Is this you? As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
Claim your profile
Articles by Chris Conway
David Tuckwell is climbing the wall of worry, and he's still a raging bull
Chris Conway ETF Shares Chief Investment Officer, David Tuckwell , isn't backing away from the bull case. Despite war driving commodity prices and inflation higher, and US equity valuations remaining elevated by historical standards, he still believes America is the best place in the world to invest. He is sticking with the Magnificent Seven, remains bullish on the next phase of the AI boom and sees one technology giant as particularly well placed to dominate it.
4 megatrends you need to know about (and how to play them)
Chris Conway There are plenty of reasons for investors to feel uncomfortable right now. Artificial intelligence valuations have surged, geopolitical tensions are rising, governments are spending heavily on defence, energy systems are being rebuilt, and the race for critical minerals is intensifying. Yet step back from the daily noise and these apparently separate trends have something important in common - they require an enormous amount of physical investment.
Landau: “Volatility has created a particularly attractive time to put capital to work”
Chris Conway Global equity markets are sending investors two very different signals. Major indices remain near their highs, yet beneath the surface, some sectors and individual stocks are making extraordinary moves. Construction materials fell almost 20% in the September quarter, airlines dropped 15%, while Brent crude and gold miners surged. For L1 Capital Co-Founder and Co-CIO Mark Landau , that disconnect is creating exactly the kind of market long short investors should relish.
Two investment giants reveal where they see opportunity now
Chris Conway Markets rarely offer investors the luxury of certainty, but right now, the list of variables seems particularly long: inflation remains sticky, interest rates are elevated, geopolitics is reshaping supply chains, and artificial intelligence is driving one of the largest capital expenditure cycles in decades. So where should investors look?
‘When the narrative changes, it changes quick': 5 stocks on Henry Jennings' radar
Chris Conway After more than 30 years in markets, Henry Jennings has seen enough crashes, bubbles, and booms to know the biggest risks rarely look that obvious beforehand. And right now, it isn't any single threat keeping the Marcus Today portfolio manager cautious. It is the combination of rising bond yields, stubborn inflation, higher oil prices, enormous government debt and increasingly aggressive spending on artificial intelligence.
5 stocks on Henry Jennings’ radar
; ; Continue reading More for You ; ; ; Continue reading More for You
Five years from now, these are the companies everyone will wish they owned
Chris Conway Five years ago, owning the right handful of global technology stocks could transform a portfolio. The challenge today is deciding whether the next five years will reward investors for sticking with those winners or looking somewhere else entirely. That was the question put to Antipodes Partners Portfolio Manager Vihari Ross and Ophir Asset Management Co-Founder and Senior Portfolio Manager Andrew Mitchell at Livewire Live. Both believe opportunities remain within AI.
Where two of the market's best contrarians are finding opportunity now
Chris Conway Please note, this interview was recorded Monday 21 September, 2026 Contrarian investing isn't about automatically taking the other side of whatever the market believes. Sometimes the crowd is right. Sometimes the unloved stock deserves to be unloved. The trick is recognising when expectations have gone too far, then being willing to move when the opportunity does.
The ASX stocks most exposed to the next leg higher in rates
Chris Conway Interest rates are once again becoming a problem for Australian equities. Australia's 10-year government bond yield is sitting around 5.37%, its highest level since May 2011, as rising oil prices, inflation concerns and expectations of further monetary tightening put pressure on bond markets. While higher rates affect the market as a whole, some sectors and stocks will feel more pain than others.
Meet the investor trusted by the world's biggest pools of capital
Chris Conway There aren't many investors who can casually reel off the 1987 crash, Drexel, the savings and loan crisis, Long-Term Capital Management, September 11, Enron, WorldCom, the GFC, European debt crisis, energy crisis and COVID as events they personally invested through. Glenn August can.
4 investing rules these top fund managers live by
Chris Conway Is there a rule or principle or piece of advice from a mentor that helps govern how you engage with markets? When I was cutting my teeth as a trader, I had the following stuck to my computer screen: “Trade what you see, not what you think.” It reminded me that while I could dream up myriad possible outcomes for a particular decision or trade, I was usually better served focusing on what was real and observable.
Is 4D Medical the real deal? CEO Andreas Fouras makes his case
Chris Conway Please note, this interview was recorded Friday, 4 September 2026 Any time the share price of a burgeoning growth company explodes higher, questions arise. Does the rally have legs? Has the market lost its mind? Is the company the real deal? Will the future growth justify the share price? Some of those questions are unanswerable. No one knows what the market will do next, and valuation will always divide opinion.
