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Expert Insights

The days of uncorrelated bond and equity returns could be behind us

The coming decade looks different to the last and with that means a change in the usual methods of diversification according to Atrium.
Sara Allen
Livewire Markets
Macro

US manufacturing ticked up to 49.0, Swiss CPI m/m dropped– 0.1% in September

Weekly Update | 6th October, 2023
COH
FMG
+7
Hue Frame
Frame Funds Management
Fixed Income

RBA warns on high-risk debt default cycle and non-bank pain...

Central bank says "non-bank loan quality may come under pressure" while highlighting a spike in global defaults
Christopher Joye
Coolabah Capital
Signal or Noise

How to invest in a market full of confusing signals

Is this the start of a "financial accident" or a healthy, garden variety pullback? We aim to find out.
Hans Lee
Livewire Markets
Expert Insights

Where investors can find enduring value in the energy transition

The world's most important mega-trend is full of opportunities.
David Thornton
Livewire Markets
Equities

Soul Patts is axing equities for alternatives amid a worsening economic climate

We sat down with Soul Patts' CEO Todd Barlow for a deep dive into the team's investment strategy.
BKW
+1
Ally Selby
Livewire Markets
Expert Insights

Why the price you pay is as important as the asset you buy

Ensuring every asset is valued fairly and correctly is critical, which is why it underpins Metrics Credit Partners' investment process.
Hans Lee
Livewire Markets
Expert Insights

When markets are unreliable, invest in reliable companies

This is how global equities portfolio manager Iain Fulton finds them.
Chris Conway
Livewire Markets
Expert Insights

Is it too soon to buy duration?

Adam Grotzinger from Neuberger Berman gives his take
David Thornton
Livewire Markets
Expert Insights

Small caps are looking cheap. These are the stocks Ben Griffiths likes

Eley Griffiths Group's Ben Griffiths thinks the worst of the market cycle is behind us. And he's seeing plenty of opportunities.
BRG
CAR
+7
Sara Allen
Livewire Markets
Expert Insights

Joye pulls no punches amid soaring bankruptcies, low productivity and the zombie apocalypse

Chris Joye from Coolabah Capital has big ideas and strong opinions, backed by data and insights.
Chris Conway
Livewire Markets
Macro

Major stock indexes breaking down

Only 40 stocks in the ASX 200 ended in the green last month. Markets are blaming rising bond yields. So where do things stand?
Kiryll Prakapenka
Fat Tail Investment Research
Expert Insights

The investments that are better than bonds for diversification

Traditional views using bonds for diversification are flawed in the new world. Atrium's Brendan Paul shares what makes a diversifier today.
Sara Allen
Livewire Markets
Livewire Live

Is the energy transition overhyped or underrated?

It's not just about securing renewable energy sources to boost the grid, but also finding the skilled people to build them
Kym Sheehan
Livewire Markets
Livewire Live

Lithium is crowded, and maybe that doesn't matter

According to Auscap's Tim Carleton, lithium is a long-term play
David Thornton
Livewire Markets
Livewire Live

Christopher Joye: Forget equities, bonds will outperform over the next 2-3 years

One of three interconnected Shocking Predictions from Coolabah's Chief Investment Officer
Chris Conway
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 all-weather businesses (and 2 that no longer make the grade)

Magellan's Nikki Thomas and Claremont Global's Adam Chandler run the ruler over all-weather global businesses.
+2
Buy Hold Sell
Livewire Markets
Expert Insights

Why the best value from electrification won't be found in Tesla

For that, investors should look upstream.
WOR
+5
Chris Conway
Livewire Markets
Livewire Live

Regal's Phil King is more bullish than ever on commodities

Despite trouble in China and rising bond yields
David Thornton
Livewire Markets
Livewire Live

Is the sun setting on the international travel boom?

Revenge travel is a thing. But it may soon be a thing of the past
Kym Sheehan
Livewire Markets
1361-1380 of 6204
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