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Private Markets

September 01, 2026 15:06

Why we think boring is beautiful in our Private Equity portfolio

Why WMA favours resilient, cash-generative private businesses that offer diversification away from AI-driven public market volatility.

Jasper Yeghiaian-Alvandi

Jasper Yeghiaian-Alvandi

Wilson Asset Management

September 01, 2026 15:06

Equities

July 10, 2026 09:42

The symbiosis between private equity and shareholder activism in Japan

Boards, under more pressure, are now more willing to go private, supported by a private equity fund.

James Halse, CFA

Senjin Capital

July 10, 2026 09:42

Asset Allocation

August 26, 2026 06:45

The Future Fund’s playbook for AI and what it means for investors

Invest in a transparent portfolio of listed and liquid direct & indirect private equity as well as private equity managers.

Arian Neiron

Arian Neiron

VanEck

August 26, 2026 06:45

Alternatives

July 14, 2026 06:00

The growth companies defining the next decade aren't on the ASX

In the following interview, we discuss why active private equity matters when listed markets are concentrated, technology is rewriting moats, and...

Anna Dadic

Anna Dadic

Livewire Markets

July 14, 2026 06:00

Alternatives

July 13, 2026 06:00

What if the best companies disappear, or never list?

Despite generating around 60% of global GDP growth, Asia attracts less than 3% of global private equity fundraising, according to Private...

Chris Conway

Chris Conway

Livewire Markets

July 13, 2026 06:00

Alternatives

July 15, 2026 06:00

The crowd is fighting over 1%. In this market, it pays to look elsewhere

In my conversation with Claire Smith, she laid out a striking imbalance at the heart of private equity. "Seventy cents in every dollar goes into the...

Chris Conway

Chris Conway

Livewire Markets

July 15, 2026 06:00

Alternatives

July 16, 2026 06:00

The public market pie is shrinking. Here’s what investors are missing

"Probably about seven years ago, we started to see a little bit of a trickle of products coming in and that's really become a stream over the last three to...

Keith Ford

Keith Ford

Livewire Markets

July 16, 2026 06:00

Alternatives

July 06, 2026 06:00

Most managers have 30% in software. Apollo has 3%. Here's what it's hunting instead

“In AAA, our software exposure is roughly 3%, versus the private equity industry which has ~30% exposure to software,” Hanno says. That is a notable...

Chris Conway

Chris Conway

Livewire Markets

July 06, 2026 06:00

Private Markets

July 08, 2026 09:48

What do Private Equity investors look for? Blackstone's playbook

The information in this material is general information only and is intended solely for licensed financial advisers or authorised representatives of licensed...

Blackstone .

Blackstone .

Blackstone

July 08, 2026 09:48

Equities

September 01, 2026 05:30

Everyone has a plan until they get punched in the mouth

Global investible assets include global public equities, fixed income, private equities, private credit, gold, commodities, money markets, real...

Chad Padowitz

Chad Padowitz

Talaria Asset Management

September 01, 2026 05:30

Education

August 25, 2026 11:10

Market state of play - and what to do

And if institutions are changing their asset allocations to reflect these shifts, should private investors do the same?

Roger Montgomery

Roger Montgomery

Montgomery Investment Management

August 25, 2026 11:10

Markets

July 28, 2026 10:11

Blackstone's mid-year investment perspectives

Notably, our biggest theme, artificial intelligence (AI), has seen extraordinary demand growth that is converging with constrained, capital-intensive supply and...

Blackstone .

Blackstone .

Blackstone

July 28, 2026 10:11

Shares

September 02, 2026 06:00

4 bids, 1 stock: Australia's national malaise illustrated in this small-cap

The bids did not arrive because the thesis was clever. They arrived because Sumitomo, ORIX and Element eventually did the same maths as...

Chris Prunty

Chris Prunty

QVG Capital

September 02, 2026 06:00

Markets

September 04, 2026 12:14

Is AI debt making US$1 trillion of bonds behave strangely? The warning signs ASX investors should watch

Stanger & Co, that more than US$14.5 billion of investor capital remains stuck in more than a dozen funds, while Stracke warned of a pipeline of troubled...

