The Pitch

The "special situations" strategy driving alpha for Keyview

Ever wondered what opportunistic private credit and "special situations" are? Wonder no more and learn how you can participate.
Ally Selby
Livewire Markets
The Pitch

The boxes that investors should be ticking in this asset class

This episode of The Pitch answers everything you ever wanted to know (but were to afraid to ask) about credit markets.
MQG
+1
Hans Lee
Livewire Markets
The Pitch

Is now the time to start deploying your cash?

And how Forager Funds Management assesses when to deploy cash.
Sara Allen
Livewire Markets
The Pitch

Investors are flocking to this asset class. Can the good times continue?

Private credit has exploded in popularity but, as Justin Lal explains, has been around for decades and will only continue to grow.
Ally Selby
Livewire Markets
The Pitch

One way to maximise your investment in the ASX Big Banks (and double your yield)

Bank bills may not be shiny on the surface, but some leading products can make you up to 9% yield.
COL
MQG
+3
Hans Lee
Livewire Markets
The Pitch

Steve Johnson shares his key ingredient to investing success

And how passive investing is challenging active managers for the better.
Sara Allen
Livewire Markets
The Pitch

How this investor lent $5 billion - and did not lose a single cent of capital

He has studied at two legendary universities. But it's what AltX's Nick Raphaely learned after school that made him the investor he is now.
Hans Lee
Livewire Markets
The Pitch

Where a 20-year veteran sees the best returns today

20 years devoted to markets offer a unique perspective. Keyview's Kevin Hua uses that experience to hunt opportunities in private credit.
Ally Selby
Livewire Markets
The Pitch

How the "higher for longer" world influences where this investor puts cash to work

With spreads so tight and rates so high, where is the best place to make your cash work for you?
Hans Lee
Livewire Markets
The Pitch

AI providing horsepower for new wave of innovation

New technologies often provide a seismic jump forward for indsustries reaching their limits. AI is doing just that with semiconductors.
Chris Conway
Livewire Markets
The Pitch

This is no Big Short: Why CLOs are different to the product that sparked the GFC

Michael Burry and Steve Eisman were among the few investors who spotted the rotten state of CDOs. But CLOs are, thankfully, different.
Hans Lee
Livewire Markets
The Pitch

No need to look for needles, there's value across the entire AI stack

When there is lots of jockeying for position in a developing industry, having exposure to the entire value chain can offer benefits.
+6
Chris Conway
Livewire Markets
The Pitch

How specialisation is driving growth for this healthcare property fund

Many businesses are focusing on specialisation, to set themselves apart from their competitors - Real Asset Management is no different
Chris Conway
Livewire Markets
The Pitch

How to access private equity returns with far less risk

In this episode of The Pitch, Neuberger Berman's Gabriel Ng shares a strategy the firm has been exploiting recently.
Ally Selby
Livewire Markets
The Pitch

3 distinct opportunities available to the yield-seeking investor

These three investment ideas are designed to anchor your portfolio, generate outsized yield, and profit from deep discounts.
Hans Lee
Livewire Markets
The Pitch

How big data powers healthcare decisions (and how you can invest in the opportunity)

We know that big data is impacting just about everything, so it should come as no surprise that it influences where hospitals are built
Chris Conway
Livewire Markets
The Pitch

Understanding the greatest investment opportunity of your lifetime

That's right, AI stands to be a once-in-a-lifetime opportunity. How much do you really know about it?
Chris Conway
Livewire Markets
The Pitch

3 hot sectors in private equity right now

In this episode of The Pitch, Neuberger Berman's Gabriel Ng explains why profit and revenue growth are back on the menu.
Ally Selby
Livewire Markets
The Pitch

Why the time to own Australia's Big Four banks is not now (and where you should invest instead)

And 3 financials companies Lazard Asset Management likes instead.
+4
Sara Allen
Livewire Markets
The Pitch

The Aussie healthcare opportunity hiding in plain sight

Australian investors are savvy when it comes to opportunities in healthcare - but this one has flown under the radar (until now).
Chris Conway
Livewire Markets
The Pitch

Why traditional defensive investing has generated volatility and poor returns

Or, why the time for developed market bonds is long past.
Sara Allen
Livewire Markets
The Pitch

What's happened to the IPO market?

And what this means for private equity exits and returns in the future.
Ally Selby
Livewire Markets
The Pitch

Go around the world with these 7 high conviction stock tips

And you thought all the best gems were already taken in America!
Hans Lee
Livewire Markets
The Pitch

The ASX companies that Lazard AM is buying and selling in a "late cycle" market

With valuations reaching highs, Lazard Asset Management is taking the opportunity to capitalise on some positions and buy into others.
CHC
IGO
+2
Sara Allen
Livewire Markets
The Pitch

Why avoiding this investment could be a disaster

Investors who have steered clear of this side of the market could have made a big mistake, according to portfolio manager Eric Fine.
Sara Allen
Livewire Markets
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