Alternatives

Latest news and analysis on Alternatives

Alternatives in Focus

Want 8%+ p.a. with fewer sleepless nights? These 2 portfolios aim to do exactly that

Designed by two seasoned advisers, these portfolios seek strong, reliable returns without the gut-churning volatility of equity markets.
Vishal Teckchandani
Livewire Markets
Commodities

Gold takes a breather... is the dip a buying opportunity?

After soaring to US$4,400, gold has paused. What comes next for the world’s oldest hedge?
Stephanie Gardner
Livewire Markets
Alternatives in Focus

Why being multi-strategy matters as credit markets tighten and evolve

Oak Hill’s multi-strategy approach lets it hunt for yield across markets, and stay ahead when conditions change.
Chris Conway
Livewire Markets
Alternatives in Focus

The cycle that is quietly turning positive

Studley’s final outlook blends data and humour to remind investors that cycles turn quietly, and clarity comes after conviction.
Stephanie Gardner
Livewire Markets
Alternatives in Focus

Are you underweight the asset class driving the best performing portfolios in the world?

Endowments allocate up to 40% to alternatives and they’ve consistently outperformed across decades.
Stephanie Gardner
Livewire Markets
Investment Theme

If 24 LICs ran the Melbourne Cup, which ones would we back?

We handicap 24 LICs by performance, discounts, managers and market conditions and reveal the three we think can cross the line first.
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Daryl Wilson
Affluence Funds Management
Alternatives in Focus

Metrics' Andrew Lockhart on where real estate debt fits in your portfolio

The Metrics managing partner says private real estate debt may offer the protection investors search for when things look toppy.
Tom Stelzer
Livewire Markets
Commodities

Gold breaks records as digitalisation opens the next wave of demand

With gold up more than 60% and central bank demand doubling, investors face a historic turning point in portfolio construction.
Stephanie Gardner
Livewire Markets
Alternatives in Focus

The property cycle has turned - here’s what Centuria is buying

With data pointing to stabilising values and strong demand, Jason Huljich says property is entering its most attractive phase in years.
Anna Dadic
Livewire Markets
Commodities

Are we heading into a golden age?

ASX gold companies have tripled in value and now outrank household names as investors rush to the ultimate hedge.
Tim Carleton
Auscap Asset Management
Livewire Live

Kipp deVeer: why private markets still have room to grow

The Ares Co-President explains what’s driving demand for private credit and where he sees the next set of global opportunities.
James Marlay
Livewire Markets
Equities

5 international markets on fire - and the ASX ETFs to play them

Global equities are on fire: a sector up 118%, a country ETF up 43%. Here are the markets investors can’t afford to ignore.
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Vishal Teckchandani
Livewire Markets
Livewire Live

A look inside the portfolios of Australia's leading investors

From private credit to gold, discover where Soul Patts’ Todd Barlow and Regal’s Phil King see the biggest returns.
Vishal Teckchandani
Livewire Markets
Macro

Gold at record highs – can it keep going? Implications for investors

Gold keeps smashing records, but is it inflation fears, geopolitical shocks or debt worries? Here’s why investors are watching closely.
Shane Oliver
AMP
Asset Allocation

Why alternatives are no longer alternative

Morgan Stanley’s Alexandre Ventelon explains the structural shift, and why alternatives offer more than just diversification.
Anna Dadic
Livewire Markets
Private Assets

Ditching the old playbook - the new model for modern portfolios

Is the 60/40 portfolio obsolete? Ares’ Brendan McCurdy thinks so.
Anna Dadic
Livewire Markets
Commodities

Inflows push gold ETFs to new highs as safe-haven demand builds

With global risks rising, investors piled into gold for a third month, sending assets under management to fresh records.
World Gold Council
World Gold Council
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
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