Expert Insights

The global equity yield strategy delivering for investors

Yield is incredibly important in today's market. In this wire Epoch Investment Partners shares its strategy for generating returns.
Chris Conway
Livewire Markets
Expert Insights

This cyclical sector may have seen the bottom, and tailwinds are quickly forming

And WaveStone's Henry Hill has found the stock to play it
QAL
Chris Conway
Livewire Markets
Expert Insights

Clifford: Investor bias is an opportunity - so long as you're not the one harbouring it

Platinum Asset Management's C0-CIO also passes along three financials names that may not concern you even if banking concerns persist.
David Thornton
Livewire Markets
Expert Insights

Why the market has been getting this theme all wrong (and 4 stocks to actually play it)

In this interview, Ellerston's Bill Pridham provides an in-depth guide to the circular economy.
+1
Ally Selby
Livewire Markets
Expert Insights

The type of stocks to buy to potentially avoid the market carnage

Epoch Investment Partners outline the factors they believe will drive equity returns in 2023.
Chris Conway
Livewire Markets
Expert Insights

Dividends are not the most important metric this bank earnings season. This is.

Global banking was rocked to its core in March. But it's still not 2008 Mark II, argues Pete Robinson of Challenger Investment Management.
Hans Lee
Livewire Markets
Expert Insights

Ellerston: 3 recession-resilient small and mid caps for the year ahead

Defensive large caps are beginning to look awfully crowded, but that doesn't mean you can't find resilience in the small end of the market.
+4
Ally Selby
Livewire Markets
Expert Insights

Why free cash flow (and not cash) is king

Epoch explains why companies with growing free cash flow, and which emphasise returning cash to shareholders, are so attractive.
Chris Conway
Livewire Markets
Expert Insights

Why resilience and uniqueness spell sustainable competitive advantage (and two stocks that meet the brief)

WaveStone Capital’s Henry Hill believes success comes down to sustainable competitive advantage and exploiting the herd. Here’s why.
ASX
PXA
Chris Conway
Livewire Markets
Expert Insights

Fidelity: The next rally in Chinese equities will be "alpha driven"

And contrarian value strategies may be rewarded, argues Catherine Yeung.
Hans Lee
Livewire Markets
Expert Insights

How Australian investors can capitalise on the world's largest consumer base

With 1.4 billion residents, China's growing middle class is a hot topic in global investing. But there is an important caveat.
Hans Lee
Livewire Markets
Expert Insights

The secret to finding the best stocks: Go back to basics

The world is your oyster if you know where to look, says Amit Goel of Fidelity International.
Hans Lee
Livewire Markets
Expert Insights

Has China become "unavoidable" after being once labelled "uninvestable"?

JPMorgan's Gabriela Santos thinks so. But Catherine Yeung at Fidelity International goes one step further.
Hans Lee
Livewire Markets
Expert Insights

This asset class is growing fast and Qualitas has your entry ticket

With most asset classes taking a beating amid rate hikes, learn more about the fund that enjoys better returns in a higher rate environment
Chris Conway
Livewire Markets
Expert Insights

Call volatility's bluff with these three stocks

Deglobalisation and volatility are two themes impacting global markets. Fidelity International argues both can be used to your advantage.
Hans Lee
Livewire Markets
Expert Insights

If there is a major property deal happening in Australia, this company knows about it

Qualitas has built a dominant market position as an alternative provider of real estate private credit. Find out why it is so unique.
Chris Conway
Livewire Markets
Expert Insights

Three overlooked opportunities from China's reopening

Amit Goel of Fidelity International explains why investing in a fund with on-the-ground experience really matters.
Hans Lee
Livewire Markets
Expert Insights

Three themes investors cannot afford to miss over the coming decade

Impax's Ian Simm discusses how the last decade has influenced the market today, and the three themes investors cannot ignore.
Livewire Exclusive
Livewire Markets
Expert Insights

Not all property is created equal

Qualitas' Andrew Schwartz gives his take on the property market and explains why residential property can provide shelter from inflation
Chris Conway
Livewire Markets
Expert Insights

An investment that will pay dividends for decades, if not centuries

Australia is well placed to become an early mover on climate risk mitigation, argues Impax Asset Management's Ian Simm.
Livewire Exclusive
Livewire Markets
Expert Insights

Seven stocks Alphinity likes in today's market

Volatility is the currency of opportunity, says Jonas Palmqvist of Alphinity Investment Management.
+5
David Thornton
Livewire Markets
Expert Insights

Why Nikko likes "picks and shovels" and the ASX name that fits the bill

Iain Fulton of Nikko AM shares his thoughts on inflation, picks and shovel types businesses, and why he likes local mining services play.
WOR
Chris Conway
Livewire Markets
Expert Insights

Tide turning for this troubled sector and three names to ride the recovery

Nikko AM's Iain Fulton discusses the importance of earnings and highlights a troubled sector where tomorrow's leaders could come from.
Chris Conway
Livewire Markets
Expert Insights

How to invest in small-caps and reduce your volatility

You can still have a high-quality, low volatility small-cap portfolio. It comes down to your focus according to Prime Value’s Richard Ivers.
NHF
Sara Allen
Livewire Markets
Expert Insights

Three ASX small-caps to hold for the next five years

Prime Value’s Richard Ivers shares the small-cap names he’d hold for the long-term and what investors are missing in this space.
AUB
+5
Sara Allen
Livewire Markets
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