Surprise ASX beats and misses, sleeper stocks and overrated/underrated
Chris Conway Please note, this interview was recorded Monday 31 August 2026 A 23% surge in a fledgling fast-food business, a record-low pre-commitment rate at one of the market's most highly rated property groups, and a $100 million capital raise from a fast-growing mining services company.
6 high-conviction ASX stock picks that should be on your radar
Chris Conway Please note, this interview was recorded Monday 31 August 2026 For all the angst heading into reporting season, Australian companies emerged in considerably better shape than many investors expected, despite higher rates, a weakening consumer and an uncertain outlook. With 91% of companies and 99% of the ASX 200 by market cap having reported when we filmed, market earnings had grown 12.1%, slightly ahead of the 11.9% expected coming into results.
Build more. Make more. Buy more from ourselves
Opinion It should not be easier to do business across an international border than across a provincial one. Eliminating interprovincial trade barriers would strengthen Canada’s economy, improve productivity and create new opportunities for businesses and workers across the country.
What the bond market knows that equity investors may be missing
Chris Conway Fixed income rarely generates the same excitement as a soaring stock or the latest AI winner - but that is precisely the point. Credit investors are not paid to dream about what could go right. They are paid to work out what could go wrong, and right now, the bond market is flashing some signals that equity investors may want to pay attention to.
Morgan Stanley's 5 big investment calls for the rest of 2026
Chris Conway Markets always give investors plenty of reasons to stay on the sidelines. Often the key is knowing when to look through the noise, stay invested, and enjoy the ride. For what it's worth, Morgan Stanley's latest Asset Allocation Insights research note suggests the team is happy to saddle up and hold the reins tight. Yippee Ki-Yay! Geopolitical tensions, oil prices whipping around, tariffs, and uncertainty surrounding US monetary policy have all increased volatility this year.
When information becomes cheap, judgement becomes priceless
Chris Conway Like many professions, AI has transformed what's possible in investment analysis. Citadel founder Ken Griffin recently said AI has reached a "step change" in capability, allowing AI agents to perform in hours or days work that previously required teams of analysts with master's degrees and PhDs working for weeks or months.
What the world's largest alternative asset manager is watching now
Chris Conway All figures are as of March 31, 2026 unless otherwise stated. At the start of every year, investment houses publish their outlooks. By mid-year, many are already rewriting them. Not Blackstone. The world's largest alternative asset manager says the themes it identified six months ago remain largely intact.
Rio Tinto delivered a cracking result. Is there more upside from here?
Chris Conway Few companies provide a clearer window into the global resources sector than Rio Tinto ( ASX: RIO . As one of the world's largest diversified miners, its fortunes are tied to some of the economy's most important commodities, including iron ore, copper and aluminium, making its results a closely watched barometer for both commodity markets and global growth. Rio's first-half result was stronger than expected.
The hot (and not) ASX resources stocks following the latest production reports
Chris Conway From uranium and rare earths to gold and LNG, the latest broker research suggests that returns from here will likely be driven more by operational execution than by commodity prices. With many resources companies recently delivering production updates, broker research has been arriving thick and fast. Here, we collectively review notes from UBS, Macquarie, Morgan Stanley, Bell Potter and Canaccord to understand the key themes and stocks they are focusing on.
7 ASX stocks and the themes top-performing managers are backing
Chris Conway Earlier this month, my colleague Anna Dadic listed the top-performing Australian equity funds for FY26, as per the Livewire "Find Funds" database. That wire can be seen below. Related The top-performing Australian equities funds of FY26 It's one thing to list a bunch of funds; however, it's another to extract insights from those top-performing managers.
The macro calls that could define the next decade of investing
Chris Conway Please note, this interview was recorded Monday 13 July 2026 Anyone trying to make sense of today's investment landscape is confronted by no shortage of competing narratives. Inflation is either stubborn or beaten. Interest rates are either heading higher for longer or on the cusp of being cut. Artificial intelligence is either the biggest investment opportunity in a generation or the next great bubble.
The crowd is fighting over 1%. In this market, it pays to look elsewhere
Chris Conway Note: this interview was recorded Monday 15 June 2026 Private equity is no longer a niche corner of the investment universe. The asset class now manages more than US$5 trillion globally, with pension funds, sovereign wealth funds and family offices continuing to increase allocations in pursuit of returns unavailable in public markets. Yet success has created its own challenges.
