The Pitch

How investors can play the growth stories in India and Japan

And the region emerging markets specialist Amit Goel of Fidelity International views as the best growth opportunity over the next 10 years.
Ally Selby
Livewire Markets
The Pitch

Why this investment space challenges the risk-return equation

Qualitas' Mark Power shares the global outlook, the key drivers and three things to look for in a manager for real estate private credit.
Sara Allen
Livewire Markets
The Pitch

3 ways to keep it simple (and earn solid returns)

KKR's approach to investing in 2024 is defined by the phrase - Keep it Simple. But how do they do it?
Hans Lee
Livewire Markets
The Pitch

This Australian investment space is surging – and global investors have taken note

In this episode of The Pitch, Qualitas' Mark Power discusses the sixth most traded real estate market globally - and it's Australia.
Sara Allen
Livewire Markets
The Pitch

Why this investor only plays in government bond markets

It's unusual for a fixed income house to only play in one specific part of the universe. But at Ardea, it's a strategy that pays.
Hans Lee
Livewire Markets
The Pitch

How leveraged loans can outperform when rates are volatile

Leveraged loans are increasingly a place where one can find solid returns, says Jeremiah Lane of KKR.
Hans Lee
Livewire Markets
The Pitch

Why the great Australian love affair with residential property is far from over

Real estate private credit could be an attractive exposure to residential property.
Sara Allen
Livewire Markets
The Pitch

Why these investors remain steadfast in their approach despite radical market shifts

Everything you need to know about the commercial real estate debt investment market.
Chris Conway
Livewire Markets
The Pitch

Why is selling stocks so much harder than buying them?

In this episode of The Pitch, Medallion Financial's Michael Wayne provides a guide to know when to sell shares in a company.
IEL
Ally Selby
Livewire Markets
The Pitch

Are central banks making markets more volatile?

This fixed income investor says yes - and he has the chart to prove it.
Hans Lee
Livewire Markets
The Pitch

The ASX's next major growth stock

In this episode of The Pitch, Medallion Financial's Michael Wayne points to a stock with a serious turnaround story on the cards.
ALU
+9
Ally Selby
Livewire Markets
The Pitch

The Asian corporate credit market is the size of the Australian equity market. Here’s what you need to know

Tribeca’s John Stover offers a deep-dive into Asian credit and how to get exposure in your portfolio.
Sara Allen
Livewire Markets
The Pitch

Why this default cycle is different and what it means for asset allocation

KKR's Jeremiah Lane discusses why 2024 could see a positive continuation of 2023 in the credit markets.
Hans Lee
Livewire Markets
The Pitch

An "enormous vacuum" is creating a big opportunity for Australian real estate debt investors

Australian commercial real estate market conditions are tough right now, but there are also some serious winds in its sails.
Chris Conway
Livewire Markets
The Pitch

3 ASX stocks with growing dividends (and why headline yields are misleading)

In this episode of The Pitch, Medallion Financial's Michael Wayne provides a deep dive on dividends.
ALU
CSL
+8
Ally Selby
Livewire Markets
The Pitch

Why bond buybacks across Asia-Pacific should be on your radar

While share buybacks might be a focus for some investors, Tribeca’s John Stover points to bond buybacks as a big opportunity.
Sara Allen
Livewire Markets
The Pitch

3 undervalued sectors that could rebound in 2024

Could the "Year of the Dragon" bring good fortune to these sectors? Watch the video below to find out.
Ally Selby
Livewire Markets
The Pitch

Tribeca: The investment space that has grown 500% and is ripe for alpha generation

Asian credit may seem like a niche investment space but Tribeca’s John Stover points to benefits like higher yields and lower default rates.
Sara Allen
Livewire Markets
The Pitch

Is now the time to invest in China?

While the Chinese economy isn't out of the woods yet, valuations are looking incredibly attractive, according to VanEck Australia.
FMG
Ally Selby
Livewire Markets
The Pitch

A negative narrative could create a contrarian investment opportunity

Sometimes when sentiment is downbeat, the best ideas come to the fore.
Hans Lee
Livewire Markets
The Pitch

Why the "flight to quality" is a crowded (and often confused) investment

Plus, we take a closer look at what office occupiers are now looking for in the post-COVID world.
Hans Lee
Livewire Markets
The Pitch

Is the death of the office real?

Plus, we take a closer look at why being larger is not necessarily better when it comes to office properties.
Hans Lee
Livewire Markets
The Pitch

Sick of high power and food bills? Time to focus on the solutions (and the investment opportunities)

Prices of basics, food and energy, have skyrocketed since the pandemic. You can keep whining about it or you can invest in the solutions.
Chris Conway
Livewire Markets
The Pitch

Why short-term investors are missing out on this exciting long-term theme

In this episode of The Pitch, TMS Capital's Ben Clark discusses what private market investors do differently, and what to learn from them.
APA
TCL
Ally Selby
Livewire Markets
The Pitch

From exclusion to solutions: the modern approach to this investment opportunity

Hubert Aarts, Deputy CIO at Impax Asset Management, identifies five big drivers of opportunity when it comes to sustainable investing
Chris Conway
Livewire Markets
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