global markets

Latest news and analysis on global markets

Views from the Top

Why Lazard's Temple would buy equities over bonds even at today's prices

Lazard's chief market strategist Ron Temple updates his views on the US economy, China, fixed income, and geopolitical risk.
Hans Lee
Livewire Markets
Funds

Which global equity fund delivered 69% in 2023?

The best global equity funds surged over the past year, with a late 2023 rally putting the icing on the cake.
+20
Chris Conway
Livewire Markets
Macro

7 themes for the global outlook in 2024

The outlook for 2024 stands in stark contrast to the year we have just had.
Ronald Temple
Lazard Asset Management
Macro

New Zealand held interest rates steady at 5.5%, US preliminary GDP soared 5.2% q/q

Weekly Update | 1st December, 2023
GMG
+2
Hue Frame
Frame Funds Management
Asset Allocation

Why the ASX will outperform US stocks over the next 15 years

The flagship market forecast report from J.P. Morgan Asset Management reveals some fascinating calls.
Hans Lee
Livewire Markets
Macro

Australia’s unemployment rate edged up to 3.7%, US retail sales fell - 0.1% m/m in October

Weekly Update | 17th November, 2023
BHP
FMG
+2
Hue Frame
Frame Funds Management
Macro

The one asset you must own if a "crisis of confidence" grips financial markets

The subject of one of Livewire's most viewed interviews offers an update to his views - from the outsider's perspective.
Hans Lee
Livewire Markets
The Rules of Investing

We are in the midst of a social, economic, financial and political crisis

This week's interviewee is one familiar to long-time viewers and readers of the Livewire website.
The Rules of Investing
Livewire Markets
Macro

UK claimant count change soared 20.4k in Sept, Australia’s CPI y/y rose to 5.6%

Weekly Update | 27th October, 2023
FMG
+2
Hue Frame
Frame Funds Management
Macro

What can we expect from equities in the near future?

Some commentators, pointing to the price to earnings (P/E) ratio for major indices like the S&P500, argue the next decade will be terrible for equities. Are they...
Roger Montgomery
Montgomery Investment Management
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