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Education

Professional investors distill techniques to improve and simplify investing.

Education

Howard Marks' secret to investing success

The co-founder of Oaktree Capital talks opportunity cost, the importance of risk to investing, and their similarities to a game of chess.
CSL
Hans Lee
Livewire Markets
Education

2fold: Take Stock with William Low

This episode of Future Generation's podcast series, 2fold: Take Stock, features William Low, Portfolio Manager, Yarra Global Share Fund, and Head of Global Equities at...
Future Generation
Future Generation
Education

Investing in companies with a competitive edge. Part 5: Rivalry among existing companies

In the final installment of Harding Loevners Porter's Five Forces series, Director of Research Yoko Sakai looks at the rivalry and competition between existing...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Education

Investing in companies with a competitive edge. Part 4: The threat of new entrants

In this episode of Harding Loevner's five-part Porter Forces video series, Co-Deputy Director of Research David Glickman discusses the threat of new entrants with a...
Tim Richardson
Tim Richardson
Pengana Capital Group.
The Pitch

What will happen if rates stay at these levels?

In this episode of The Pitch, Wilsons Advisory's David Cassidy outlines his expectations for inflation and rates for the months to come.
Ally Selby
Livewire Markets
Education

The greatest stock market trades of all time

Stock market history is littered with great trades. In this wire, we explore the greatest trades from Steve Johnson & Henry Jennings
Chris Conway
Livewire Markets
Success and More Interesting Stuff

Alex Vynokur bet his house on ETFs now he is challenging the global giants of index investing

The story behind the rapid growth of Australian ETF issuer Betashares.
Matthew Kidman
Centennial Asset Management
Education

Opportunities at the smaller end of the Australian gold mining sector

We believe there is share price upside potential for select companies in the Australian small cap gold sector.
Phillip Hudak
Maple-Brown Abbott
Education

Investing in companies with a competitive edge. Part 3: The Threat of Substitutes

The threat of substitutes, or substitution risk, is when a customer either does something themselves, goes with a used rather than a new version of a product, or uses...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Education

The Bitcoin Halving – what does it mean for you?

The Bitcoin Halving, occurring approximately every four years, reduces miners' rewards and limits the issuance of new Bitcoins, affecting its supply dynamics. This...
Caroline Bowler
BTC Markets
Education

Investing in companies with a competitive edge. Part 2: The bargaining power of suppliers

In the next installment of the Porters Five Forces series, Tim Kubarich, the co-deputy director of research at Harding Loevner, covers the Bargaining Power of...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Education

A golden opportunity to invest in gold

We have a high conviction view on gold and precious metals - a space where we see a compelling investment asymmetry to capitalise on.
+1
Michael Goldberg
Collins St Asset Management
Education

The “iPhone moment” for obesity treatment

In early March, Novo Nordisk held its Capital Markets Day which we attended virtually. Quite unusually, the day kicked off with the CEO interviewing a former obesity...
Ted Franks
Pengana Capital Group
Education

The 3 biggest challenges facing retirees (and how to manage them)

It's not all sunshine and relaxation in retirement. Here are three investment challenges and how you can build your portfolio to beat them.
Sara Allen
Livewire Markets
Education

Investing in companies with a competitive edge. Part 1: The bargaining power of buyers

When buyers hold more concentration, they have the upper hand in negotiating prices and quality. This is particularly relevant in pharmaceuticals, where the US faces...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Education

“Net zero” isn’t a Megatrend: It’s a Mega-trap

The “transition to net zero” isn’t happening and “green energy” has long generated red ink. When will the herd finally acknowledge reality?
Chris Leithner
Leithner & Company Ltd
Meet The Investor

Meet Russ (and his 9 lessons for building wealth)

Russ is learning to find his financial feet again and is finding the joy in investing.
+7
Ally Selby
Livewire Markets
Education

From trees to treasure: the green gold behind your coffee cup

The latest Firetrail Equity Edge Podcast has just landed.
Catie Ryan
Firetrail Investments
Education

Embracing Private Credit: What investors need to know

As the Australian private credit market continues to develop, it presents a compelling opportunity for a broad variety of investors.
Anna Kirkby
Fidante
Education

Media worth consuming – March 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

The RBA Board needs renewal and greater independence

The removal of the government's override powers, along with greater economic and financial markets expertise, are badly needed
Jonathan Rochford
Narrow Road Capital
Education

Facts and fiction about gold

Gold confuses many because its main driver is not geopolitical risk, a big CPI print or downbeat investor sentiment
DEG
+2
Rudi Filapek-Vandyck
FNArena
Education

8 key areas where AI is likely to affect the way we invest

The advent of Artificial Intelligence (AI) is affecting ever-expanding fields of human activity. And the way we invest is no exception. It’s never been more timely for...
Dr David Walsh
RQI Investors
Listed Series

How few ETFs do you need to build the perfect portfolio?

Do we really need more ETFs, stocks and other investments to generate attractive returns? Or could you do the same with one or two?
+4
Ally Selby
Livewire Markets
Buy Hold Sell

10 adviser-approved ETFs for 2024

Adam Dawes from Shaw and Partners and Andrew Wielandt from DP Advisory share their top ETFs for growth, income, and value.
+8
Buy Hold Sell
Livewire Markets
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