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News and insights

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.

Economic and market update 

 4 min watch

Which key events have been driving markets? Watch this video with Senior Economist Bob Cunneen to find out.


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.


CIO market insights 

September 2021,  13 min read

There’s a possibility of a swing towards more interventionist government policies, down the track, with potentially important investment implications.


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.


The asset classes to avoid as markets bubble away 

September 2021,  10 min read

At a time when markets continue to reach new highs, while bond markets continue to cascade lower, Portfolio Manager Anthony Golowenko shares with Livewire Markets why he believes "something's got to give".

High-rise buildings

MLC Asset Management’s Private Equity team continues growth trajectory 

September 2021,  2 min read

New appointments strengthen MLC’s Private Equity offering.

The silhouette of a man holding an umbrella.

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.

Squaring up - the Afterpay merger

August 2021,  15 min read

Antares Equities Dr John Guadagnuolo and Winston Chong argue that the recently announced Afterpay/Square merger could potentially reshape the Australian financial services landscape.

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.

CIO update - is rise in US inflation temporary or sticky?

July 2021,  9 min read

Our 'participate and protect' strategies can be thought of as multi-eventuality strategies as they are prepared for multiple conditions and circumstances.

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.

A plane taking off

2020-21 financial year in review 

July 2021,  22 min read

2020-21 was a remarkable year of economic and market recovery, but COVID-19 risks remain. MLC's Portfolio Specialist John Owen provides a review of what happened in investment markets over the financial year.

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.

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.

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.

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.

2020 calendar year in review 

January 2021,  23 min read

2020 was a year that challenged us all but ended with hope. MLC’s Portfolio Specialist John Owen provides a review of what happened in investment markets over the year.

CIO update - reflation 

December 2020,  7 min watch

There are trends underway suggesting that reflation may be around the corner.

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.