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Macro

Understand the fast-changing domestic and global economic forces under the tectonic plates driving our markets.

Macro

Livewire Summer School: November rain, and insurance claims

Guns N’ Roses released their first debut album titled “Appetite for Destruction” in July 1987. Three months later one of the most violent and unexpected equity market...
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Livewire Markets
Macro

Livewire Christmas Cracker #11: Is 2018 the year the porridge turns cold?

In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight for 2018 from one of our contributors. Today’s insight is by...
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Livewire Markets
Macro

Livewire Christmas Cracker #8: Get ready for volatility in 2018

(Ed Note: first published December 2017) In our new 'Christmas Cracker' series, each morning through to Christmas we will bring you a top insight from one of our...
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Livewire Markets
Expert Insights

Betting against the crowd on oil

Electric vehicles displacing the requirement for oil is a popular market narrative, but Simon Mawhinney, Chief Investment Officer at Allan Gray, says this misses half...
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Livewire Markets
Expert Insights

Joye: Royal commission creates opportunities

After months of speculation, the Federal Government announced a royal commission into Australia’s banks last week. So, what does this mean for bank investors?...
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Livewire Markets
Macro

Jupiter reaching for the stars

We were recently asked what we see in Jupiter Fund Management (LSE: JUP), a UK-based business owned in the Montgomery global portfolios. Without giving away our entire...
Andrew Macken
Montaka Global Investments
Expert Insights

Sit back and enjoy the ride

When the next bubble and crash comes, would you rather be out six months early, or six months late? Chad Slater, Joint CIO at Morphic Asset Management, says some of...
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Livewire Markets
Macro

Where’s the best place to invest in this market?

Asset markets are running on a high and investors risk appetites are growing, it seems like the shadow of the GFC has finally faded and the boom is back on. With...
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Livewire Markets
Macro

Enhancing your returns with macro analysis

Macro analysis often gets a bad rap these days. Fund managers often prefer to associate themselves with value investors like Warren Buffett, who famously deride the...
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Livewire Markets
Expert Insights

Where will markets go in 2018?

It’s been a bumper year for global stocks as MSCI’s broadest index, the All Countries World Index, has rallied ~19% YTD, while Emerging Markets are up more than 25%....
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Livewire Markets
Macro

Where are we in this bull market?

Sir John Templeton famously said; “bull markets are born on pessimism, grow on skepticism, peak on optimism and die on euphoria.” With the S&P 500 hitting new highs,...
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Livewire Markets
Macro

Political instability creating investment opportunities

Does politics matter to investors? Read any market report and the answer might seem obvious. Market movements are often explained as reactions to an unfolding...
Tom Stevenson
Fidelity International
Macro

What's hurting your hip pocket?

With all the focus on the headline CPI each quarter, it’s easy to forget that it’s made up of a ‘basket’ of good and services. In this helpful infographic, we’ve...
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Livewire Markets
Macro

Could lower fees ever be bad for investors?

A topic of considerable interest in investing circles today is the current boom in indexation and low-fee passive investing. It is certainly worth thinking about given...
Andrew Macken
Montaka Global Investments
Macro

Government policy shifts drive EV demand

Our EV thematic has been discussed in previous articles, most recently in February 2017. Given the major developments in this space during September, we felt it timely...
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John Deniz
Paragon Funds Management
Expert Insights

Show me your sustainable edge

With so many Fund managers in the market, each with their own competitive advantage, how do you choose which one is right for you? Dr David Sokulsky, CIO at Crestone...
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Livewire Markets
Macro

How long will your pay rise last?

Since the beginning of the new year, Australians have received around a 10 percent pay rise. But this is not your typical pay rise. This pay rise does not result in...
Andrew Macken
Montaka Global Investments
Macro

Part II mega trends: how do investors capitalise on these 4 trends?

In the second article in this series, we look at the two remaining mega trends that offer Australian investors an ability to spot businesses that are growing naturally...
Andrew Macken
Montaka Global Investments
Expert Insights

Australian rates heading to zero

As global rates start to rise, Australia may follow in the short-term, but structural issues will prevent the RBA from hiking rates far, explains Chris Watling, CEO of...
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Livewire Markets
Expert Insights

The biggest risks facing today’s market

Ray Dalio from Bridgewater and Howard Marks from Oaktree have both recently issued cautionary memos, citing risks that include geopolitics, excessive valuations, and...
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Livewire Markets
Macro

Political populism and the markets

Populism hit the headlines a year ago when the UK voted to leave the European Union (EU), and it has cast a shadow over many political events since then. My colleague,...
Paul Hennessy
Capital Group
Macro

Get ready for volatility - Vimal Gor at Livewire Live 2017

As the era of QE draws to a close, central bankers face a conundrum: Nearly a decade of money printing has suppressed volatility… So, as QE is withdrawn, is volatility...
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Livewire Markets
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How exuberant is the credit market right now?

Andrew Lockhart from Metrics Credit Partners provides an insight into the domestic credit market. It’s part of the financial system usually reserved for the ‘big...
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Livewire Markets
Macro

Aussie dollar catches us all out again

Howard Marks, Co-Founder of Oaktree Capital, criticised forecasters in a memo earlier this year, writing: “There are no facts about the future, just opinions”. And few...
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Livewire Markets
Macro

The power of scale in our new digital world

If you are an Australian CEO, you are probably wondering if Amazon will one day disrupt your business. The threat of Amazon to Australian business is the topic du jour...
Andrew Macken
Montaka Global Investments
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