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Macro

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

Macro

The flow on effects of a housing slowdown

Sydney property prices are now off more than 10% according to Corelogic data. While painful for property owners and investors, the effects go far wider than that....
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Macro

2018 summed up in 5 charts

If 2018 were a boxing match, you would be Mundine and Mr. Market would be Horn. It only took you 96 seconds to be battered and bruised to the floor. What went wrong?...
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Livewire Markets
Macro

The big global issues facing investors today

After several years of plain sailing, investors are now having to contend with global markets that are far more risky. These market conditions have been created by an...
Andrew Macken
Montaka Global Investments
Macro

Making money through the cycle

The recent equity market rally in response to dovish FED language again highlights how dependent equity markets are on government stimulus and sugar hits. ...
Jerome Lander
WealthLander
Macro

Bulls, Bears, and ‘I don’t cares’

Following the falls in equity markets globally across October and November, there’s been a marked increase in bearish commentary from fund manager, analysts, and...
Patrick Poke
Patrick Poke
Livewire Markets
Expert Insights

The biggest risk to markets in 2019

With an escalating trade war, quantitative easing over, and China slowing down, market risk is running high. So when we sat down with global manager, Peter Rutter,...
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Livewire Markets
Expert Insights

5 key issues for 2019

2019 is just a few months away. So when we sat down with Natalie Tam, Investment Director at Aberdeen Standard Investments, we took the opportunity to ask her what...
AGL
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Expert Insights

US recession on the cards?

The Fed has hiked 3 times this year and plans another four hikes by the end of next year. Their collective impact is still ‘in the post’ as hikes take time to bite....
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Livewire Markets
Macro

Where the streets have no name

There was much fanfare on the 22nd May 1994 when millionaire Japanese dentist Akihiro Kabe and co-driver Takeshi Okano approached the start of Australia’s inaugural...
Brett Gillespie
Brett Gillespie
Global Macro
Expert Insights

The $4.1 trillion-dollar question

With the two largest economies in the world at loggerheads, many investors and commentators are trying to figure out the end game. Alex Duffy, Portfolio Manager at...
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Livewire Markets
Macro

Can Australia weather a housing downturn?

October has proved to be a difficult month for risk assets. Global equities have fallen by over 9% led by the US (-9%) and Europe (-7%), with US technology...
Scott Haslem
LGT Crestone
Macro

U.S. midterm elections – potential implications for policy and markets

With less than a week to midterm elections in the United States, voters and investors will be focused on the political and economic implications. Midterm elections...
Paul Hennessy
Capital Group
Macro

Market volatility, capital preservation and my holidays

I’m beginning to think that my holidays are turning into a reliable market indicator. Short-haul, good; long-haul, reach for your hard hat. Three years ago, when we...
Tom Stevenson
Fidelity International
Macro

Credit Suisse hoses down recession forecast

Looking at news headlines, there seems to be a growing consensus of an impending recession by 2020. To support this view, many have pointed towards a flattening yield...
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Macro

Rates rise and China slides: Making sense of the market sell-off

Upended by rising Treasury bond yields, global stocks have declined sharply in recent days as investors grapple with concerns over tighter U.S. monetary policy, a...
Paul Hennessy
Capital Group
Macro

Young man, are you listening to me?

Are you the hunter? Or the hunted? Never thought about it like that when it comes to investing? Well then you are the hunted. The hunter is patient. Very patient....
Brett Gillespie
Brett Gillespie
Global Macro
Expert Insights

Winners and losers from rising rates

With rates marching higher in the US, higher risk asset classes such as emerging market equities are seeing rising volatility. As risk reprices across the market, this...
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Livewire Markets
Expert Insights

The ‘good news’ stories being missed right now

By 2030 India is going to be the 3rd largest economy in the world, yet very few investors have exposure to this powerful growth story. “The economy is growing very...
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Buy Hold Sell

Risks and opportunities of a leadership change

With a potential change in Federal government on the horizon, in this thematic discussion, we sat down with Matt Williams from Airlie Funds Management and Rhett ...
Buy Hold Sell
Livewire Markets
Rapid Fire

ROI: Investing through uncertainty

Whether you're investing in equities, debt, or alternatives, uncertainty is an inescapable part of the game. But Michael Thawley, AO, Vice Chairman of Capital Group...
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Livewire Markets
Macro

The state of global trade tariffs in 6 charts

Global trade tensions are on the rise. And while much of the attention has centred on a series of retaliatory tariffs between the United States and China, trade...
Paul Hennessy
Capital Group
Macro

Business Insights Across the Market

“I’m not particularly worried at the moment. Two years out is when I’m worried about. It’ll be more of a dollar crisis than a debt crisis, and I think it’ll be more of...
IPL
+6
NAOS Asset Management
NAOS Asset Management
NAOS
Macro

The Global Economic Backdrop

The global environment remained constructive for most of Q3, however several important risks intensified. The Federal Reserve’s rate hikes contributed to an...
Ronald Temple
Lazard Asset Management
Macro

Finding value in Australian markets

The past month has delivered little resolution to the key questions plaguing investors as the cycle matures. Can strong global growth be sustained beyond this year,...
Scott Haslem
LGT Crestone
Macro

The hidden risks in markets today

What would you nominate as the most under-appreciated risk in the market today? There seems to have been an endless carousel of macro ‘bogeymen’, yet markets keep...
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