

Famed Canadian-American economist John Kenneth Galbraith once said that the only function of economic forecasting is to make astrology look respectable. Not the most...

Lazard Asset Management's Matthew Landy has seen many a speculative growth bubble like this before. And he says it's helped him to inform his view about why the team...

Welcome to Charts and Caffeine – Livewire’s pre-market open news and analysis wrap. We’ll get you across the overnight session and share our best insights to get you...

The latest set of figures from AMP will be “messy,” group CEO Alexis George conceded in an interview this week with Allan Gray Australia's Simon Mawhinney. “There’s...

Investors are becoming increasingly aware of the major themes – or gigatrends – dominating our times and even private market investors are in. Urs Wietlisbach,...

Disruptive innovation was a recipe for meteoric growth in the last market cycle, with rockstar investor Cathie Wood synonymous with this form of investing. But all...