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Expert Insights

Bigger businesses and better structure provide strong opportunities in this asset class

And why KKR's Richard Schoenfeld believes we're nearly the end of the interest rate hike cycle.
Ally Selby
Livewire Markets
Expert Insights

The biggest risk to loan markets today

And where a US$519 billion investment manager is finding opportunities.
Ally Selby
Livewire Markets
Expert Insights

Why microcaps could be the biggest opportunity in markets today

Inefficiencies in microcaps could be a key advantage for investors in today's markets, according to Yarra Capital Management's Joel Fleming
PME
Sara Allen
Livewire Markets
Expert Insights

2 sectors facing headwinds as cash rates and inflation remain elevated

In this interview, KKR's Richard Schoenfeld outlines where he is seeing stress in the market today.
Ally Selby
Livewire Markets
Expert Insights

2 booming markets amid the economic storm

In this Expert Insights, Man GLG's Andrew Swan outlines why he believes South Asia is the best opportunity in global universe today.
Ally Selby
Livewire Markets
Expert Insights

Are we at the start of the next property cycle?

Australian residential commercial property accounts for over 70% of Qualitas' portfolio. In Expert Insights, Andrew Schwartz explains why.
Sara Allen
Livewire Markets
Expert Insights

How to identify successful microcaps and where to find them

Yarra Capital Management's Joel Fleming shares his tips for identifying microcaps on the path to success in this episode of Expert Insights.
Sara Allen
Livewire Markets
Expert Insights

Anatomy of a bank failure and why Coolabah was shorting Credit Suisse in 2022

Plus, the firm's Head of Credit Research shares how the team is viewing the current landscape.
Chris Conway
Livewire Markets
Expert Insights

China’s property crisis (and why there’s still opportunities in the region)

In this Expert Insights, Man GLG's Andrew Swan provides a deep dive on China's property crisis and the select opportunities in the region.
Ally Selby
Livewire Markets
Expert Insights

Smiling all the way: Equity-type returns in fixed income

After a turbulent period, the returns on offer are putting a smile on the face of Yarra's 21-year veteran, Roy Keenan
Chris Conway
Livewire Markets
Expert Insights

Qualitas sees green shoots in construction financing after pandemic challenge

In this episode of Expert Insights, Qualitas' Andrew Schwartz discusses the outlook for property and why he is positive on construction.
Sara Allen
Livewire Markets
Expert Insights

M&A is starting to pick up in microcaps. Here’s why that’s positive news

Yarra Capital Management's Joel Fleming shares the positive indicators he's seeing in the Australian microcap space
Sara Allen
Livewire Markets
Expert Insights

This is China's economic reckoning

There's a real risk that China is heading down the same path as Japan did in its "lost decade". This expert says there's one way to stop it.
Ally Selby
Livewire Markets
Expert Insights

When it comes to bonds, keep an eye out for duration

VanEck offers three new ETFs to allow you to gain exposure to Australian government bonds with all the benefits of an ETF
Kym Sheehan
Livewire Markets
Expert Insights

Floating rate notes versus cash and term deposits

Cash is back and investors now have a bunch of options to help stay ahead of inflation.
James Marlay
Livewire Markets
Expert Insights

Risk is everywhere, just make sure you're getting paid to take it

Defaults are inevitable, but you don't need to carry the risk to get a return according to Roy Keenan from Yarra Capital Management.
Chris Conway
Livewire Markets
Expert Insights

Why a shortage of debt capital means massive opportunity for investors

In this episode of Expert Insights, Qualitas' Andrew Schwartz discusses CRE debt and why even Australia's banks can't keep up with demand.
Sara Allen
Livewire Markets
Expert Insights

Income and diversification can have a one stop solution

Most investors accept the importance of fixed-income assets in a diversified portfolio but investing in bonds can be tricky
Kym Sheehan
Livewire Markets
Expert Insights

This market has changed and changed again... here's how to navigate it

The fixed income market has been through a tumultuous period and whilst investors have felt the pain, there are effective strategies
Chris Conway
Livewire Markets
Expert Insights

Worried about another rate hike? State Street says high probability multiple hikes are coming

State Street’s fixed income team says the RBA has plenty more work to do.
James Marlay
Livewire Markets
Expert Insights

These 2 factors could play a major role in the next rates' review

Throughout the recent monetary tightening, the Australian economy has remained remarkably resilient. However, wages and retail sales numbers are still front of mind...
Kym Sheehan
Livewire Markets
Expert Insights

Here's the sweet spot for fixed income right now

According to Adam Grotzinger from Neuberger Berman.
David Thornton
Livewire Markets
Expert Insights

Why the best opportunities from the energy transition may lie in infrastructure

ESG asset valuations ballooned during the pandemic. But are they still too elevated?
David Thornton
Livewire Markets
Expert Insights

Joye: Investors no longer need to reach for risk in order to secure their return objectives

Coolabah Capital's Chris Joye talks to the secular shift that is currently occurring into bonds.
Chris Conway
Livewire Markets
Expert Insights

Is fixed income back to playing defence?

2022 was a dark year for the asset class, but it may have turned the corner
David Thornton
Livewire Markets
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