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Discover listed and unlisted funds with expertise across the full spectrum of markets.

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Funds

Ignore the noise: These Australian property investments are alive with opportunity

In this wire, we explain why one of our flagship funds shifted to a full-time healthcare focus.
Matthew Strotton
Real Asset Management
Funds

Looking back on 2024 for listed managed investments

With the end of the year approaching, we take a look back at the performance of LICs and LITs over the year.
Claire Aitchison
Independent Investment Research
Funds

Are ETFs fueling the ASX bank rally or just enjoying the ride?

VanEck's Russel Chesler busts key myths about the influence of ETFs on asset prices.
+7
Vishal Teckchandani
Livewire Markets
Funds

This is a once in a cycle investing opportunity for LICs

Have we reached peak madness for LICs? I explore this in the Affluence Funds LIC Wrap Up for 2024.
Greg Lander
Affluence Funds Management
Funds

3 portfolio themes to consider for growth investors in 2025

Thematic ETFs have outperformed in 2024 - where will the growth come in the coming 12 months?
+12
Billy Leung
Global X ETFs
Outlook Series

Your most-tipped ETFs returned 25.08% on average in 2024

….but that’s nothing on the best performer which returned 47.07%.
Sara Allen
Livewire Markets
Funds

Four alternative credit strategies for this credit cycle

What has worked to date might not be the strategy that works moving through this credit cycle
Pieter De Weerdt
Antarctica Asset Management
Funds

Jun Bei Liu, Catherine Allfrey, Emma Fisher will all be part of Australia's newest fund

Future Generation Women launched today featuring the elite of Australia’s women in fund management. It’s going to change finance.
Sara Allen
Livewire Markets
Funds

L1 Capital's Catalyst Fund: Reflections on activism and the art of persuasion

L1 Capital's James Hawkins recently conducted a webinar discussing the Catalyst Fund. Here we summarise the highlights of the session.
Chris Conway
Livewire Markets
Fund in Focus
Sponsored

The 2 asset classes ripe for thriving in the new market regime

BlackRock's Tamara Haban-Beer Stats talks about the benefits of investing in infrastructure and REITs.
Hans Lee
Livewire Markets
Funds

Third LIC/LIT coming to market for 2024

Below we take a look at the key news items and announcements during October, which included the commencement of trading of MRE and a new LIC coming to market. In the...
Claire Aitchison
Independent Investment Research
Funds

If 24 LICs ran the Melbourne Cup, which would be our favourites

The 8th running of the Affluence LIC Melbourne Cup!
Daryl Wilson
Affluence Funds Management
Funds

Maximum relative drawdown in fund selection

Amongst high performing funds, consideration of maximum relative drawdown adds value in fund selection
Jason Hall
Hamilton12
Funds

The newly-listed ASX ETFs that have outperformed so far in 2024

For some of the 38 new ETP listings, it's been a strong start. For others... less so.
+2
Sara Allen
Livewire Markets
Funds

10 funds that have consistently underperformed over the long term

These funds have 0% batting averages, according to data sourced from Morningstar’s database.
Ally Selby
Livewire Markets
Funds

How to combine the best of passive and active investing for your portfolio

How smart-beta investing can help you target different factors or manage concentration risk in your portfolio
HUB
+5
Sara Allen
Livewire Markets
Fund in Focus
Sponsored

Australia's first direct spot Bitcoin ETF has launched. Here's where you will find it

After more than a decade of usage and years of building an investment case, the first direct spot Bitcoin ETF has arrived in Australia.
Hans Lee
Livewire Markets
Funds

FY24 LIC & LIT Review

With the FY24 results season all wrapped up in the attached report we take a look at the key news flow for the September as well as provide a review of results for...
Claire Aitchison
Independent Investment Research
Funds

Michael Rosen - Hedged for Success: convertible bonds explained

In this episode of Inside the Rope, David speaks with Michael Rosen, co-founder and CEO of Context Capital. They discuss his journey in finance and the founding of the...
David Clark
Koda Capital
Funds
Sponsored

A new way to invest in commercial real estate

Metrics Credit Partners, a leading Australian alternative asset manager with approximately $20 billion of private debt and equity investments, has launched an initial...
Metrics Credit Partners
The Pitch

A crowded trade not worth pursuing - and an unloved trade worth a closer look

Even in bull markets, alternative investment strategies can accentuate your regular share portfolio's gains.
Hans Lee
Livewire Markets
The Pitch

Is now the time to switch out your bank stocks?

When bank valuations look stretched, here’s where to invest instead
Sara Allen
Livewire Markets
Funds

How this technology & AI themed fund manager navigated through the “carry trade blow up”

Stop loss discipline and a focus on fundamentals turned a draw-down month to a net positive month
Pieter De Weerdt
Antarctica Asset Management
The Pitch

Prepare your portfolio for the next volatility spike and beyond

Get your portfolio in shape for the next drawdown, whenever it may be, in this latest episode of The Pitch.
Hans Lee
Livewire Markets
Funds

August has a bit of everything for LMIs

There was plenty happening in August with a flurry of results being released. Below provides some of the key news items and announcements during August, which included...
Claire Aitchison
Independent Investment Research
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