Carl Capolingua

Carl Capolingua

Livewire Markets

September 04, 2026 12:14

Income

August 18, 2026 06:00

What the bond market knows that equity investors may be missing

Record-high equities are telling one story. Brad Dunn explains why the bond market is telling investors something very different.

Chris Conway

Chris Conway

Livewire Markets

August 18, 2026 06:00

Investment Theme

September 04, 2026 06:00

A box seat to the US$3 trillion sports and media opportunity

"(2,3) "We believe there's low correlation to traditional capital markets and other asset classes, to private equity and private credit, and...

Tom Stelzer

Tom Stelzer

Livewire Markets

September 04, 2026 06:00

Fixed Income

August 27, 2026 12:11

Private credit is being tested. Here is what matters now

The more relevant questions are whether the transaction made sense when it was originated, whether investors understood and were appropriately compensated for...

Josh Manning

Josh Manning

Manning Asset Management

August 27, 2026 12:11

Retirement

August 04, 2026 09:47

The top-performing growth super funds of the past decade (and the strategy they share)

Meet the top three Hostplus: Staying invested through every "dust storm" HostPlus's Chief Investment Officer Sam Sicilia Hostplus claimed the top...

Vishal Teckchandani

Vishal Teckchandani

Livewire Markets

August 04, 2026 09:47

Alternatives

August 06, 2026 07:00

What the world's largest alternative asset manager is watching now

Whether it's building data centres, financing electricity grids or expanding private credit, demand is growing much faster than traditional funding sources...

Chris Conway

Chris Conway

Livewire Markets

August 06, 2026 07:00

Investment Theme

July 31, 2026 09:00

Summarising my current AI thesis – Part 2

How to respondAcross my articles and media commentaries, I have emphasised that preparing for an artificial intelligence (AI) re-pricing is not about timing a top or...

Roger Montgomery

Roger Montgomery

Montgomery Investment Management

July 31, 2026 09:00

Equities

July 03, 2026 07:30

The fastest-growing large investment opportunity you’ve never heard of

The private-equity endgame One of the most powerful tailwinds for activists is the explosion in take-private deals....

James Halse, CFA

Senjin Capital

July 03, 2026 07:30

Macro

August 12, 2026 17:41

What happens next at the Fed matters

An unwind would be felt across asset classes globally – especially those that have relied on cheap funding to fuel stretched valuations.It’s important to understand...

Roger Montgomery

Roger Montgomery

Montgomery Investment Management

August 12, 2026 17:41

Expert Insights

August 04, 2026 06:00

Looking for double-digit investment income? How the risk and return trade-off works

That observation became Remara, an Australian private credit firm McVeigh founded after nearly a decade at Brookfield.

Anna Dadic

Anna Dadic

Livewire Markets

August 04, 2026 06:00

Retirement

August 12, 2026 11:26

The 10 super funds delivering the best returns for the risk they take

A lower number indicates returns have generally been more stable. That's what makes First Super's result stand out. Its Balanced option returned 7.7% per...

Vishal Teckchandani

Vishal Teckchandani

Livewire Markets

August 12, 2026 11:26

Education

August 29, 2026 15:31

Media worth consuming – August 2026

Over $1 trillion of investors’ capital is trapped in zombie private equity funds, with managers reluctant to sell assets below previous high...

Jonathan Rochford

Jonathan Rochford

Narrow Road Capital

August 29, 2026 15:31

Equities

August 25, 2026 14:46

What historically low numbers from banks and retailers mean for markets

So across the banking sector, the major banks saw a 12 to 20%—depending on the bank—fall in mortgage applications over that period since May. And...

