Expert Insights

Here is what to look for when selecting a winning growth fund

We asked our guest Anthony Murphy portfolio manager at Lucerne Investment Partners, what he looks at when selecting an investment manager and - bang - he provided a...
Matt Buchanan
Matt Buchanan
Expert Insights

The deep divide in credit markets, and how to take advantage

Currently, a big chunk of the credit market shows negative real yields and excessively high levels of interest rate duration risk. However, Ares Australia Management...
Glenn Freeman
Livewire Markets
Expert Insights

4 market leaders for the energy transition

Over the past three years, investment in the global energy transition has rapidly accelerated. In fact, according to research from BloombergNEF, investments...
Ally Selby
Livewire Markets
Expert Insights

Anthony Doyle's highest conviction idea

Firetrail's Anthony Doyle believes that if investors seek better than benchmark returns, their portfolios need to look entirely different to said benchmark. The team...
Ally Selby
Livewire Markets
Expert Insights

The asset class that doesn't care about inflation and rate hikes

In a world saddled with inflation and the rate hikes that follow, equities and assets with long durations invariably suffer. Luckily, the investment universe is much...
David Thornton
Livewire Markets
Expert Insights

Striking the right balance in bonds, as interest rate risk returns

There are degrees of risk in equity markets – a long-established large-cap banking stock is (generally) less volatile than a micro-cap mining play – and there are...
Glenn Freeman
Livewire Markets
Expert Insights

Where KKR's credit team sees durable cash flow and downside protection

Whether the US Federal Reserve moves interest rates half-a-dozen times in 2022 – or perhaps even more – one thing is certain: rates are heading higher. Just what...
Glenn Freeman
Livewire Markets
Expert Insights

Hedging against significant risk as markets climb a wall of worry

When things are looking gloomy we can be sure someone will tell us to be positive, to cheer up, to look on the bright side. Well, I've no time for mindless optimism....
Matt Buchanan
Matt Buchanan
Expert Insights

Downside protection at a reasonable cost over time

If there is one thing investors can be sure of it's how uncertain everything is. Will inflation spin commodities into another supercycle? Will Anthony Albanese know...
Matt Buchanan
Matt Buchanan
Expert Insights

How Neuberger Berman is positioned as volatility rocks global debt markets

Staying nimble and remaining responsive to opportunities as they present themselves is one of the key aspects of how Neuberger Berman’s Adam Grotzinger is currently...
Glenn Freeman
Livewire Markets
Expert Insights

Neuberger Berman: Recession isn't imminent despite the catastrophe in Ukraine

Fears of a global recession have waxed and waned since the pandemic hit more than two years ago. As government policies and bond-buying propped up economies around the...
Glenn Freeman
Livewire Markets
Expert Insights

Is this the start of another commodities supercycle?

Another day, another skyrocketing commodity. In recent months, various commodity-related stocks have taken off, while the S&P GSCI - the index which tracks the global...
IGO
STO
Ally Selby
Livewire Markets
Expert Insights

The growth stocks Jun Bei Liu is buying

It's fair to say growth investors have not had a great 2022. But for contrarian investors, those who purposefully go against the market to buy what others are selling...
COH
CSL
SEK
+1
Ally Selby
Livewire Markets
Expert Insights

A growing high-yield credit market set to outperform as rates rise in 2022

The rapid growth in Asian credit markets is presenting opportunities and mispricings not available in other markets anymore. In this interview, John Stover from...
Matt Buchanan
Matt Buchanan
Expert Insights

A golden opportunity on Australia's doorstep most people aren't looking at in 2022

The '90s were a golden period for distressed debt investors in the US, with big names such as Oaktree Capital and Elliot Management being forged during this firesale....
Matt Buchanan
Matt Buchanan
Expert Insights

Undervalued defensive stocks are thin on the ground, but here’s one

Undervalued healthcare stocks are by no means a dime a dozen but we believe we have identified one that is still trading below market value. This company has excellent...
Katie Hudson
Yarra Capital Management
Expert Insights

How to use the 5-10-15 rule to successfully filter companies

Using a consistent structure in your investment process can help take emotion out of the equation. For Intermede Investment Partners' Barry Dargan, a "5-10-15" rule is...
Livewire Exclusive
Livewire Markets
Expert Insights

The only 3 resources stocks to pass AusEthical’s filters

The ASX is a resources heavy exchange, with materials accounting for around 25% of the ASX200. For many investors, this deep pool of companies - which draw on...
SGM
Livewire Exclusive
Livewire Markets
Expert Insights

Finding good value in prized sectors

It will come as no surprise that sectors like healthcare, utilities and information technology screen well for investors looking for sustainable investments. But for...
NHF
+1
Livewire Exclusive
Livewire Markets
Expert Insights

Finding inflation-beating companies is about more than just pricing power

The world is getting a lot more expensive. In the US, prices rose 7% in the year to December - the largest 12-month gain since June 1982. Here in Australia, that...
Livewire Exclusive
Livewire Markets
Expert Insights

3 undervalued micro caps and the secret to finding them

Smaller companies and micro caps can continue to perform well in a challenging environment, including one as fraught with risk as we face now, says Karen Towle, the...
PPL
Ally Selby
Livewire Markets
Expert Insights

Ingredients for a sustainable investing edge (Hint: forecasting inflation isn’t one)

Australian Ethical's Australian Shares Fund has comfortably outpaced the Small Ordinaries Index over rolling three-, five- and 10-year periods. In this video,...
PXA
Livewire Exclusive
Livewire Markets
Expert Insights

A multi-trillion-dollar opportunity: 1 theme and 2 stocks on 4D's radar

Australia alone is set to pour more than $15 billion into roads and railways, power grids, waterworks and communications infrastructure over the next decade. But this...
Livewire Exclusive
Livewire Markets
Expert Insights

How the right kind of healthcare stock can boost your portfolio

The healthcare sector has dominated the news cycle thanks to the COVID-19 pandemic. But while almost everyone has the big drug conglomerates such as Pfizer etched in...
Livewire Exclusive
Livewire Markets
Expert Insights

Because even “safe” stocks are risky: 7 steps to help spot red flags

Investing involves risk. This is true of any investible asset, whether they're the latest “meme stocks”, government bonds, or equities in defensive sectors such as...
Glenn Freeman
Livewire Markets
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