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.
MLC Managed Account Strategies quarterly update – Period ending 30 June 2025
July 2025, 50 min watch
As we mark five years since the inception of MLC Managed Account Strategies, watch on as Senior Portfolio Manager Anthony Golowenko and Head of Investment Consulting Brent Bevan share valuable insights and timely updates.
What did we learn on our recent US & EU trip?
July 2025, 8 min read
The Antares Equities Team recently travelled across five US states and two European countries, meeting with over 45 companies and market participants across a range of industries. From these conversations, several key themes emerged that offer valuable perspective on the current state of global markets.
China consumer field trip summary: implications for Australian stocks
July 2025, 10 min read
The consumer sector was the focus of a recent visit to China — from wine and infant milk formula to international education and electric vehicles. We explore what this means for Australian portfolios.
2025 financial year in review
10 min read
MLC Asset Management's Senior Economist Bob Cunneen provides a review of investment markets over the 2025 financial year.
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.
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.
MLC Managed Account Strategies quarterly update – Period ending 31 March 2025
May 2025, 40 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.
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.
Sourcing uncorrelated returns from insurance linked securities
April 2025, 10 min read
Insurance linked securities can provide the trifecta of attractive liquidity, uncorrelated return drivers, and potentially attractive returns.
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.
Investor demand for customisation is pushing an evolution in investment structures
March 2025, 8 min read
Anthony Golowenko discusses the changes in managed accounts and how investors are customising for their needs with 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.
Now is not the time for big risk-on or risk-off portfolio decisions
March 2025, 2 min watch
Anthony Golowenko discusses how he is positioning MLC Managed Account Strategies with Livewire Markets.
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.
More articles
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.
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.
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.
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.
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.
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.
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.
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.
