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Macro

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

Macro

Too late to invest in Europe’s recovery?

In March I wrote an article for the Financial Review suggesting Europe was the last bastion of investment value. The three months since have been eventful, with a...
Steve Johnson
Forager
Macro

High risk of significant correction

There have been some well publicised concerns raised recently about the prospect of elevated risks across asset markets. So, Livewire went on the hunt for insights on...
Livewire Exclusive
Livewire Markets
Expert Insights

Tim Toohey: Australia's economic outlook

Tim Toohey, former chief economist at Goldman Sachs, was the #1 rated economist on the Greenwich survey for 13 years. Earlier this year he teamed up with seasoned...
Livewire Exclusive
Livewire Markets
Expert Insights

Positioning for a 15-year upswing in US housing

Nathan Bell, Head of Research at Peters MacGregor, believes the US housing cycle is in the early stages a sustained upswing. In this video he outlines the data...
BLD
DOW
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Livewire Exclusive
Livewire Markets
Expert Insights

The single biggest issue for Australian assets

In a recent interview with Dr Philipp Hofflin, Portfolio Manager at Lazard Asset Management painted a scenario in which strong downward pressure on the Australian...
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Livewire Exclusive
Livewire Markets
Expert Insights

Australia's third great debt cycle in context

RBA Governor, Dr Philip Lowe, recently warned the market that the level of household debt would make the economy vulnerable to future shocks. Against this backdrop,...
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Livewire Exclusive
Livewire Markets
Macro

3 new investment thematics from the budget

To cut through the deafening noise around this week’s Federal budget, Livewire has asked four of Australia’s leading Economists to boil the budget down to its single...
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Livewire Exclusive
Livewire Markets
Macro

What do low return forecasts mean for funds?

The more realistic the view of what may lie ahead, the better the decisions we’ll make to prepare for it. Let’s consider our current forecasts. Our forecast...
Simon Doyle
Schroders
Expert Insights

Is the US-market due for another rally?

Paul Moore, Chief Investment Officer at PM Capital has enjoyed a stellar run investing in cyclical stocks that surged ahead since Trump's election victory. In the...
Livewire Exclusive
Livewire Markets
Expert Insights

Where are we in the banking cycle?

Global banks have formed a cornerstone part of PM Capital’s strategy as they’ve taken the #1 ranking in their category in the Morningstar survey over five and eight...
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Livewire Exclusive
Livewire Markets
Macro

Want investment value? Europe's the last bastion

Our bottom-up approach to stock selection is telling us that Europe is the most promising investment market in the world. At Forager, we don't base our investments...
Steve Johnson
Forager
Macro

The 4 most important charts today

As the saying goes, ‘a picture tells a thousand words.’ With this in mind, Livewire reached out to a selection of fund managers and strategists and asked: what is the...
Livewire Exclusive
Livewire Markets
Macro

The Risk-Return Matrix: Where does it say to invest?

A run of decent economic numbers for the US and the eurozone and the fiscal stimulus promised by US President Donald Trump are reinforcing views that core inflation...
Simon Doyle
Schroders
Macro

How might 2017 look for investors?

While 2016 was generally a positive years for investors, politics and economics provided big surprises and highlighted how intertwined politics and economics have...
Simon Doyle
Schroders
Buy Hold Sell

5 big macro trends and a few surprises for 2017

In 2016 the local index was held ransom by a run of unpredictable political and macro economic events. The ASX200 climbed an unremarkable (but tidy) 7%, which belies...
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Investors predict one way traffic for Aussie Dollar

Everyone forecast the death of the Aussie dollar in 2016, however, interest rate differentials and resurgent commodity prices pushed the local currency to a peak of 78...
Buy Hold Sell
Livewire Markets
Buy Hold Sell

What will the market get wrong in 2017?

Equity markets always foolishly bake in something that is definitely going to happen in the future. So what is the market baking in for 2017 and what will they get...
Buy Hold Sell
Livewire Markets
Macro

Brexit Risks Ruining 60 Years of Western Prosperity

Three times in the past 12 months financial markets have been in a tizz. We went close to a bear market in August 2015, officially entered one in February of this year...
Steve Johnson
Forager
Macro

Paragon Funds Management - The Song Remains the Same

In our January outlook note for 2016, we outlined several significant issues facing investors. The strong US dollar and tepid growth pressuring US corporate earnings...
John Deniz
Paragon Funds Management
Macro

Lithium fundamentals continue to strengthen

Since the beginning of 2016, we have observed several key positive industry catalysts. Firstly, Tesla’s March 2016 Model 3 launch, boasting 325,000 orders and equating...
John Deniz
Paragon Funds Management
Macro

Falling growth and inflation expectations along with diverging central bank policies have been a significant driver of the volatility across...

Falling growth and inflation expectations along with diverging central bank policies have been a significant driver of the volatility across bond/commodity/currency...
John Deniz
Paragon Funds Management
Macro

OPEC initiates a price war; implications

OPEC initiates a price war; implications. OPEC has historically supported oil markets by curtailing production in periods of oil price weakness. Their systematic...
John Deniz
Paragon Funds Management
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