Economic and market update
5 min watch
Which key events have been driving markets? Watch this video with Senior Economist Bob Cunneen to find out.
Fixed interest stays the course
May 2022, 4 min read
Osvaldo Acosta, head of fixed interest assets, Insignia Financial, says: "We are investing into sectors that are less sensitive to higher rates and inflation."
Ukraine conflict and portfolio positioning
March 2022
We’ve been rebalancing portfolios over the past year for a changing world, and our Investment Futures Framework has been indispensable to the task.
Ukraine’s “harvest of sorrow” with Russia’s invasion
March 2022, 6 min read
MLC's Senior Economist Bob Cunneen discusses how conflict has brought tragedy once again to Eastern Europe with dramatic economic and political costs.
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.
Special edition message from our CIO
February 2022, 12 min read
Even before the terrible events underway in Ukraine, we had been preparing for changes in the investment environment.
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.
Does rising inflation require higher interest rates?
February 2022, 5 min read
MLC's Senior Economist Bob Cunneen discusses how there appears to be a ‘need for speed’ for central banks to raise interest rates to contain inflation.
CIO market insights
December 2021, 12 min read
Regardless of the evolution of the latest COVID-19 mutation, the inflation and interest rate outlook will continue to occupy a lot of investor attention.
2021 calendar year in review
January 2022, 8 min read
While 2021 was a year where the global economy continued to recover it is still being challenged by COVID-19 risks. MLC's Senior Economist Bob Cunneen provides a review of what happened in investment markets over the year.
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.
CIO update - US inflation impacts
May 2021, 8 min read
Expectations for higher US inflation, whether temporary or not, has implications for bond and share markets, and thus for investors’ portfolios.
MLC Asset Management bolsters Private Equity team
May 2021, 2 min read
Newly appointed Co-Head to drive MLC Private Equity growth agenda.
CIO update – should we be investing in cryptocurrencies?
March 2021, 9 min read
Our evidence-based investment approach means we won’t invest in cryptocurrencies until we have a deep understanding, but we won’t dogmatically say ‘never ever’ either.
Private equity through thick and thin
September 2020, 15 min read
Private equity funds, specifically “buyout” PE funds that raised capital on the heels of the dot com bust and the GFC, outperformed listed share markets.
