The Pitch

Bob Desmond: We are close to euphoria - here's what that means for investors

Claremont Global's Bob Desmond believes investors should be ready to take advantage of opportunities should a pullback occur.
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Ally Selby
Livewire Markets
The Pitch

One of Australia’s best stock pickers shares what’s at the heart of every great investment

Glenmore Asset Management's Robert Gregory has outperformed over an extended period. Here, he shares some insights as to how.
Chris Conway
Livewire Markets
The Pitch

How to build an investment model - one brick at a time

Like Lego, the value of investment models is not in the individual pieces. It's the combination of the pieces that can create outperformance
Chris Conway
Livewire Markets
The Pitch

A new dawn for Payton Capital

Payton Capital has been acquired by HMC Capital, opening up new capacity and opportunities for investors.
HMC
Chris Conway
Livewire Markets
The Pitch

The one thing investors should be paying most attention to in the next 12-24 months

Plus, we examine the nuts and bolts of investing in this consequential asset class.
Sara Allen
Livewire Markets
The Pitch

The little-known asset class providing equity-like returns in uncertain times

Apollo Global Management's Eric Hanno believes you don't necessarily need to take on extra risk for your returns.
Sara Allen
Livewire Markets
The Pitch

The company with the power to offer a $4 million product - and still attract a waitlist

By conventional wisdom, this company is very mature but the waitlist for this company's latest product is hundreds of people deep.
Hans Lee
Livewire Markets
The Pitch

Bob Desmond: Be cautious of hot themes like AI (and 2 high quality stocks you should look at instead)

Claremont Global's Bob Desmond shares why investors should be cautious of the hype around AI and focus on undervalued opportunities instead.
+3
Ally Selby
Livewire Markets
The Pitch

This asset class has been growing at 20% a year for the last 5 years

How has COVID and the steepest interest rate hiking cycle in decades impacted private equity? Find out in this episode of The Pitch.
Hans Lee
Livewire Markets
The Pitch

The investing mistakes you don't even know you are making (and how to overcome them)

We all have biases, it's part of the human condition. But understanding and overcoming them could lead to better investment outcomes.
Chris Conway
Livewire Markets
The Pitch

Australia’s rate-cutting cycle will be shallow. Here's what it means for investors

As the market shifts for fixed income, this is where Western Asset Management is investing.
Sara Allen
Livewire Markets
The Pitch

3 things investors should keep in mind when eyeing opportunities in this asset class

Apollo Global Management's Eric Hanno believes there are attractive alternatives to listed equities.
Sara Allen
Livewire Markets
The Pitch

A once in three-decade type of opportunity

It's been a long time coming, but as Lazard Asset Management's June-Yon Kim explains, investors cannot ignore this opportunity.
Ally Selby
Livewire Markets
The Pitch

Bob Desmond just added this consumer powerhouse to his portfolio - Here's why

In this episode of The Pitch, Claremont Global's Bob Desmond shares why investors should always focus on quality companies.
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Ally Selby
Livewire Markets
The Pitch

Why having a private markets mindset can drive outsized returns in public markets

Taking an active approach to investing is only the beginning according to HMC Capital Partners' Victoria Hardie.
HMC
Sara Allen
Livewire Markets
The Pitch

The $150 billion opportunity most investors are sleeping on

We discuss the opportunities that can be gleaned in global private equity secondaries with Barry Miller of Ares.
Hans Lee
Livewire Markets
The Pitch

3 themes (and 5 stocks) for long term growth and diversification

Antipodes’ John Stavliotis believes China offers investors a range of benefits and he uses three buckets for exposure.
Sara Allen
Livewire Markets
The Pitch

How to identify mispriced opportunities in the market

…and where Western Asset Management’s Anthony Kirkham is investing.
Sara Allen
Livewire Markets
The Pitch

Lazard: Follow the earnings growth breadcrumbs

And why Lazard Asset Management's June-Yon Kim believes investors can expect improving earnings growth from Japanese companies.
Ally Selby
Livewire Markets
The Pitch

Why you shouldn’t forget these big tech stocks

Emerging market companies are punching above their weight when it comes to tech.
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Sara Allen
Livewire Markets
The Pitch

This stock market "is one of the most attractive in the world" right now

Lazard Asset Management's June-Yon Kim certainly thinks so.
Ally Selby
Livewire Markets
The Pitch

Why this asset class is due for a boom (and the 3 tailwinds that will make it happen)

In this edition of The Pitch, Andrew Swan of Man Group explains why Asian equities are ready for a long-awaited bull run.
Hans Lee
Livewire Markets
The Pitch

The market is pricing in north of 100 bps of rate cuts in the next 12 months. Here’s why the market is wrong

If inflation won't go away, which investments will perform and what should you avoid?
BXB
James Marlay
Livewire Markets
The Pitch

The premium you pay for developed markets hasn’t been this high in 20 years. Here’s what you need to know

…and why it’s a misconception that emerging market companies are cyclical and lower quality.
Sara Allen
Livewire Markets
The Pitch

Just because interest rates are being cut right now doesn't mean investors should take more risk

Turn down the noise - and the risk - with this episode of The Pitch.
Hans Lee
Livewire Markets
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