Daniel Moore

Daniel Moore

IML

August 25, 2026 14:46

Exchange Traded Funds (ETFs)

July 31, 2026 06:00

If Australia had 'Albo Accounts', which ETF should make the cut?

https://vote.easypolls.net/6a6a80e8376e410061eb6b09

Vishal Teckchandani

Vishal Teckchandani

Livewire Markets

July 31, 2026 06:00

Asset Allocation

August 14, 2026 09:47

Super funds, ordinary returns

If I add 10% real assets, 10% private credit, and 10% fixed income and cash, it delivers a blended 21.9%. I'm not trying to out any super funds, so...

Sebastian Ferrando

Sebastian Ferrando

Koda Capital

August 14, 2026 09:47

Education

September 04, 2026 14:02

The great inversion: Investment opportunities amid a new paradigm

It reaches into utilities, engineering firms, electrical equipment, data-centre real estate, energy infrastructure, and private credit providers financing the...

Franklin Templeton Investment Solutions

Franklin Templeton Investment Solutions

Franklin Templeton

September 04, 2026 14:02

Investment Theme

July 22, 2026 14:30

Tax reforms set to reshape traditional approach to portfolio construction

Real estate private credit sits within this income category. It generates contractual, recurring distributions backed by physical assets. While not immune to...

Alan Greenstein

Alan Greenstein

Zagga Investments

July 22, 2026 14:30

Equities

August 17, 2026 11:35

Record highs and the great market debate

The counter to that of course is inflation over the last 26 years in the cost of building out any infrastructure. While AI spending flows to semiconductors,...

Roger Montgomery

Roger Montgomery

Montgomery Investment Management

August 17, 2026 11:35

Wealth

July 28, 2026 10:00

How to invest $1 million in 2026 | Mid-year update

That number looks better if you include dividends, but it still lags well behind the S&P 500's 20% return. As global markets continue the run of double-digit...

James Marlay

James Marlay

Livewire Markets

July 28, 2026 10:00

Income

July 21, 2026 06:00

6 investments that just became more attractive under Labor's tax changes

He notes the growing number of fixed-income listed investment trusts paying regular monthly income, the emergence of more equity-income LICs...

Vishal Teckchandani

Vishal Teckchandani

Livewire Markets

July 21, 2026 06:00

Markets

August 12, 2026 09:42

Morgan Stanley’s 5 big investment calls for the rest of 2026

Morgan Stanley remains overweight alternatives, favouring infrastructure, hedge funds, asset-backed lending, private market secondaries and selected buyouts....

Chris Conway

Chris Conway

Livewire Markets

August 12, 2026 09:42

Equities

August 28, 2026 06:30

Is healthcare finally turning the corner?

Marc Whittaker

Marc Whittaker

IML

August 28, 2026 06:30

Investment Theme

August 24, 2026 14:21

ARK's chief futurist's tip for the next big company - and what you're getting wrong on AI

But our only mechanism by which we can express that view is basically to long the equity or long the option stack on the equity." Prediction markets...

Tom Stelzer

Tom Stelzer

Livewire Markets

August 24, 2026 14:21

Income

August 19, 2026 06:00

The end of hybrids - what you need to do now

AT1s sit above common equity and below Tier 2 bonds in a bank's capital structure and were designed as an additional layer of liquidity. But the real-world...

Tom Stelzer

Tom Stelzer

Livewire Markets

August 19, 2026 06:00

Markets

July 24, 2026 06:00

Think you’re well diversified? Think again (plus 3 stocks that can help)

Global investible assets include global public equities, fixed income, private equities, private credit, gold, commodities, money markets, real...

Keith Ford

Keith Ford

Livewire Markets

July 24, 2026 06:00

Macro

July 01, 2026 09:00

What could a crash look like?

Global private equity (PE) assets under management now exceed US$23 trillion – roughly a twentyfold increase since the turn of the century.Because PE...

Roger Montgomery

Roger Montgomery

Montgomery Investment Management

July 01, 2026 09:00

Shares

July 13, 2026 15:44

The top-performing Australian equities funds of FY26

It aims to deliver, in their words, "private equity-style returns with listed market liquidity." Source: L1 Capital Catalyst Fund Quarterly...

Anna Dadic

Anna Dadic

Livewire Markets

July 13, 2026 15:44

1-20 of 2706

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