Expert Insights

Central bank inconsistency is the biggest challenge for investors

Was it really only a year ago that the RBA suggested the official cash rate wouldn’t increase until 2024? No wonder Australians have whiplash. We’re far from alone,...
Sara Allen
Livewire Markets
Expert Insights

Why commercial property deserves a place in an "all-weather" portfolio

Warren Buffett once said that "diversification is protection against ignorance". And in a market where timing is more critical (and more challenging) than ever, many...
TCL
Hans Lee
Livewire Markets
Expert Insights

Three stocks Monash is shorting, and the big opportunity investors are missing

I think you’d be hard-pressed to find anyone that doesn’t believe the market is volatile at the moment. We’ve seen dramatic rises in interest rates, falling share...
IEL
+5
Sara Allen
Livewire Markets
Expert Insights

The four key drivers accelerating the move to the 'new' economy

Only a matter of years ago, thinking - or investing - sustainably was costly. Access to infrastructure investments was limited and expensive. There were few options....
Livewire Exclusive
Livewire Markets
Expert Insights

The asset class with more upside than equities in FY23

After a good 13-year bull run for global equities markets, the party has stalled - even if only temporarily - as higher rates take a hit on the sky-high valuations....
Ally Selby
Livewire Markets
Expert Insights

Where the best yields will be found in commercial property

There has been no shortage of headlines and predictions for residential property prices in the last year. As late as January this year, CoreLogic data revealed that...
SGP
Hans Lee
Livewire Markets
Expert Insights

Avoid hyper-growth when investing in the 'new' economy

Investors have long been warned that the current environment poses challenges to the 'new' sustainable economy. And they are starting to see performance lag....
Livewire Exclusive
Livewire Markets
Expert Insights

Three ASX stocks with a 60% payoff upside

A 60% payoff upside from even one ASX-listed company might be a pipedream for many investors, but it’s simply par for the course for the highly experienced Monash...
+3
Sara Allen
Livewire Markets
Expert Insights

Private Equity can be dangerously seductive: Here's how to invest in it responsibly

Investing in private equity can bag you very handsome returns - provided you know what you're getting into and can marshal the appropriate expertise to do it...
Sara Allen
Livewire Markets
Expert Insights

How GMO is investing as headwinds rage (and one stock to keep your portfolio afloat)

I've said it before and I'll say it again - it's an incredibly tough time to be an investor right now. Anecdotally, several fund managers have recently told me their...
Ally Selby
Livewire Markets
Expert Insights

Liquidity is the coward

Liquidity is a fair-weather friend. It's there for the good times, but absent without leave when market volatility hits. For Chris Wallis, CIO at Vaughan Nelson...
James Marlay
Livewire Markets
Expert Insights

The two biggest value opportunities in new technology

We're entering a new age courtesy of technology. Personalisation and automation is the name of the game and it's going to be life-changing. But with technology...
+1
Livewire Exclusive
Livewire Markets
Expert Insights

Critics of the 60/40 portfolio have their blinkers on

The age-old 60/40 portfolio has copped a growing chorus of criticism lately.  In short, the 60/40 strategy - made up of 60% equities, 40% bonds - is a hedging...
David Thornton
Livewire Markets
Expert Insights

The counter-cyclical asset that pays in a downturn

How do high inflation and rising interest rates impact markets? For many, the answer would be some combination of greater risk and lower returns from traditional asset...
Sara Allen
Livewire Markets
Expert Insights

2 long-term winners (and why you can still uncover value in resources)

In the first half of 2022, there were two main winners that dominated markets around the globe - energy and materials stocks. Resource-reliant investors would have...
Ally Selby
Livewire Markets
Expert Insights

How to avoid the "Valley of Death"

There has always been an allure to an IPO. Fortunes can be created and lost in hours, as the market sizes up a new participant and the preceding wave of hype. Why...
Sara Allen
Livewire Markets
Expert Insights

Is the Federal Reserve's greatest challenge still coming?

No one likes hearing the "I" word (inflation) or the "R" word (recession) more than they already do. Both words have been the key themes for markets to grapple with in...
Livewire Exclusive
Livewire Markets
Expert Insights

Asia is at a crossroads: Here's what investors need to know

Fidelity International's Anthony Srom has seen plenty of the Asian Century's development in his time. Since joining the firm's Singapore team in 2006, he's led the...
Sara Allen
Livewire Markets
Expert Insights

Have bond markets priced in too much?

Bonds, more than any other security, are used as bellwethers of economic health. And their professorial prowess has been in high demand lately.  Among other things,...
David Thornton
Livewire Markets
Expert Insights

2 lessons learned over 3 decades for all market conditions

When equity markets go sideways, you often hear the expression that it is a ‘stockpickers market’. The insinuation is that if you know how to identify high-quality...
Chris Conway
Livewire Markets
Expert Insights

3 compelling areas of investment opportunity in Asia

Three investment themes within the Asian region will remain compelling whether the world enters a recession or not, says Fidelity’s Anthony Srom. Electric vehicles,...
Sara Allen
Livewire Markets
Expert Insights

The investment manager that pays no mind to rising rates

Rising rates are like the plague for fixed income portfolios. That is, unless you're Ardea.  When rates go up, so do yields. But when yields rise, the value of bonds...
David Thornton
Livewire Markets
Expert Insights

How to trade time for value

So much of successful investing is about finding something the market has either missed or is yet to pay attention to. If you can trade on that idea before the market...
James Marlay
Livewire Markets
Expert Insights

How Fidelity's Anthony Srom uses sentiment to generate value

"High Conviction" is bandied about a lot in the investing world. But how does one actually find stocks that fit the bill? For Fidelity’s Anthony Srom, in large part,...
Sara Allen
Livewire Markets
Expert Insights

Credit Suisse: The catalyst to go underweight equities (and the triggers to reverse it)

It’s no secret that the past year has been a tough environment for markets. As Andrew McAuley, chief investment officer and wealth manager for Credit Suisse points...
Sara Allen
Livewire Markets
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