Recent articles
Economic and market update
5 min read
Which key events have been driving markets? Read this article by Senior Economist Bob Cunneen to find out.
The Uranium Opportunity: A Structural Re-Rate in Motion
July 2025, 7 min read
In this article, Antares Equities’ Hutch Ozdil argues that uranium is an essential pillar of the global energy transition and a misunderstood opportunity. He also outlines which ASX-listed company is his preferred exposure.
Latest round of Middle East conflict results in restrained market reactions, so far
June 2025, 5 min read
Events like the Middle East conflict create some short-term market reactions, but a look at past geopolitical episodes suggest that markets tend to recover over the next 3-12 months.
Investing in insurance-linked securities: Navigating the nuances
June 2025, 13 min read
The design and implementation of an insurance-linked securities (ILS) strategy can make a huge difference to both returns and whether you stay invested in the asset class.
Australia’s central bank finally confronts reality
May 2025, 6 min read
MLC Asset Management’s Senior Economist Bob Cunneen discusses how the RBA has finally become realistic on the need for lower interest rates.
MLC Multi-Manager quarterly update – Period ending 31 March 2025
May 2025, 46 min watch
Watch on as Ben McCaw and Grant Mizens, Co-Heads of Choice Diversified Portfolios, offer their insights on asset allocation, macroeconomic trends, and future potential scenarios for the MLC Multi-Manager funds.
Q&A with David Chan - 2025 Equities & Growth Symposium
May 2025, 6 min watch
Portfolio Manager David Chan joined The Inside Network for a quick Q&A during the 2025 Equities & Growth Symposium. Watch the video now as David shares his insights on the opportunities in private markets and more.
What Caesar and Augustus might teach us about the US today
April 2025, 11 min read
This article compares the Roman Republic and its eventual demise (as the Roman Empire) to the new Trump regime. It highlights the relevance to investment markets today, especially post Liberation Day tariffs and questions if risk is being mispriced.
US tariffs the world, and share markets shake
April 2025, 9 min read
Global share markets have weakened significantly over the last two months on the back of announced changes to US trade policy.
The rise and rise of SMAs
April 2025, 9 min read
Separately Managed Accounts have emerged as a significant financial innovation, offering numerous advantages for both advisers and investors.
The investment technology offering greater flexibility and efficiency
March 2025, 8 min read
Anthony Golowenko explains the increasing popularity of separately managed accounts to Livewire Markets.
Tariffs, Trump and the passionate intensity of...
March 2025, 8 min read
MLC Asset Management’s Senior Economist Bob Cunneen discusses how global share prices have been shaken this year by President Trump’s policy agenda in his “second coming” to the White House.
Investment markets roiled by America's upturning of global economic architecture
March 2025, 6 min read
The disorderly rollout of America’s new trade policy has rattled sharemarkets and investors must prepare to navigate greater uncertainty and volatility through Mr Trump’s four-year presidential term.
Introducing Antares Fixed Income to the MLC Multi-Series suite
February 2025, 16 min watch
Mark Kiely, Head of Antares Fixed Income, recently joined Osvaldo Acosta, Head of Fixed Interest Assets at MLC, to talk about the inclusion of Antares Fixed Income to the manager lineup for the MLC Multi-Series suite of funds. Watch their conversation.
MLC Multi-Manager quarterly update – Period ending 31 December 2024
February 2025, 50 min watch
Watch on as Dan Farmer, CIO of MLC Asset Management, and Osvaldo Acosta, Head of Fixed Interest Assets, offer their expert insights on asset allocation, macroeconomic trends, and potential future scenarios. Additionally, hear them discuss the inclusion of Antares Fixed Income in our portfolio of managers.
MLC Managed Account Strategies quarterly update – Period ending 31 December 2024
February 2025, 46 min watch
Watch on as Senior Portfolio Manager, Anthony Golowenko, and Head of Investment Consulting, Brent Bevan, share valuable insights and updates on MLC Managed Account Strategies.
2024 calendar year in review
January 2025, 10 min read
Global share prices made very strong gains in 2024 given investor optimism over Artificial Intelligence. There was also confidence that with inflation falling across the world, central banks would make further cuts to interest rates. MLC Asset Management's Senior Economist Bob Cunneen provides a client-friendly review of what happened in investment markets over calendar year 2024.
MLC Managed Account Strategies quarterly update – Q1 FY25
November 2024, 43 min watch
Watch on as Senior Portfolio Manager, Anthony Golowenko, and Head of Investment Consulting, Brent Bevan, share valuable insights and updates on MLC Managed Account Strategies.
Specialist managers are difference-makers in private equity
November 2024, 8 min read
In the private equity space, specialist managers with deep expertise in specific industries have tended to outperform their generalist counterparts over lengthy time periods.
Nick Pashias on Livewire’s “A view from the top”
November 2024, 14 min watch
Antares Equities is celebrating 30 years and Head of Equities, Nick Pashias, has been there for 25 of them. Nick joined Chris Conway from Livewire Markets to discuss his learnings from different market cycles, and how the passion and curiosity of the Antares Equities team has seen the fund manager endure.
US election outcome update
November 2024, 5 min watch
Following the US election our Co-head of Diversified Portfolios, Grant Mizens, provides a quick summary of initial market reactions, the implications for investors and a snapshot on the positioning of our diversified portfolios.
