Recent articles
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 Multi-Manager quarterly update – Q1 FY25
November 2024, 45 min watch
Watch on as MLC Asset Management's CIO, Dan Farmer, and Fund Strategist, Kerry Gill, share their thoughts and expert views on asset allocation, insights on the macro themes and possible scenarios that lay ahead.
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.
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.
A note from Dan
Donald Trump 2.0: economic and financial market implications
November 2024, 9 min read
Mr Trump's agenda will likely result in higher US economic growth, and be positive for company earnings, but could also entail larger budget deficits and be inflationary.
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 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.
Something’s gotta give, redux
October 2024, 9 min read
The Australian company reporting season gave investors plenty to mull over, including valuation expansion despite falling consensus earnings expectations.
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.
Mid-cap investing: where active management makes powerful sense
September 2024, 10 min read
The Antares Equities team details the case for active management in mid-cap investing, including the proposition that it's a space which provides greater scope for adding value through stock selection.
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.
7 stocks for multi-year double-digit earnings growth
June 2024, 7 min read
Chris Smith, Portfolio Manager at Intermede Investment Partners, shares some of his views on three non-tech sectors where double-digit earnings growth exists.
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.
Go around the world with these 7 high conviction stock tips
June 2024, 7 min read
Chris Smith from Intermede discusses high conviction stocks from around the globe with Livewire.
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.
2023-24 financial year in review
10 min read
It's been a surprisingly great financial year for global shares despite significant inflation, interest rates and political risks. In this article, MLC's Senior Economist Bob Cunneen provides a client-friendly review of what happened in investment markets over the recent financial year.
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.
The new norms for asset allocation
May 2024, 5 min watch
Anthony Golowenko was interviewed by Livewire Markets about the need for full spectrum thinking around asset classes.
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.
How to embrace uncertainty in your portfolio
April 2024, 3 min watch
Anthony Golowenko recently took part in The Pitch with Livewire Markets, where he discusses embracing uncertainty to create diverse portfolios.
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.
In a fast-changing world, mid-sized companies are a go-to for PE investing
April 2024, 6 min read
There are multiple reasons why we think mid-size companies are attractive, from our perspective as private equity investors.
2023 Calendar year in review
January 2024, 10 min read
After the astonishing highs set in 2022, global inflation pressures are finally cooling. The painful squeeze of inflation and rapid rises in interest rates has been very intense for borrowers. Global share markets delivered very strong returns in 2023, reflecting optimism over the promise of ‘Artificial Intelligence’ (AI), lower inflation outcomes and the encouraging resilience of the US economy. MLC Asset Management's Senior Economist Bob Cunneen provides a client-friendly review of what happened in investment markets over calendar year 2023.
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.
Fund manager Q&A
July 2021, 4 min read
Barry Dargan, CEO and founder of our global equities partner, Intermede Investment Partners, talks to Livewire Markets about selecting stocks in challenging markets.
With a positive view on Australia, here's how this fund manager is positioned
10 min watch
In this interview Antares Equities, John Guadagnuolo, covers his pick of Australian companies he believes the market is currently undervaluing. He also delves into the macro-outlook and zooms into the company level to discuss his team’s view on markets now and in the years ahead including the Australian companies that are most likely to benefit from the end of China’s COVID-Zero measures.
Our climate change sweet spot
September 2021, 5 min read
Antares Equities Head of Equities and Portfolio Manager Dr Nick Pashias argues that Australian-made “green steel” could become a global industry leader.
How to find “explosive growth” stocks outside the ASX 20
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 ASX company result looming largest on Antares’ radar
5 min watch
John Guadagnuolo, head of fundamentals and senior portfolio manager, Antares Equities explains to Livewire how he and the team running the Antares ex-20 Australian Equities Fund see pricing power as one of the key themes for this earnings season. John also describes the team’s strategy for rotating stocks in and out of the portfolio.
Dividend Builder: Livewire Fund in Focus
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.
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.
How to use the 5-10-15 rule to successfully filter companies
February 2022, 6 min read
Intermede Investment Partners Limited, CEO, Barry Dargan talks to Livewire Markets about the 5-10-15 rule when investing and the ‘network affects’ that set big tech companies apart.
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.