Acorn's Rick Squire says the resources rally is changing shape. Here's 3 ASX stocks he likes
Chris Conway You might have heard talk recently, even on Livewire, about a potential commodities supercycle. The general thrust is that AI has turbocharged demand for numerous commodities, following a period of lower capex and resource development. It's a classic case of demand exploding against a limited supply. Even if the thesis proves correct, however, commodity cycles rarely move in straight lines.
Christopher Joye's 4-step recipe for fixing a broken Australia
Chris Conway Anyone paying even a modicum of attention to the fallout of the federal budget's tax changes will be aware of the extreme backlash from the business world. Similar to the franking credit battle of 2019 or the more recent outrage over the attempt to tax unrealised gains in high balance super funds, the response to the CGT and negative gearing reforms was swift and vociferous.
Christopher Joye's 4-step recipe for fixing a broken Australia
; ; Continue reading More for You Continue reading More for You
When it comes to income, home is where the yield is
; ; Continue reading More for You ; ; ; ; Continue reading More for You
The reach for yield is over. The hunt for quality is not
; ; ; Continue reading More for You
How La Trobe Financial builds resilience into its portfolios
; ; Continue reading More for You ; ; ; ; Continue reading More for You
Hyperion: “Sustainable growth has rarely been more identifiable”
; ; ; Continue reading More for You ; ; ; ; Continue reading More for You
6 ASX stocks fund managers are buying in the healthcare reset
Chris Conway IN THEFIRST PART OF THIS SERIES, WE EXPLORED WHAT WENT WRONG WITH AUSSIE HEALTHCARE. THE ANSWER WAS NOT SIMPLE. MACRO PRESSURES, MARGIN COMPRESSION, FUNDING CONSTRAINTS AND STOCK-SPECIFIC MISSTEPS ALL COLLIDED AT ONCE, FORCING A SECTOR LONG PRICED FOR PERFECTION INTO A SHARP RESET. The more interesting question now is not what broke, but what is still working beneath the surface and where investors should be leaning as the dust settles.
The louder the narrative, the stronger the case for systematic investing
Chris Conway Please note, this interview was recorded Wednesday, 15 April 2026 The Shawshank Redemptionis one of my favourite movies of all time, and one of its most poignant moments arrives following Brooks Hatlen's release after 50 years in prison. He reflects on a world that has moved on without him. "“The world went and got itself in a big damn hurry.”" I don't know about you, but right now, across markets and beyond, that observation feels uncomfortably accurate.
7 ASX growth stocks ticking all the boxes right now
; ; ; Continue reading More for You ; ; ; Continue reading More for You
Making fixed income work in modern portfolios
Chris Conway Please note, this interview was recorded Thursday, 9 April, 2026 In this topsy-turvy world, markets are sending mixed signals. Growth has proven more resilient than expected, inflation remains sticky, and geopolitical risks continue to inject volatility. Yet perhaps the most important message is coming from fixed income, where traditional defensive assets have struggled to do their job.
Morning wrap: ASX 200 to fall, following Friday night selloff on Wall Street
Chris Conway ASX 200 futures are down 65 pts (-0.8%) as of 8:30 am AEDT. In a nutshell: Aussie market to open weaker following soft Friday night in US Situation remains fluid, markets will also need to process weekend headlines Iranian-backed Houthi have entered the war in the Middle East, threatening to drive up oil prices Victorians and Tasmanians will receive free temporary public transport in a sign of the times Let's dive in.
The market is obsessed with the wrong things
Chris Conway Many moons ago, a mentor of mine shared with me what really moves markets. Like a child being told that vegetables are good for them, it went in one ear and out the other. It's not that I disagreed, but I was too busy reading the day's headlines or building DCF models to truly understand. At the time, the headlines felt like the market. Spend five minutes right now scanning financial news and you'll come away with a similar impression: markets are being driven by war and energy prices.
7 ETFs Aussie investors are leaning into right now
Chris Conway Please note, this interview was recorded Tuesday 10 March, 2026 For those who have been playing the game of markets for decades, think back to the world before ETFs. The ways to express a view on change were far more limited - and frustrating. If war broke out, you were largely confined to ASX-listed companies, often exposed to second-order effects.
3 knockout growth stocks from Munro's Qiao Ma
Chris Conway Please note that this interview was recorded on Wednesday, 4 March 2026. Munro Global Growth Small & Mid Cap Fund performance referenced in this video is shown net of fees for calendar year to date to 3 March 2026. Global growth investors have had a turbulent couple of years. The rise of large language models (LLMs), shifting capital cycles, and changing technology dynamics have upended some of the sectors that once defined the growth playbook.
