Expert Insights

How to find tomorrow's leaders in a world flooded with capital

The Nikko AM Global Share Fund is focused on finding tomorrow's leaders. Join us as we sit down with portfolio manager Iain Fulton.
WOR
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Chris Conway
Livewire Markets
Expert Insights

Why the true value of real estate comes back to the cost to rebuild

Using comparable sales as a measure of value for real estate is a trap. Here's how you should be valuing property instead.
Sara Allen
Livewire Markets
Expert Insights

The big opportunities and risks for small-cap investors and tips to manage these in your portfolio

Inflation and interest rates are the biggest themes for markets at the moment, but could these also be opportunities?
MP1
Sara Allen
Livewire Markets
Expert Insights

Why a recession is not priced into credit markets (and why it's not a bad thing)

KKR's Jeremiah Lane discusses the key risks for credit investors this year - and what the big "R" word means for your money.
Hans Lee
Livewire Markets
Expert Insights

With a positive view on Australia, here's how this fund manager is positioned

From the macro level down to specific company examples, Antares Capital Partners John Guadagnuolo provides a detailed market perspective.
BPT
IGO
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Glenn Freeman
Livewire Markets
Expert Insights

How KKR finds the world's best investment opportunities

With nearly US$500 billion in assets under management, KKR sure know how to find winners. Now, you can hear about how they do it.
Hans Lee
Livewire Markets
Expert Insights

The silver tsunami about to hit global property markets

One of the biggest opportunities in property markets is starting to hit and Chris Bedingfield argues it's largely economically insensitive.
Sara Allen
Livewire Markets
Expert Insights

How to find “explosive growth” stocks outside the ASX 20

It's not among small caps, nor in the biggest end of the market, where the best opportunities hide, says John Guadagnuolo.
GMG
Glenn Freeman
Livewire Markets
Expert Insights

Why this asset is due for a fresh decade-long boom

KKR's Jeremiah Lane shares insights from what we've seen so far in the credit markets, and what may be to come.
Hans Lee
Livewire Markets
Expert Insights

Don’t be distracted by the RBA when it comes to residential property: Chris Bedingfield

House prices and interest rates are hot topics but it's not the complete residential property story according to Quay's Chris Bedingfield.
Sara Allen
Livewire Markets
Expert Insights

The ASX company result looming largest on Antares’ radar

Alongside the key things he's watching as first-half FY2023 results roll in, John Guadagnuolo explains how his team decides when to sell
SEK
Glenn Freeman
Livewire Markets
Expert Insights

The world is your oyster: How this global private equity fund stands out from the pack

When you were young (or at least young at heart), you may have heard the phrase "the world is your oyster". And while the phrase most often applies to young people who...
Hans Lee
Livewire Markets
Expert Insights

Three of private equity's most attractive sectors

We have already introduced you to the changing face of private equity. Now, more than ever, the industry is going through a democratisation phase where everyday...
Hans Lee
Livewire Markets
Expert Insights

"One of the best kept secrets in the investment world"

It's been a tough year if you're long on the equity market. But while public markets have seen significant falls, that's not necessarily true for private equity...
Hans Lee
Livewire Markets
Expert Insights

The hidden Australian market ideal for recessionary periods

There’s a hidden side to the property market previously only available to institutions, wholesale investors and banks. Finally, retail investors have started to gain...
Sara Allen
Livewire Markets
Expert Insights

The inflation hedge hiding in plain sight

There’s been a lot of noise and gloom around residential property prices of late. The RBA even revised its outlook on prices substantially down. In light of this, it...
Sara Allen
Livewire Markets
Expert Insights

2 compelling ideas within the fastest-growing theme of this decade

Amid the raging bull market of the post-Global Financial Crisis era, the momentum behind decarbonisation - particularly as an investment theme - grew stronger and...
Chris Conway
Livewire Markets
Expert Insights

What the ongoing yield curve inversion is telling this investor

It was a feature in every headline earlier this year, but it seems to have slipped away as financial markets turned their attention to other concerns. But we cannot...
Hans Lee
Livewire Markets
Expert Insights

280 days down, at least 80 to go: How to find great growth stocks in this bear market

Conviction can be infectious. Engaging someone who is genuinely passionate about markets, has the courage to plant their feet, and the commitment to follow through...
Chris Conway
Livewire Markets
Expert Insights

Why we haven't reached "peak panic" yet in the bond selloff

If there is anyone we trust to make financial markets that little bit more fun/everyman, it's the one and only Ally Selby. Recently, she wrote a piece questioning...
Hans Lee
Livewire Markets
Expert Insights

3 defensive asset classes to bolster portfolios in FY23

Soaring inflation, hefty interest rate rises, and worsening consumer sentiment have seen the possibility of a US recession become the greatest "will-they-won't-they"...
Ally Selby
Livewire Markets
Expert Insights

Strap yourselves in... it's going to get bumpy

There is no way to sugarcoat it, we're in for a bumpy ride. That's according to Charlie Jamieson of Jamieson Coote Bonds. Charlie equates the lag effect of economic...
Chris Conway
Livewire Markets
Expert Insights

Nick Griffin: Three top stocks for 2023's biggest megatrends

In financial markets, a lot can change in 12 months. If you want any proof of that, just take a look at the performance of growth/long-duration stocks here and...
Chris Conway
Livewire Markets
Expert Insights

Why picking bonds is as important as picking stocks

Around the proverbial four walls of Livewire, everyone loves to talk about how investors pick the best stocks. It's not just about getting exposure to the Big Four...
Hans Lee
Livewire Markets
Expert Insights

Why a global zombie infestation isn't necessarily a bad thing (for markets)

Like any good millennial, I have seen my fair share of zombie movies and television shows. Take The Walking Dead for instance, in which the world is brought down by a...
Ally Selby
Livewire Markets
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