Alternatives

Latest news and analysis on Alternatives

Reporting Season

For Pilbara investors, it's a game of patience

Pilbara Minerals delivered as expected, but the big test is ahead: Can it survive soft prices and benefit when lithium demand tightens?
Vishal Teckchandani
Livewire Markets
Asset Allocation

Ethereum hits new ATH: Are the crypto bulls back in town?

The second-largest cryptocurrency has broken its 2021 all-time high. That's a good sign for the wider crypto market.
Tom Stelzer
Livewire Markets
Equities

'Bitcoin v Gold': ASX companies bet on digital token, but is tokenised gold the future of money?

Companies are racing to add bitcoin to their balance sheets, but tokenised gold may surprise as the real future of money.
DCC
OPL
Tom Richardson
Livewire Markets
The Rules of Investing

Lessons from the ‘dark side’ of credit

From GFC-era rescues to $12b in assets, Frank Danieli shares how MA Financial turns hard-won lessons into disciplined credit investing.
The Rules of Investing
Livewire Markets
Macro

When cash is trash: Gold tells the real story for Aussie investors

The gold price is up nearly 40% in Australian dollar terms in just 12 months, as cash continues to lose value rapidly.
Tom Richardson
Livewire Markets
Equities

A year of strong outperformance for those who picked the better junior resources stocks

And here are three with the sort of advanced exploration projects which could put them on the winners list in time to come.
+3
Barry FitzGerald
Independent Journalist
Private Assets

Don’t look down: The risk beneath the return

Despite the proliferation of private credit strategies, there is almost no standardised disclosure about fund performance.
Joe Millward
Epsilon Direct Lending
Equities

The lithium bear market is finally over (or is it?) Latest demand, supply, and price drivers, plus ASX lithium stocks to watch

Lithium has spiked in the last few weeks, leading many to speculate the low is in. We investigate the latest price drivers to see if it is.
CXO
+16
Carl Capolingua
Livewire Markets
Asset Allocation

Bitcoin ETFs at a tipping point: from niche product to portfolio staple

With record inflows and local super funds watching, this asset is no longer just for speculators.
Bridget Nichols
Monochrome Asset Management
Commodities

Party like it’s 1890: historic gold prices hit Kalgoorlie

The Diggers and Dealers Conference in Kal is taking place, and geologist James Cooper has a golden ticket! Read on to find out the goss!
+1
James Cooper
Fat Tail Investment Research
Commodities

Copper M&A set to get hotter as industry players look for more exposure ahead of supply deficits

Trump’s tariff backdown hit the price but supply-demand themes remain strong; Sunstone among potential targets; ETM's Spanish acquisition.
BHP
HCH
+4
Barry FitzGerald
Independent Journalist
Investment Theme

Rethinking defensive strategies to protect income: why real estate private credit is gaining ground

Real estate private credit is gaining traction as a compelling solution for investors prioritising capital preservation and income stability
Alan Greenstein
Zagga Investments
Private Assets

Why smart investors are rebalancing alternatives with gold

During periods of market stress, gold steps up as liquid, reliable and resilient
Marissa Salim
World Gold Council
Private Assets

Want diversification and yield? This growing market could fit the bill

Private asset-based finance is booming. Here's why investors are paying attention.
Tal Reback
KKR Australia
Fixed Income

Real returns, real restraint: why RAM won't budge on risk

In today’s income-starved market, RAM's Real Income Fund sticks to quality, discipline and capital stability to deliver for investors.
Chris Conway
Livewire Markets
Fixed Income

Unusual cyclical dynamics is taking investor risk appetite on a journey

Global industrial output and U.S. retail sales remain strong despite weak sentiment, signaling near-term opportunities and inflation risks.
Damien Boey
Wilson Asset Management
Funds

The top-performing alternative asset funds for FY25

Whilst equities hogged the limelight, the top-performing alternatives funds also delivered in FY25 - on both diversification and performance
Chris Conway
Livewire Markets
Funds

The top-performing alternatives ETFs of FY25

It was the old-world store of value and the new-age digital gold that stole the show in FY25.
+4
Vishal Teckchandani
Livewire Markets
Outlook Series
Sponsored

The Ultimate Investing Guide for 2025

Learn where investment experts see opportunity and risk within nine asset classes in this exclusive eBook.
Livewire Exclusive
Livewire Markets
Alternatives in Focus

Debunking the myths surrounding private credit

Here, Kelli Marti from Churchill Asset Management, by Nuveen, outlines why private credit remains an attractive opportunity today.
Ally Selby
Livewire Markets
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