Latest

Alternatives

"A trifecta of resiliency, income and growth" and the market is sleeping on it

Defensive income was the old pitch. Sarah Lau of ResCap says infrastructure is in a generational growth cycle - and it's only just begun.
Anna Dadic
Livewire Markets
Alternatives

AI is driving the first real growth in Australian energy demand in 20 years

The infrastructure investing universe has expanded. EQT’s Sam Franklin on AI, energy and Australia’s standout infrastructure opportunity.
Keith Ford
Livewire Markets
Alternatives

Delivering on many fronts: why infrastructure is having its next great moment

A new supercycle or an ongoing structural growth story - whatever you call it, infrastructure is delivering in a way few asset classes can.
Tom Stelzer
Livewire Markets
Alternatives

Why Schroders' Benjamin Alt isn't worried about finding good investments

Most private equity investors think mega-buyouts. Schroders sees more chances to capitalise on inefficiencies at the smaller end of town.
Keith Ford
Livewire Markets
Alternatives

How to invest in crypto now the rules have changed

The Gensler era is over, the SEC now allows token value accrual, and protocols are paying holders. The investment thesis has been rewritten.
Ryan McMillin
Merkle Tree Capital
Alternatives

Meet the investor trusted by the world’s biggest pools of capital

The world’s biggest sovereign wealth and pension funds entrust billions to Glenn August. Here’s what his 39 years in credit have taught him.
Chris Conway
Livewire Markets
Alternatives

From the Digital Economy to IPOs: Where Blackstone sees the next opportunity

Blackstone's Winfield Sickles on AI, real estate's recovery, the year of the IPO and why private equity is still the biggest pond.
Anna Dadic
Livewire Markets
Expert Insights

Where The Big Short’s Greg Lippmann is seeing risk build in markets now

Greg Lippmann called the GFC before the rest of Wall St. Now he and Antipodes Partners are comparing notes on where risk is building next.
Anna Dadic
Livewire Markets
Markets

Gold, silver and the commodity price cycle – an ASX investor’s guide to what comes next

Gold and silver set records in January then crashed by July – the commodity price cycle was at work, but not the version you were taught.
Carl Capolingua
Livewire Markets
Alternatives

Monetary responders: are these the heroes your portfolio needs right now?

The US debt crisis has changed the dynamic on the security of bonds. Investors might need to look elsewhere for defensiveness.
Stuart Eliot
AMP Investments
Shares

Is gold finally oil-proof? Top ASX gold stocks as the bull market reignites

An oil price spike crushed gold in March, but this time bullion and the miners are rallying alongside crude – and that changes things.
BGL
+14
Carl Capolingua
Livewire Markets
Alternatives

Jon Gray on the AI ecosystem, IPOs, and real estate

What does Blackstone’s position as one of the largest private capital providers to the AI ecosystem tell us? In his latest 'Market Views' commentary, Blackstone’s...
Blackstone
Blackstone
Alternatives

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

AI remains the dominant theme, but it's far from the only force shaping markets, according to Blackstone.
Chris Conway
Livewire Markets
Retirement

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

The decade's best-performing growth funds relied less on Australian shares and more on global markets and private assets.
Vishal Teckchandani
Livewire Markets
Expert Insights

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

Remara's Andrew McVeigh spotted two gaps in the Australian market a decade ago. He built a business around both and says neither has closed.
Anna Dadic
Livewire Markets
Markets

Blackstone's mid-year investment perspectives

The outlook remains constructive, though not without risks that could create periods of volatility along the way.
Blackstone
Blackstone
Alternatives

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

EQT's Frank Heckes and Lonsec's Darrell Clark explain the opportunity for investors in the 85% of large companies that are now private.
Keith Ford
Livewire Markets
Alternatives

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

The biggest deals get the headlines, but Schroders' Claire Smith believes the richest hunting ground sits elsewhere.
Chris Conway
Livewire Markets
Alternatives

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

From Compass Education to Douzone - EQT's Frank Heckes on finding moats before the market does.
Anna Dadic
Livewire Markets
Alternatives

What if the best companies disappear, or never list?

Don't be fooled by SpaceX's megalisting - public markets are shrinking and early growth lives off-exchange.
Chris Conway
Livewire Markets
Alternatives

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

Eric Hanno explains why Apollo is underweight software and backing hard assets, structured equity and critical infrastructure.
Chris Conway
Livewire Markets
Alternatives

Private credit explained: what matters beyond the noise?

Private credit has grown rapidly, but so have the misconceptions. Here’s what investors should understand.
Blackstone
Blackstone
The Rules of Investing

Investing in the 1%: Backing generational companies with Blackbird’s Samantha Wong

Innovation starts at the grassroots, and Australia and New Zealand are producing their fair share of generational companies.
The Rules of Investing
Livewire Markets
The Rules of Investing

Inside the half-trillion-dollar firm backing AI’s backbone

EQT Infrastructure’s Ken Wong explains why the physical layer powering AI is the market’s most-misunderstood growth opportunity.
The Rules of Investing
Livewire Markets
Alternatives

Gold has surged over five years. Is it still worth holding?

Gold has delivered strong returns, but after such a sharp rally, investors may need to focus on the portfolio role.
+10
Sara Allen
Livewire Markets
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