David Chan on interest rates, AI and private equity trends
November 2024, 6 min watch
Portfolio Manager David Chan sat down with The Inside Network to discuss the evolving private equity landscape, covering interest rates, AI integration, and the role of secondaries in portfolio management.
David Chan on private equity insights and strategies
November 2024, 7 min watch
Hear from Portfolio Manager David Chan as he discusses how interest rates affect portfolio construction, shares risk management strategies to protect capital, and offers advice for those considering private equity investments.
More articles
US elections 2024: A guide for the perplexed
October 2024, 8 min read
The US Election is still a close call. This election campaign has the potential for even more twists and turns over coming weeks. Investors will need to be mindful of the policies and promises of both current Vice President Kamala Harris and the former President Donald Trump.
Australia’s lower inflation is yet to convince the Reserve Bank of Australia
October 2024, 5 min read
Australia’s inflation has declined and is finally within the RBA’s 2% to 3% target band. However, the RBA is concerned that inflation is set to rise again next year. Given the more likely prospect is for a subdued Australian economy with consumers still struggling in 2025, the threat of rising inflation appears overstated.
Small caps and big rewards
August 2024, 9 min read
The Fairview Equity Partners team unpack three powerful arguments for small companies investing.
Australia’s sticky inflation problem
July 2024, 7 min read
Australia’s inflation remains high, but does this justify another rise in interest rates? In this client-friendly article, MLC's Senior Economist Bob Cunneen explains the cause for Australia’s sticky inflation and why he believes another RBA interest rate rise would be a mistake that could risk a recession.
Meet the Manager: Chris Smith, Intermede
June 2024, 14 min watch
Introducing Chris Smith: Portfolio Manager at Intermede, a key manager in MLC Managed Account Strategies’ Premium Model Portfolio.
Co-investments – the jewel in the private equity crown
June 2024, 18 min read
Private equity co-investments represent a more targeted allocation of investors' capital.
Leading the pack at the Financial Standard Investment Leadership Awards
June 2024, 3 min read
Three of our MLC MultiActive investment funds (formerly IOOF MultiMix) were recognised once again at the 2024 Financial Standard Investment Leadership Awards.
Are the best days for traditional portfolios behind us?
May 2024, 5 min watch
Anthony Golowenko explains to Livewire Markets that investing is no place for nostalgia, and that time is up for the traditional Australian portfolio.
A case for copper: power demand surge
May 2024, 8 min read
In this paper, Antares Nick Pashias explores the compelling reasons why copper presents an attractive opportunity for investors seeking exposure to the evolving landscape of power consumption.
Why this stock picker only recently bought NVIDIA (and why he's never owned Tesla)
May 2024, 7 min read
Chris Smith, Portfolio Manager at Intermede Investment Partners talks with Livewire about market concentration.
Private equity investing: is it worth a look?
April 2024, 7 min read
Private equity offers the potential for strong returns over time driven by specialist managers.
The private equity proposition: it still makes sense
April 2024, 19 min read
Private equity’s enduring features include the potential for superior returns from genuinely active management.
Deciphering private equity secondaries
June 2024, 7 min read
With a secondary investment, an investor is effectively purchasing a primary fund investment from another party during the life of that particular investment.
Three steps to successfully implementing managed accounts
May 2023, 4 min read
On the road to successfully implementing managed accounts, advice practices may experience speedbumps, roadblocks and detours.
Four roadblocks to onboarding managed account clients … and ways to get around them
May 2023, 4 min read
Clients are at the centre of everything an advice practice does, which is why a successful managed account implementation relies on bringing them along the journey from the start. Here are four steps top firms follow to make the onboarding process as smooth as possible.
Three ways to stop taking detours when implementing managed accounts
May 2023, 4 min read
Advisers tell us managed accounts deliver benefits to their clients and their business. So here are their top three tips for making the implementation process as easy as possible.
How to find “explosive growth” stocks outside the ASX 20
February 2023, 6 min watch
How do you find explosive growth stocks outside the ASX 20? In this latest Livewire interview Antares Equities head of fundamentals and senior portfolio manager, John Guadagnuolo discusses why the Antares Ex-20 Australian Equities Fund avoids the 20 largest ASX companies and how the team pinpoints the stocks that are set for growth.
The barbarians have gone and the gates to private equity are finally open
October 2022, 6 min read
Rachael Lockyer, portfolio manager in MLC’s private equity team, recently talked to Livewire Markets about the outlook for private equity.
Dividend Builder: Livewire Fund in Focus
September 2022, 10 min watch
Featured on Livewire is the Antares Dividend Builder strategy. In this short video learn more about how the strategy seeks to deliver income and capital growth.
Finding inflation-beating companies is about more than just pricing power
February 2022, 6 min read
Intermede Investment Partners Limited, CEO, Barry Dargan explains to Livewire Markets that pricing power isn’t the only inflation-beating attribute he looks for when investing.
How the right kind of healthcare stock can boost your portfolio
February 2022, 6 min read
Intermede Investment Partners Limited, CEO, Barry Dargan talks to Livewire Markets about healthcare stocks, retail spending and the importance of cashflows.
