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.
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 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.
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.
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 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.
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.
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 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.
2023-24 financial year in review
July 2024, 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.
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.
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.
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.
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.
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.
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.
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.
When investing for income, don't get caught looking backwards
September 2022, 6 min read
Andrew Hamilton, Portfolio Manager of the Antares Dividend Builder strategy, recently talked to Livewire Markets about the health of the two big dividend-paying sectors: financials and commodities.
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.
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.
