Views from the Top

Challenger IM's Pete Robinson says "higher for longer" is the real issue, not rate cuts

He may not make bets on interest rates but he sure has an opinion on their current level.
Hans Lee
Livewire Markets
Views from the Top

Morgan Stanley is not expecting the RBA to cut rates this year. Here's where they are investing

And where the big opportunities lie for investors beyond AI, according to Morgan Stanley Wealth Management's Alexandre Ventelon
Sara Allen
Livewire Markets
Views from the Top

Is this the end of the ASX's Mundane 7?

Yarra's Dion Hershan is not afraid to think differently - his bold move away from some of the ASX's most-loved companies is proof of that.
CAR
PXA
SEK
Chris Conway
Livewire Markets
Views from the Top

The golden rule of investment: Always "follow the money"

Because if you don't know who the sucker is, the sucker's probably you.
Ally Selby
Livewire Markets
Views from the Top

The ASX's next-generation powerhouse

Plus, how to exploit the mispricing in Aussie small and micro-cap stocks.
OML
PXA
+1
Ally Selby
Livewire Markets
Views from the Top

Why volatility is good news for this type of investment strategy

And the reason interest rate hikes don't work quite the way they used to.
Sara Allen
Livewire Markets
Views from the Top

3 global sectors where it pays to be invested right now

T. Rowe Price High Yield Portfolio Manager (and Sydney's very own) Michael Della Vedova takes us on a tour of the global high yield market.
+3
Hans Lee
Livewire Markets
Views from the Top

Fidelity's Global CIO shares his 4 favourite asset classes for 2024

Global CIO Andrew McCaffery also tells me that their predictions for a soft landing have more than doubled in just the last three months.
Hans Lee
Livewire Markets
Views from the Top

Rudi: The biggest mistake investors could make in 2024

Plus, Rudi Filapek-Vandyck shares the stocks he's watching this reporting season and over the year ahead.
AUB
BAP
COH
+15
Ally Selby
Livewire Markets
Views from the Top

Why Lazard's Temple would buy equities over bonds even at today's prices

Lazard's chief market strategist Ron Temple updates his views on the US economy, China, fixed income, and geopolitical risk.
Hans Lee
Livewire Markets
Views from the Top

Bob Desmond's hunt for 20% value gaps and two stocks that make the grade

The Claremont Global head also peels back the curtain on the "toughest discipline in funds management" and how he tackles it
James Marlay
Livewire Markets
Views from the Top

Uranium to keep running hot (and 4 ASX stocks to join the party)

Tribeca's Guy Keller continues the uranium conversation with Livewire, outlining why he remains bullish and where he is hunting
Chris Conway
Livewire Markets
Views from the Top

Matthew Kidman's top ideas for a small-cap recovery in 2024

In this Views from the Top interview, Matthew shares why he believes rates will be lower in a year's time.
ADH
BAP
+10
Ally Selby
Livewire Markets
Views from the Top

Why this value investor believes the opportunity set is growing

And the role the magnificent seven have had in creating market dislocations.
Sara Allen
Livewire Markets
Views from the Top

Why this expert is buying bonds even if recession fears are overhyped

This money manager caught the US stock market rally before many other investors. Now, he's looking for returns in a different asset class.
Hans Lee
Livewire Markets
Views from the Top

How to "work smarter, not harder" when it comes to investing

And why you are far more likely to get it right if you do so.
Ally Selby
Livewire Markets
Views from the Top

Four emerging leaders in a market primed for growth

Emerging markets investor Daniel Graña discusses the opportunities available today.
Hans Lee
Livewire Markets
Views from the Top

Why Auscap has gone from 7% cash to fully invested (and where that money has been deployed)

Tim Carleton from Auscap Asset Management says valuations have adjusted meaning pockets of value have emerged on the ASX.
RMD
James Marlay
Livewire Markets
Views from the Top

There is no wall of supply: Why the uranium opportunity is still in its infancy

When demand outstrips supply, prices only go one way - so what if demand outstrips supply for the next two decades?
Chris Conway
Livewire Markets
Views from the Top

2 high conviction mid caps (and one small cap on the rise)

Eley Griffiths Group's David Allingham shares why the firm is making a new foray into the mid-cap end of the market.
BLD
CAR
Ally Selby
Livewire Markets
Views from the Top

Why this credit investor sees returns of up to 8% from here

A changing global paradigm for financial markets holds promise for Australian fixed-income investors, says Yarra Capital's Phil Strano
Chris Conway
Livewire Markets
Views from the Top

Schroders' three 'best value' assets as recession risks linger

Many gauges of recession risk look at the “what” but overlook crucial aspects of “when”, says Schroders’ Sebastian Mullins.
James Marlay
Livewire Markets
Views from the Top

The risk no one is talking about (and 10 mispriced market darling stocks)

In this interview, reader favourite Romano Sala Tenna shares a key risk that should be on your radar.
AKE
CSL
IGO
+8
Ally Selby
Livewire Markets
Views from the Top

Kerr Neilson's secret to long-term success

The industry legend sat down for an exclusive wide-ranging interview with Livewire on where he is seeing opportunities and risks today.
+5
Ally Selby
Livewire Markets
Views from the Top

Dr Philipp Hofflin predicted China's slowdown in 2019, here's what he thinks will happen next

Revisiting Dr Hofflin's prescient 2019 prediction on China and eyeing opportunities into the future.
James Marlay
Livewire Markets
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