Livewire Markets

The countdown is on! Join us at Livewire Live 2024, our annual investor event. What makes it special? 🎓 Top-tier speakers sharing exclusive insights 💡 Fresh formats and electric energy 🏛 Hosted at the stunning Art Gallery of NSW Connect with fellow investors and learn from their experiences and rub shoulders with some of Australia’s leading investors.   Livewire Live 2023 was rated 9.3/10. We're aiming even higher in 2024. Don’t miss out on this unique thought leadership event. See you there!

Nowadays, it’s quite easy to get swept up in the negativity around our economic plight. Living costs are a very real concern, as are increasingly unaffordable house prices. But, as Australians, we’re also quite fortunate. Our economy has enjoyed an unprecedented run of growth, we’re highly educated, we’re resource-rich, and we have opportunities – one of which lies in energy creation. As Darren Brown, Co-Managing Director, Renewables at Octopus Investments Australia Investments tells it, there is “a really unique opportunity for Australia to become a superpower in renewable energy”. In the latest installment of the Rules of Investing podcast, Brown discusses the transformative changes taking place in the energy sector, the strategic initiatives underway, and the opportunities for investors in the renewable energy market in Australia. Brown's unique perspective, gained from his experience in both fossil fuels and renewables, provides valuable insights into the industry's evolution and the potential for long-term growth in the renewable energy space. Full interview available here: https://lnkd.in/gCCiZtx6

Success in investing is not just about picking winners, it’s also about avoiding or even profiting from sectors and stocks that look troubled. Fresh on the back of the latest reporting season, this panel will delve into the good, the bad, and the ugly of equity markets today. Get an edge as these four fund managers pitch their best ideas and reveal the potholes they see in the road ahead. Speakers 🎤 Dr. David Allen, Plato Investment Management  🎤 Ben Griffiths, Eley Griffiths Group  🎤 James Hawkins, L1 Capital  🎤 Dushko Bajic, First Sentier Investors Click on the link below for more information about Livewire’s flagship event. https://lnkd.in/gBP4NMKN

Hi everyone - I am looking for a new role and would appreciate your support. Thank you in advance for any connections, advice, or opportunities you can offer. #OpenToWork

Investing success often comes from stepping away from the crowd. However, herd mentality is powerful, and even the savviest investors aren't immune. The "5 Shocking Predictions" session at Livewire Live 2024 aims to disrupt consensus thinking and spark new perspectives. With five dynamic presentations, this session promises to stir debate and inspire fresh, contrarian ideas. Will you be there to catch the big predictions this year? Speakers 🎤 Kellie Wood, Head of Fixed Income, Schroders 🎤 Vihari Ross, Portfolio Manager, Antipodes 🎤 Bob Desmond, Portfolio Manager, Claremont Global  🎤 Matthew Kidman, Principal & Portfolio Manager, Centennial Asset Management 🎤 Josh Clark, CFA Clark, Portfolio Manager, QVG Capital Click the link below for more information and to secure one of the few remaining tickets. https://lnkd.in/gBP4NMKN

Will AI really be more impactful than the internet? Tech investors and companies alike believe that artificial intelligence will be more impactful on the global economy and productivity than the invention of the internet. It’s seen AI-exposed companies soar to eye-watering heights and made many investors very rich in the process. But have investors gotten ahead of themselves on AI? Or can this momentum continue? The answers to these questions and more will be revealed at Livewire Live 2024, with the help of the following experts: Speakers 🎤 Nick Griffin, Founding Partner & Chief Investment Officer, Munro Partners  🎤 Jun Bei Liu, Lead Portfolio Manager, Tribeca Investment Partners 🎤 Jacob Mitchell, Chief Investment Officer & Lead Portfolio Manager, Antipodes Partners Livewire Live is shaping up to be an incredible event and we’ll be making more session and speaker announcements over the coming weeks. Click on the link below for more information and to secure one of the few remaining tickets. https://lnkd.in/g5x3h6Rq

We’re delighted to announce Scott Kleinman, Co-President of Apollo Global Management, Inc., as an international guest speaker at our flagship event, Livewire Live. Apollo is a global alternative asset manager, managing USD $696BN. Scott shares responsibility for Apollo’s revenue-generating and investing business and is a member of the firm’s senior leadership team. Joining via a live video from New York, this is a unique opportunity to hear directly from one of the world’s most influential and respected investors. Livewire Live 2024 will take place on the 17th of September at the Art Gallery of NSW. Click on the link for more information on sessions, speakers and to secure one of the few remaining tickets. https://lnkd.in/g5x3h6Rq

This week, we are kicking off our series of C-suite interviews as part of our coverage of the #ASX full-year reporting season. In this first interview, Hans Lee sits down with Suncorp Group CEO Steve Johnston. Here are three takeaways from that interview: 1. We are at the tail end of a multi-year slew of headwinds: Inflation, the reset of reinsurance costs, and the increase in natural hazards. But with that mellowing out comes a clear runway for insurers 2. Suncorp has had a very strong investment income business over the last few years (some healthy bets on inflation-linked bonds in particular). But with yields likely to come down and inflation continuing to moderate, Johnston tells me that the focus now moves to its underwriting business, claims management, and crucially, risk selection. If all three are handled well, it will offset any downturn in markets. 3. Investors can expect a trifecta of shareholder returns from Suncorp management - and if all goes well, that total return could amount to most (if not all) of the $4.1 billion earned from the sale of its bank. To catch the full conversation, click here: https://lnkd.in/gAPw6hJp

Seismic shifts are reshaping markets - are you ready to capitalise? The countdown is on! With four weeks until our flagship event, Livewire Live, we’re excited to release details of the first panel. This session will explore five seismic shifts currently affecting markets and reveal some of the investment opportunities they are creating. Speakers 🎤 Andrew Lockhart, Managing Partner, Metrics Credit Partners  🎤 Matthew Haupt, Lead Portfolio Manager, Wilson Asset Management  🎤 Srdjan Dangubic, Partner, Five V Capital  🎤 James Abela, Portfolio Manager, Fidelity International Livewire Live is shaping up to be an incredible event. We’ll make more session and speaker announcements over the coming weeks. Click on the link below for more information and to secure one of the few remaining tickets. https://lnkd.in/gBP4NMKN

The brand new episode of Signal or Noise is out! Here are moderator Hans Lee's five key takeaways from today's episode - previewing the August #ASX reporting season. 1. Aggregate earnings expectations are forecast to fall 3-4% this August, but the market is just 5% off its all-time highs. A lot has to go right for a stock market that has no room for error. 2. Yet, as David Cassidy, Head of Investment Strategy at Wilsons Advisory pointed out in his chart, the aggregate picture looks grim but individual stocks like IAG and Origin Energy have been able to produce solid earnings even in a tough economic environment. 3. This market is not a one sector that decides all. CBA, which reports next week, has arguably the highest bar of any major company to report this month (given how expensive it is). Meanwhile, the ASX materials index is down 17% year-to-date, implying there could be some upside surprises in that sector... if their earnings deliver. And as Shane Oliver from AMP pointed out, the guidance from consumer stocks - particularly retailers - will give huge clues as to the resilience of the Australian consumer. 4. It may also pay to look at beaten-up stocks. Aaron Binsted from Lazard Asset Management talked about two of those in this episode. 5. Finally - it took until the 20th minute of the show to mention the word "interest rates" - this really will be a reporting season where individual stories matter. To watch the full episode, click this link. Episodes are also available in podcast form if you prefer. https://lnkd.in/e3wBgnFh