macro investing

Latest news and analysis on macro investing

Markets

The macro calls that could define the next decade of investing

Two of Australia's leading investment minds explain where inflation, AI and policy are taking markets, and how portfolios should adapt.
Chris Conway
Livewire Markets
Equities

Why QBE, TCL and CPU are the top 3 ASX Companies for higher rates in 2026

To win in 2026, investors must pivot toward companies with three specific advantages: the float, pricing power, and the productivity moat.
CPU
+2
William Taylor
ETF Shares
Equities

Growth at reasonable yield (GARY) shows defense is the best form of offense

Bears can beat the bulls with growth and yield
ASB
+1
Mathan Somasundaram
Deep Data Analytics
Signal or Noise

The big signals every investor should watch ahead of 2024

Signal or Noise takes a look at the year that was 2023 - and prognosticates about what might happen in 2024.
MQG
+2
Hans Lee
Livewire Markets
4
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