Expert Insights

Why sustainability investing is a long-term game

The modern definition of sustainable investing can be traced back to the early 1970s when Pax World launched the first sustainable mutual fund. Two United Methodist...
Hans Lee
Livewire Markets
Expert Insights

How to do well in a tough year

This year has been tough for investors, we know that.  And it makes sense that doing well when things are so tough brings greater satisfaction than galloping to...
Matt Buchanan
Matt Buchanan
Expert Insights

What China and India's knife-edge ride means for investors

China and India are the world's two largest emerging market economies, yet both face an uphill battle as they reckon with COVID and inflation respectively.  In this...
Livewire Exclusive
Livewire Markets
Expert Insights

Forget traditional hedges, think equities

Investors traditionally flock to defensive asset classes like fixed interest in volatile and inflationary markets, but equities might offer a better defence. It just...
Sara Allen
Livewire Markets
Expert Insights

Why sustainability will become the new standard for investing

There is no doubt that sustainability is all the rage - and for good reason. There is not a day in the news cycle where ESG skeptics and proponents clash on a range...
Hans Lee
Livewire Markets
Expert Insights

Why capital preservation comes to the fore, when volatility is up

When volatility is up, capital preservation becomes key. But preserving capital is easier said than done. It needs a process that is consistent and dependable. "We...
David Thornton
Livewire Markets
Expert Insights

Behind the buzz: what's driving inflation?

Rising inflation is one of the biggest challenges for investors today and it turns out that covid, climate change and the war on Ukraine have had driving roles in...
Sara Allen
Livewire Markets
Expert Insights

abrdn's Jeremy Lawson: Markets haven't fully priced in recession risk

Politics and economics are two subjects that go hand in hand. For Jeremy Lawson, head of the research institute and chief economist at abrdn, it forms the backbone of...
Hans Lee
Livewire Markets
Expert Insights

The Australian property market just broke a record - but that isn't a good thing

As interest rates begin their gradual ascent in Australia, there are a lot of nerves in the domestic property market. Dr Philipp Hofflin from Lazard Asset...
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James Marlay
Livewire Markets
Expert Insights

Where CIP Asset Management sees credit opportunities in the rubble

Let's not mince words - it was a rough first quarter for investors. Apart from commodities and cash, it was very difficult to make and sustain money anywhere in the...
James Marlay
Livewire Markets
Expert Insights

Hofflin: An update on the thesis for ASX energy stocks

Back in October 2020, Dr Philipp Hofflin of Lazard Asset Management did what every great Value investor does - He went against the grain of markets. Oil and gas...
James Marlay
Livewire Markets
Expert Insights

Has the opportunity in Value stocks already passed?

Reddit stocks, SPACs, NFTs, Dogecoin - you name it, financial markets have grown increasingly strange over the past 2 years. Dr Philipp Hofflin of Lazard Asset...
SUN
+1
James Marlay
Livewire Markets
Expert Insights

The dominoes that will fall once inflation peaks out

With headline inflation in the US currently sitting at 8.3%, and Australian inflation comparatively better at 5.1%, WILSONS' David Cassidy believes that there's...
David Thornton
Livewire Markets
Expert Insights

Stressing out: Australian mortgage repayments under the spotlight

When you think of great dinner table conversation starters, the list usually includes the weather, sports, or what's changing on your favourite playlist. However,...
James Marlay
Livewire Markets
Expert Insights

Epoch: Growing dividends are the key as interest rates rise

There are not too many investors out there feeling upbeat about the prospect of higher interest rates. For John Tobin, Managing Director and Portfolio Manager at...
James Marlay
Livewire Markets
Expert Insights

The market has overlooked the hidden value in these well-known stocks

Markets price stocks based on the amount buyers are willing to offer and sellers are willing to accept. But market pricing isn't always fair pricing, and it's here...
CSL
MQG
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David Thornton
Livewire Markets
Expert Insights

Ned Bell's six rules for a quality investment

In the world of investing, there is always plenty of chatter about what a "quality" company looks like. Almost everyone would probably agree that profitability is a...
David Thornton
Livewire Markets
Expert Insights

How transmission effects will shape your investing

The rate hiking cycle that investors are staring down is historic. After years of declining rates (more than a decade in the Reserve Bank's case), we are finally...
James Marlay
Livewire Markets
Expert Insights

How to separate a good quality stock from a good quality company

Investing is the antithesis of easy - picking up companies with strong balance sheets or attractively priced stocks is only one-half of the job. The combination of...
David Thornton
Livewire Markets
Expert Insights

Yarra Capital: Where to invest as growth slows

Rain, hail or shine, investors must make investment decisions for the betterment of their holdings. But when a record bull market looks set to falter, hitting...
Angus Kennedy
Livewire Markets
Expert Insights

Why it’s important to “time” your credit exposure (but not how you might think)

For the last 12 months(1) , fixed-rate credit assets have missed the mark, but floating rate has faired better irrespective of credit quality*. Ares Australia...
Glenn Freeman
Livewire Markets
Expert Insights

Filtering today for the ESG compliance threshold of tomorrow

It's one thing to stick the three letter ESG (environmental, social, governance) acronym onto a product, it's another thing to actually walk the talk and weave it...
David Thornton
Livewire Markets
Expert Insights

3 key concerns for the remainder of 2022 (and the stocks that could outperform because of them)

There's been enough volatility in the first few months of 2022 for investors to chuck a hissy fit. And while Firetrail's Anthony Doyle believes that its best investors...
Ally Selby
Livewire Markets
Expert Insights

Embrace credit asset "idiosyncracies" as volatility sets in, says KKR

The war in Ukraine has rocked global energy markets and also affected the so-called “soft commodities” of the agriculture sector – in addition to the conflict’s...
Glenn Freeman
Livewire Markets
Expert Insights

Private debt investments let you sleep well at night

Volatility is a two-way street. It can mean quick asset appreciation, but equally can mean sharp asset devaluation. What's more, those sharp rises and falls can...
David Thornton
Livewire Markets
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