Expert Insights

How to get the best and most impactful returns out of this asset class

Doing good and earning good returns are all possible.
David Thornton
Livewire Markets
Expert Insights

Joye: Equities set for a "terrible" decade

In the age old battle of bonds versus equities, Coolabah's Christopher Joye comes out swinging.
Chris Conway
Livewire Markets
Expert Insights

The days of uncorrelated bond and equity returns could be behind us

The coming decade looks different to the last and with that means a change in the usual methods of diversification according to Atrium.
Sara Allen
Livewire Markets
Expert Insights

Where investors can find enduring value in the energy transition

The world's most important mega-trend is full of opportunities.
David Thornton
Livewire Markets
Expert Insights

Why the price you pay is as important as the asset you buy

Ensuring every asset is valued fairly and correctly is critical, which is why it underpins Metrics Credit Partners' investment process.
Hans Lee
Livewire Markets
Expert Insights

When markets are unreliable, invest in reliable companies

This is how global equities portfolio manager Iain Fulton finds them.
Chris Conway
Livewire Markets
Expert Insights

Is it too soon to buy duration?

Adam Grotzinger from Neuberger Berman gives his take
David Thornton
Livewire Markets
Expert Insights

Small caps are looking cheap. These are the stocks Ben Griffiths likes

Eley Griffiths Group's Ben Griffiths thinks the worst of the market cycle is behind us. And he's seeing plenty of opportunities.
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CAR
+7
Sara Allen
Livewire Markets
Expert Insights

Joye pulls no punches amid soaring bankruptcies, low productivity and the zombie apocalypse

Chris Joye from Coolabah Capital has big ideas and strong opinions, backed by data and insights.
Chris Conway
Livewire Markets
Expert Insights

The investments that are better than bonds for diversification

Traditional views using bonds for diversification are flawed in the new world. Atrium's Brendan Paul shares what makes a diversifier today.
Sara Allen
Livewire Markets
Expert Insights

Why the best value from electrification won't be found in Tesla

For that, investors should look upstream.
WOR
+5
Chris Conway
Livewire Markets
Expert Insights

Why this asset class can still grow at 5-6% pa even in an economic slowdown

Portfolio holdings that can continue to grow even during down times? Metrics' Andrew Lockhart explains.
Hans Lee
Livewire Markets
Expert Insights

The top performing tech stocks that may be the biggest risk in markets today

Market returns have been dominated by the tech sector, and Atrium's Brendan Paul believes this concentration risk is an opportunity.
+3
Sara Allen
Livewire Markets
Expert Insights

Australia has a $3 trillion opportunity. Here's how you can profit from it

Private debt markets may seem daunting but it's also where you have the potential to access double-digit returns.
Hans Lee
Livewire Markets
Expert Insights

Where to hunt for the best credit opportunities

Teiki Benveniste from Ares shares where he is finding opportunities in global credit markets.
Chris Conway
Livewire Markets
Expert Insights

Don't confuse the AI rally with the dot-com bust

One's a bubble, the other isn't (yet)
Chris Conway
Livewire Markets
Expert Insights

Why this asset can play offence and defence in your portfolio

Don't be fooled. Fixed income can also earn you an equity-like return.
Hans Lee
Livewire Markets
Expert Insights

The economy has a sniffle, but Fidelity sees opportunity

A muted reporting season might raise concerns for the Australian economy, but Fidelity's Casey McLean sees opportunities ahead.
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+9
James Marlay
Livewire Markets
Expert Insights

Fixed or floating rate investments? Why not have both

Teiki Benveniste from Ares shares his insights into the credit market and explains the opportunities he is pursuing.
Chris Conway
Livewire Markets
Expert Insights

While the outlook has improved, asset selection remains the key to returns

Ares' Teiki Benveniste sits down with Livewire to discuss credit market risks and opportunities.
Chris Conway
Livewire Markets
Expert Insights

Why this investor always assumes a "worst case scenario" for every potential position

It's not being pessimistic, it's just being pragmatic.
Hans Lee
Livewire Markets
Expert Insights

The credit market is returning 8-10% today

It's been at least 4 years since the market offered up those numbers
David Thornton
Livewire Markets
Expert Insights

"We're in an incredibly attractive macro environment" for this asset class

Rising interest rates caused this fund manager to launch a new fund rather than close it. Here's why.
Hans Lee
Livewire Markets
Expert Insights

For FC Capital, short-term loans must contribute to long-term growth

Private debt can serve an essential role in growing businesses according to FC Capital's Christian Brehm, provided it has a purpose.
David Thornton
Livewire Markets
Expert Insights

This could be the ‘risk-free’ exposure your portfolio has been begging for

This 'risk-free' asset beloved by global institutions is finally offering attractive yield. VanEck's Russel Chesler explains how to use it.
Sara Allen
Livewire Markets
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