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The Great Reversals
24 Apr 24 Insight Australian Equities

The Great Reversals

Ben Goodwin explores the three key economic shifts of our era: decarbonisation, deglobalisation, and inflation. These trends disrupt established global economic patterns and have important implications for future investment strategies.
Western Inflation: How Sticky is it…. Really?
24 Apr 24 Insight

Western Inflation: How Sticky is it…. Really?

After peaking at double digit growth rates, Western inflation has fallen significantly in the past 12 months. On the surface, that’s encouraging and sets the stage for rate cutting cycles amongst major central banks.
Troubled Times Ahead?
19 Apr 24 Insight Fixed Income

Troubled Times Ahead?

The saying that all good things must come to an end is a bittersweet reflection of reality. Sadly, too many of us fail to appreciate those good times, often focusing on what could or might go wrong. Perhaps this is understandable given the potential for higher interest rates to stifle economic growth and an increasingly complex geopolitical environment.
Apollo Academy
17 Apr 24 Insight Alternatives

Apollo Academy

Apollo Global Management believes that alternatives will play a key role in helping investors tackle current portfolio challenges. That is why they have created the Apollo Academy.
7 commodities to watch in this complex market
17 Apr 24 Insight Australian Equities

7 commodities to watch in this complex market

Ben Goodwin, Portfolio Manager at Merlon Capital Partners joined Livewire Markets Signal or Noise commodities special to discuss the intersection of commodities and the global economy.
Office, will the brave be rewarded?
17 Apr 24 Insight Alternatives

Office, will the brave be rewarded?

The commercial office sector has certainly been a topical theme of late. Do recent trends represent long term structural changes or a short-term cyclical challenge that we’ve seen before? Commercial property specialists, Elanor Investors Group, looked to answer this question for investors in its inaugural quarterly real estate thematic update last week.
Finding Alpha Podcast | Amplifying the diversification benefits of Fixed Income
15 Apr 24 Insight Fixed Income

Finding Alpha Podcast | Amplifying the diversification benefits of Fixed Income

Given the uncertainty created by a looming US election, interest rate expectations constantly readjusting and geopolitical risks, having additional sources of diversification in portfolios can provide protection during periods when volatility spikes and markets are stressed.
Increased Market Volatility – Continuous Disclosure or Liquidity?
11 Apr 24 Insight Australian Equities

Increased Market Volatility – Continuous Disclosure or Liquidity?

During the recent reporting season, we witnessed what appeared to be significant volatility around company result announcements.
Greencape Capital Wins Morningstar Award for Fund Manager of the Year in Large Cap Equities
05 Apr 24 Insight Australian Equities

Greencape Capital Wins Morningstar Award for Fund Manager of the Year in Large Cap Equities

Greencape Capital has won Fund Manager of the Year – Domestic Equities – Large Cap award at the Morningstar Australia Awards 2024.