Expert Insights

This private debt fund is plugging the gap left by the Big 4

... and it's a $2 billion gap, at that.
David Thornton
Livewire Markets
Expert Insights

VanEck: where interest rates are headed next and how to capitalise

Bonds are looking attractive but there's more to come in the world of fixed income according to VanEck's Russel Chesler.
Sara Allen
Livewire Markets
Expert Insights

Want double digit returns with nearly 100% downside protection? This may be the answer

"Full recoverability" is the standard FC Capital live by
David Thornton
Livewire Markets
Expert Insights

The best opportunities for today's market (plus an asset to hold for the next 5 years)

While the market prognosis looks subdued, VanEck’s Jamie Hannah argues there’s plenty of opportunity for investors to capitalise on.
Sara Allen
Livewire Markets
Expert Insights

Why this small-cap healthcare stock could be a takeover target

Eiger Capital's Stephen Wood outlines where we are in the small-cap cycle, as well as one healthcare stock on his radar.
BHP
+2
Ally Selby
Livewire Markets
Expert Insights

3 stocks Eiger Capital is buying and one it has just sold out of

In this interview, Eiger Capital's Stephen Wood shares why he is overweight IT services and underweight consumer discretionary right now.
360
NXT
TNE
+2
Ally Selby
Livewire Markets
Expert Insights

How to invest where consumer demand is set to explode

Emerging markets offer huge growth potential, but how do you invest for the exposure while managing the key risks?
Sara Allen
Livewire Markets
Expert Insights

It's been 11 months since this portfolio manager invested in Pilbara Minerals and Lynas. This is what’s next

Eiger Capital's Stephen Wood reluctantly sold out of his position in PLS after it rose to large-cap status. Here, he names a new contender.
BHP
FMG
+5
Ally Selby
Livewire Markets
Expert Insights

How this fundie balances the need for growth, income, and liquidity

It's the two things every investor wants and you can have them both in this sector, argues David Kruth of Dexus.
Hans Lee
Livewire Markets
Expert Insights

The asset class that relishes high inflation and rising interest rates

When you are looking for consistent earnings, tried and true methods can pay off, particularly when it comes to this asset class.
TLS
Sara Allen
Livewire Markets
Expert Insights

10 stocks for harnessing the most important thematic in finance

From big banks to smaller tech and healthcare, there are plenty of opportunities for impact-oriented investors to make solid returns.
+3
Hans Lee
Livewire Markets
Expert Insights

Why the time is now for investing in this theme and three stocks to get on board

The energy crisis was a catalyst in many ways for energy investing so what do investors need to keep in mind?
Sara Allen
Livewire Markets
Expert Insights

Two sectors (and two stocks) that can help enhance your property returns

Real estate stocks are a tough ask for investors that are wary of a global recession - unless you know where to look.
Hans Lee
Livewire Markets
Expert Insights

The $50 trillion opportunity Munro is chasing

Munro Partners focuses on investing in companies it sees as growing faster than the market expects. This is the theme they're hunting in now
+2
Chris Conway
Livewire Markets
Expert Insights

How T. Rowe Price generates impactful alpha (and two stocks to prove it)

You don't need to sacrifice goodwill to get good returns. But you do need a defined process, says T. Rowe Price's Hari Balkrishna.
+1
Hans Lee
Livewire Markets
Expert Insights

Play "the largest capital investment cycle the world's ever attempted" with these stocks

The energy transition is an enormous thematic, but not all exposed stocks will deliver outstanding investor returns.
+1
David Thornton
Livewire Markets
Expert Insights

Why the outlook for (some) commercial real estate may be better than first thought

Despite multiple debt defaults in recent times, David Kruth of Dexus argues that not all commercial real estate will struggle.
Hans Lee
Livewire Markets
Expert Insights

Why conditions are turning for growth investing and 3 stocks to consider

Munro's James Tsinidis believes that the tide is turning for growth investing. Find out about the $50 trillion opportunity he's pursuing.
+1
Chris Conway
Livewire Markets
Expert Insights

How private equity is finding pockets of growth in this sold off sector

Partnering with firms and leading them to new highs is all part of finding profitable growth opportunities
David Thornton
Livewire Markets
Expert Insights

Two companies ticking all the right boxes for this investor

Hari Balkrishna from T. Rowe Price tells me he could not be more excited about the opportunities that lie ahead for global impact investing.
Hans Lee
Livewire Markets
Expert Insights

Investing in private markets can be hugely lucrative...and private equity leads the charge

This Alternative asset class attracts some of the world's best investors, and with good reason, says Edison Growth Fund's Michael Thompson
David Thornton
Livewire Markets
Expert Insights

Why Ellerston is backing a picks-and-shovels approach when it comes to energy supply

Plus, they name to two stocks that investors can research themselves.
Ally Selby
Livewire Markets
Expert Insights

Why 2023 is shaping up to be a vintage year in private equity

A middle ground between early-stage start-ups and large debt-fuelled buyouts can offer excellent opportunities for private market investors
David Thornton
Livewire Markets
Expert Insights

How Platinum is finding value in this unloved sector

It's not supposed to be a good sector when wallets are thin, but Platinum Asset Management is looking to capitalise on the retail trade.
David Thornton
Livewire Markets
Expert Insights

Why Charlie Munger might be drawn to these four industries

James Tsinidis from Munro Partners discusses the power of incentives and some industries that will benefit from ongoing investment.
Chris Conway
Livewire Markets
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