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.
Investment market falls: explanation and portfolio positioning
June 2022, 6 min read
Recent sharp falls across share markets are an outpouring of a build-up of worry that began towards the back end of 2021.
CIO Market Insights: Reimagining asset allocation in a high inflation world
May 2022, 12 min read
What worked in the low inflation era won’t work in the high inflation era.
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 conflict and investment market impact
3 min watch
MLC's Chief Investment Officer Jonathan Armitage discusses the background to Russia's invasion, market reaction, and portfolio positioning.
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.
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.
CIO market insights
February 2022, 12 min read
We’ve steered our clients’ portfolios through many changing investment cycles, including high as well as low inflation periods, and high and low interest rate periods.
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.
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.
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.
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".
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.
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.
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.
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.
We're now part of IOOF
May 2021, 4 min read
While it's a big change for us, for our clients it's business as usual.
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 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.
