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The Pitch

The market is pricing in north of 100 bps of rate cuts in the next 12 months. Here’s why the market is wrong

If inflation won't go away, which investments will perform and what should you avoid?
BXB
James Marlay
Livewire Markets
Private Markets

High yields or high risk? What investors need to consider before investing in private credit

Manning Asset Management's Josh Manning joins Livewire for a very different interview on the burgeoning private credit space.
Ally Selby
Livewire Markets
The Pitch

The premium you pay for developed markets hasn’t been this high in 20 years. Here’s what you need to know

…and why it’s a misconception that emerging market companies are cyclical and lower quality.
Sara Allen
Livewire Markets
Alternatives

Macquarie on the asset class expected to accelerate into a "multi-decade growth opportunity"

Macquarie aims to merge profit with purpose with its strategy for capitalising on green energy growth
Chris Conway
Livewire Markets
Equities

What the perma-bears won’t tell you about 'extreme' stock market valuations

The current market’s valuation is among the top 3% of most expensive markets since 1881. Should investors be nervous?
Dr David Allen
Plato Investment Management
Fund in Focus
Sponsored

Christopher Joye says green shoots are on the horizon after years of pain

Staying liquid and defensive has been the play in fixed-income markets. Coolabah's Christopher Joye says a new opportunity is emerging
James Marlay
Livewire Markets
The Pitch

Just because interest rates are being cut right now doesn't mean investors should take more risk

Turn down the noise - and the risk - with this episode of The Pitch.
Hans Lee
Livewire Markets
Signal or Noise

Could the RBA not cut interest rates at all?

A new view being espoused in the economics community is raising eyebrows. But does it have any legs?
Hans Lee
Livewire Markets
Alternatives

Where Apollo is finding ‘S&P like returns’ with a third of the volatility

It has been a glorious time for investors in public markets but this experience is unlikely to be repeated.
James Marlay
Livewire Markets
Buy Hold Sell

Trump v Kamala: What a win for either party will mean for markets

Antipodes' Jacob Mitchell and Magellan's Arvid Streimann share the themes and stocks that would benefit ahead of the US election.
Buy Hold Sell
Livewire Markets
Views from the Top

Hofflin: You’re getting a second chance

High multiples on the ASX are presenting a painful scenario that has played out multiple times before says Lazard's Dr Philipp Hofflin.
+1
James Marlay
Livewire Markets
Signal or Noise

These economists say there is just a 15% chance of a recession in Australia in 2024

And where will the Australian Dollar end the year? Find out the answer to this and other questions in the next episode of Signal or Noise!
Hans Lee
Livewire Markets
Views from the Top

Morgan Stanley’s Chris Nicol on equity strategy, rates, the Aussie dollar, and capital management

In this wide-ranging interview, Nicol unpacks the key factors impacting markets right now and what they could mean for your portfolio.
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 interest rate sensitive stocks for a new world of lower rates

In this episode, Antipodes' Jacob Mitchell and Magellan's Arvid Streimann analyse five stocks that could benefit from lower rates.
+9
Buy Hold Sell
Livewire Markets
Alternatives
Sponsored

Where to find deep discounts and the prospect for outsized returns on the ASX

In this Fund in Focus, Charter Hall's Steve Bennett walks us through the value he is finding in the ASX-listed REITs sector.
CHC
DXS
GMG
+1
Hans Lee
Livewire Markets
The Pitch

The sectors you want to be invested in ahead of the next economic regime change

In this episode of The Pitch, Andrew Swan of Man Group gives his view on a debate many investors are having right now.
Hans Lee
Livewire Markets
Alternatives

As many as 10 stocks in this ASX sector are trading at 15-30% below their intrinsic value

Charter Hall’s Steve Bennett highlights a stock with a $40 billion funds management business that is basically priced at nothing.
CHC
DXS
+1
Hans Lee
Livewire Markets
Equities

Don't let all time highs stop you buying this "bull" market

Three investments the Centennial Asset Management team believe will outperform - Judo Capital (JDO), Credit Clear (CCR) and Austal (ASB).
ASB
CCR
Michael Carmody
Centennial Asset Management
Equities

9 quality small and mid-cap stocks for investors to eye right now

From a miner to video game developer, these are the companies that the WAM team are keeping an eye on for the future.
NCK
+5
Wilson Asset Management
Wilson Asset Management
Views from the Top

Why it's critical investors understand why opportunities present themselves

KKR's Richard Schoenfeld outlines why understanding the technicals is just as important as identifying where the opportunity is itself.
Ally Selby
Livewire Markets
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