The lowdown on private equity
November 2021, 
12 min read
This article aims to demystify private equity, an asset class of growing interest to investors seeking meaningful returns along with different characteristics to shares and bonds.
Chart of the week
2 min read
Check out our economist Bob Cunneen’s unique and speedy take on what’s happening in markets.
Time for central banks to wind back emergency policies
October 2021, 7 min read
Rather than fearing the possible wind-back of emergency policies, we think investors should welcome them. It means conditions are improving.
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.
Where income-hungry investors can access quality cash flows
September 2021, 10 min read
Portfolio Manager Anthony Golowenko speaks to Livewire Markets about why investments keeping pace with the inflationary environment can represent attractive yield for investors seeking income and dividends in a diversified portfolio.
3 risks and 3 opportunities that MLC has identified within the market
September 2021, 10 min read
Nosebleed market valuations are starting to price in a choppier recovery than was initially expected – courtesy of COVID’s Delta wave – but stock prices remain a key risk, says Portfolio Manager Anthony Golowenko. In this video, he details three key areas many investors have overlooked.
MLC Asset Management’s Private Equity team continues growth trajectory
September 2021, 2 min read
New appointments strengthen MLC’s Private Equity offering.
The best time to prepare for bumps in portfolio returns is right now
September 2021, 5 min read
Speaking to Professional Planner Portfolio Manager Anthony Golowenko and MLC Advice Financial Adviser Trevor McGowan share their insights into navigating clients and their investments through market volatility.
Something's gotta give
August 2021, 13 min read
Valuations across asset classes are stretched, by historic comparisons, making them delicately poised. We think ‘participate and protect’ strategies are the way to respond.
Why we are short / underweight iron ore
August 2021, 4 min read
Dr Nick Pashias is Co-Head of Equities and Portfolio Manager at Antares Equities. Nick has research responsibility for the Resources Sector and in this article discusses why Antares managed portfolios are underweight iron ore.
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.
A protective playbook for a crisis unlike any other
July 2021, 10 min read
CIO Jonathan Armitage talks to Livewire Markets about market volatility, inflation and what could happen when the Federal Reserve starts to taper its bond purchases.
10 companies that meet our ‘5-10-15’ criteria
July 2021, 6 min read
Identifying winners in global equities. Find out 10 stocks that made the portfolio of our global equities partner, Intermede Investment Partners.
Growth and Value investing not always at loggerheads
June 2021, 8 min read
Growth and Value investing are not permanently at loggerheads. Periods of simultaneously positive performance for Growth and Value stocks are not that rare.
MLC Asset Management bolsters Private Equity team
May 2021, 2 min read
Newly appointed Co-Head to drive MLC Private Equity growth agenda.
MLC IncomeBuilder – the improving outlook for dividends
April 2021, 8 min read
While the economic recovery means the outlook for corporate earnings has improved, many Australian companies continue to act with caution for their dividend payments.
Infographic – the economy and markets in 2020-21
February 2021, 4 min read
Key stats and facts focusing on the effects of COVID.
CIO update - the US election
January 2021, 11 min read
President Biden is likely to usher in higher economic growth, which could stir inflation, but potentially benefit value stocks.
CIO update - reflation
December 2020, 7 min watch
There are trends underway suggesting that reflation may be around the corner.