Returns today, risk tomorrow. The next shakeout will show who got lending right
Chris Conway Please note, this interview was recorded Tuesday, 24 February 2026 Nothing is ever as good or as bad as it seems. That is usually true in life, in markets, and increasingly in private credit. The asset class has exploded in popularity over the past decade, attracting capital seeking reliable income. But the speed of that growth has also raised questions about what might happen when the cycle eventually turns. Some have already sounded the alarm.
BHP just hit an all-time high, but copper could take it higher
Chris Conway BHP Group's ( ASX: BHP ) result may have delivered a modest earnings beat, but for Michael Slack , Portfolio Manager at ClearBridge Investments, the real signal was elsewhere. The 18% dividend surprise and a strengthened balance sheet speak to something more important: confidence in long-dated growth and an accelerating tilt toward copper.
Experts Espresso Corner
Clear, Comfortable Vision at Every Age One of my favorite parts of practicing in West Hartford is seeing neighbors from every life stage walk into Central Eye Care. A curious toddler, a fourth grader squinting at the board, a college student living on screens, a parent juggling work and bedtime stories, a grandparent wanting to maintain independence – each has different vision needs. Early on, we’re watching how the eyes work and how clearly the brain is learning to see.
One of the top performing Aussie equity funds of '25 returned 90% - what was it?
Chris Conway Plenty of ink has already been spilled describing what a wild and unique investing year 2025 was, so I'll save you the trouble of backing over it again. Worth noting about the list below is that the top-performing funds in our database – like the market more broadly - are highly concentrated. Small and micro-cap funds dominated, occupying eight of the top 10 spots.
Twisted market relationships in 2025: dead or due for revival?
Chris Conway 2025 was a year when several “tried-and-true” economic and financial relationships went topsy-turvy. Markets threw some curveballs that left investors scratching their heads. In Australia, with its commodity-centric economy, these twists were especially noteworthy. Below, I examine five key relationships that broke down in 2025 and consider whether these anomalies are temporary distortions or signals of deeper, longer-lasting change.
US markets can keep rallying, but the margin for error is shrinking
Chris Conway As investors look toward 2026, two of Wall Street's most influential strategy teams agree on the destination but differ on the path. Citi sees the US equity market extending its bull run, albeit with greater volatility and less margin for error. UBS, by contrast, argues that the market is undergoing a more selective phase of the cycle, in which speculative growth is slipping down the rankings and capital is rotating toward earnings-backed, policy-supported areas.
4 new ASX names enter Morgan Stanley's Leading Ideas Portfolio
Chris Conway In a market that is becoming increasingly selective, Morgan Stanley Wealth Management has updated its Australia Leading Ideas Equity Model Portfolio via a recent research note, adding new positions, removing others, and rebalancing. The changes offer a window into the stocks the team believes can drive performance into 2026, particularly at a time when earnings certainty has become more valuable than ever. This is not a top-down thematic rotation.
4 new ASX names enter Morgan Stanley’s Leading Ideas Portfolio
In a market that is becoming increasingly selective, Morgan Stanley Wealth Management has updated its Australia Leading Ideas Equity Model Portfolio via a recent research note, adding new positions, removing others, and rebalancing. The changes offer a window into the stocks the team believes can drive performance into 2026, particularly at a time when earnings certainty has become more valuable than ever. This is not a top-down thematic rotation.
9 ASX stock ideas for the next phase of the market - where precision will rule
Please note, this interview was recorded Wednesday, 19 November 2025 After a difficult stretch for small and mid-caps (SMIDs), investors could be forgiven for questioning whether that particular part of the equity market still deserves its long-held reputation as the sweet spot of the market. But for David Lloyd from Ausbil Investment Management, the attraction has never really faded. Dynamism is built into this universe.
For those who love income, the best value is close to home
Fixed income is back, but it is not the same game investors played a decade ago. That is the message from Daintree Capital co-founders Justin Tyler and Mark Mitchell, who say the next phase for bond markets will be shaped by a mix of weakening global growth, persistent inflation pressures, and a reduced role for duration as a portfolio hedge. The pair argue that while the United States remains the centre of the fixed income story, the dynamics have become far more complex.
Watling: inflation dead, cuts coming, liquidity plentiful, equities to surge
Please note, this interview was recorded Thursday, 20 November 2025 I am sure you have heard the saying in journalism that if it bleeds, it leads. If you have not, it simply means that sensational, violent, or negative news gets top billing because fear sells.
Show More
loading
Actions
Is this you?
As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.Get in touch with Chris
Contact Chris, search articles and posts on X, monitor coverage, and track replies from one place.
Learn more about Muck Rack