24 Jul 26
Insight
Alternatives
A Value-Oriented Approach to AI Investing
In this article, Apollo explores how artificial intelligence is reshaping the investment landscape, highlighting key opportunities, risks and considerations for investors navigating a rapidly evolving market environment.
23 Jul 26
Insight
Alternatives
AI Underexposure Biggest Risk for Investors
In this interview with The Australian, Fulcrum's Fawaz Chaudhry explains why investors may be underestimating the AI opportunity and how falling costs are accelerating adoption across the economy.
15 Jul 26
Insight
Australian Equities
Eagers Automotive – “a riddle wrapped in a mystery inside an enigma^”?
Can exceptional management overcome the poor economics of a difficult industry? Eiger examines the remarkable long-term performance of Eagers Automotive, exploring how disciplined leadership, market share gains and strategic execution have delivered returns that far outpace global automotive peers.
08 Jul 26
Insight
Alternatives
Most Managers Have 30% in Software. Apollo Has 3%. Here's What It's Hunting Instead.
Apollo explores why it's underweight software and where it's finding opportunities in hard assets, critical infrastructure and resilient businesses in an increasingly uncertain market.
01 Jul 26
Insight
Fixed Income
How Kapstream Is Balancing Global Shocks and Fixed Income Yields
Dylan Bourke joined Livewire Markets’s Fund in Focus to explore one of the big questions in markets right now: can the AI investment boom outweigh the inflationary pressure coming from global supply shocks?
30 Jun 26
Insight
Fixed Income
What We’re Watching: Good Due Diligence Should Never Be Remote
This month we examine why effective due diligence in private credit should never be remote. Drawing on the recent MFS Investment Management and Tricolor Auto Group cases, we argue that strong diligence extends beyond reviewing data and documentation to understanding an originator’s people, processes, culture and motivations.
24 Jun 26
Insight
Fixed Income
Why Fixed Income Has Stopped Being the Boring Part of Your Portfolio
Mark Bayley joins Livewire to discuss how the role of fixed income is shifting, with higher yields and more volatility creating a very different opportunity set for investors
23 Jun 26
Insight
Global Equities
Fuelling the Next Economy
Two powerful forces have reshaped global markets in 2026. First, the conflict in the Middle East has led to surging energy prices and supply disruptions. Second, the rapid adoption of AI is driving an extraordinary capital investment cycle in data centres resulting in a new era of energy demand.
19 Jun 26
Insight
Fixed Income
Quick View – The Warsh Fed: A change in style and substance?
At the helm of his inaugural meeting, Federal Reserve Chairman Kevin Warsh affirmed that the central bank’s attention is squarely focused on price stability while also laying out a reform agenda. Head of Global Short Duration and Liquidity Daniel Siluk elaborates.