high yield

Strong First Half for Fintech Lending

Brett Craig

It has been a very active half year in the Australian Alternative Finance (AltFi) market. Since my previous wire on the key themes expected for 2018, the market has continued to grow and evolve. The themes were: 1) Continued Growth, 2) Consolidation of Lenders; and 3) Transparency via Listings. Show More

Quin: Australia is overdue a recession

Livewire Exclusive

Richard Quin, Lead Portfolio manager of Bentham Asset Management, is one of Australia’s most seasoned and successful credit investors. While the asset class remains overlooked and underrepresented in many Australian portfolios, there are two bets he’s making right now that should grab your attention. The first position is that long-term... Show More

How to identify investment ideas?

Microequities

This is the question most prospective investors of our managed funds and anyone interested in small cap investing ask us. Identifying investment ideas, whether it is ASX listed companies or global companies can come about many ways. It could be we stumble upon them by trawling through all the companies... Show More

The problem with yield stocks

Livewire Exclusive

Tim Hannon, Chief Investment Officer at Newgate Capital, thinks ‘yield’ stocks present significant risks in the current environment. “Sometimes high-yield is an extremely risky proposition.” He is concerned about the proliferation of high-yield ETFs and managed funds, as well as direct investors, bidding up the prices of these high-yield stocks... Show More