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Expert Insights

Why the best opportunities from the energy transition may lie in infrastructure

ESG asset valuations ballooned during the pandemic. But are they still too elevated?
David Thornton
Livewire Markets
Expert Insights

Joye: Investors no longer need to reach for risk in order to secure their return objectives

Coolabah Capital's Chris Joye talks to the secular shift that is currently occurring into bonds.
Chris Conway
Livewire Markets
Reporting Season

Why Telstra isn't selling InfraCo (and its growth plans for the future)

Livewire sat down with CFO and Group Executive Michael Ackland for an inside look at the decision and the company's latest result.
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Ally Selby
Livewire Markets
Equities

Amid the uncertainty in the real estate sector, IML has honed in on a potential winner

Why IML is backing Charter Hall Retail REIT.
Daniel Moore
IML
Expert Insights

Is fixed income back to playing defence?

2022 was a dark year for the asset class, but it may have turned the corner
David Thornton
Livewire Markets
Expert Insights

How to get the best and most impactful returns out of this asset class

Doing good and earning good returns are all possible.
David Thornton
Livewire Markets
Expert Insights

Joye: Equities set for a "terrible" decade

In the age old battle of bonds versus equities, Coolabah's Christopher Joye comes out swinging.
Chris Conway
Livewire Markets
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
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FMG
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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.
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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.
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CAR
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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
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