Home Wires

Education

Professional investors distill techniques to improve and simplify investing.

Education

Are bonds cheap or expensive? A 5-point valuation checklist

Seth Meyer, John Lloyd, and John Kerschner discuss five key bond valuation metrics for financial professionals and portfolio managers.
Janus Henderson
Janus Henderson
Expert Insights

Three themes investors cannot afford to miss over the coming decade

Impax's Ian Simm discusses how the last decade has influenced the market today, and the three themes investors cannot ignore.
Livewire Exclusive
Livewire Markets
Listed Series

4 adviser-approved ETFs for 2023 (and top tips to make your portfolio work for you)

In this episode, Shaw and Partners' Candice Bourke and Pitcher Partners' Charlie Viola share how they use ETFs in client portfolios.
CHC
GMG
+11
Buy Hold Sell
Livewire Markets
Education
Sponsored

‘50% chance of recession’ – 6 ETFs for quality and defence

Volatility is back! After a surprisingly positive start to 2023, March has served as a reminder that rapidly rising rates do have consequences. In this case, it was...
+3
Patrick Poke
Patrick Poke
Betashares
Education

What Causes – and How to Prevent – Bank Crises

Duration mismatch regularly causes some banks to fail. Matching the duration of short-term assets and liabilities will eliminatefailures.
Chris Leithner
Leithner & Company Ltd
Education

How to manage risk in your portfolio

Most of us tend to be better at buying and holding stocks than we are at selling. After all, buying is the fun part – it’s when optimism is kicking in. But knowing...
CNU
FMG
+2
Sean Sequeira
Australian Eagle Asset Management
Education

Lessons relearnt from the recent banking shakeout

Watching It’s a Wonderful Life is a Christmas tradition in Stevenson Towers. It has many merits as a film not the least of which is its protagonist George Bailey’s...
Tom Stevenson
Fidelity International
Education

The art of hedging your portfolio

Hedging is far more art than science and it’s rarely as simple as just shorting the market. There are many ways investors can de-risk
+6
Mark Gardner
MPC Markets
Education

Does quality growth investing still deliver?

Global quality growth stocks underperformed during 2022. This was due to a perfect storm of excessive valuation levels, rapidly rising interest rates, and the very...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Education
Sponsored

How to build a portfolio of quality stocks

Magellan Core Series Funds offer investors a broad-based exposure to an actively researched, high quality universe of companies; the Magellan DNA. The portfolio...
Magellan Investment Partners
Magellan
Education

Podcast: What happens when a bank fails

In this podcast, I speak to Bennelong Fund Management's Stuart Fechner about the collapse of the Silicon Valley Bank and its impact on Australia, the flavour of the...
Kristiaan Rehder
Kardinia Capital
Education

The three key elements for ETF holders when markets become skittish

The failure of SVB is a wake-up call for investors. So what should holders of ETFs be focused on when markets become volatile?
Arian Neiron
VanEck
Education

Why the "Big Short" doesn’t work on Australian RMBS

What would it take to break the Australian version of the bonds that caused the GFC...
Timothy Dowling
Aquasia
Education

Reporting season demonstrates resilient earnings from AREITs

There was much anticipation from REIT investors going into this reporting season. It not only reveals how AREITs are coping with the sharp interest rate rises, but it...
CHC
+8
Amy Pham
Pengana Capital Group
Expert Insights

An investment that will pay dividends for decades, if not centuries

Australia is well placed to become an early mover on climate risk mitigation, argues Impax Asset Management's Ian Simm.
Livewire Exclusive
Livewire Markets
Education

Is a re-opened China a danger or an opportunity?

Consumer spending accelerated when China suddenly abandoned its zero-Covid policy, but the country’s longer-term challenges remain. Global investors have some dangers...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Education

The RBA’s mistake was cutting the Cash Rate

By cutting too far, the RBA helped create high inflation. Normalising interest rates is the economically prudent response.
Jonathan Rochford
Narrow Road Capital
Education

What does the future hold for the next generation of investors?

For a couple of reasons, the recent publication of the Credit Suisse Global Investment Returns Yearbook had me thinking about my kids. The first is personal. The...
Tom Stevenson
Fidelity International
Education

Is the tide turning for listed infrastructure returns?

A comparison of listed and direct market valuations
Andrew Maple-Brown
Maple-Brown Abbott
Education

UK water companies – from hero to zero

Water pollution is an ancient problem in the UK, with sewage spills and other sources of contamination frequently making headlines. UK water quality was one of the...
Ted Franks
Pengana Capital Group
Education

Quant investing, what is it, and what are some quant strategies?

Frame Funds Management's Hue Frame explains quantitative investing and how it can work in investment strategies.
Hue Frame
Frame Funds Management
Education

Why being different can be your greatest strength

Clare Coleman has big shoes to fill as Kate Howitt's protégé, but her hard work and perseverance are already paying off.
Ally Selby
Livewire Markets
Education

Embracing equity in financial service

Women in finance take the spotlight on the latest Praemium Podcast hosted by Samantha Hawkins. Hear their inspiring stories now.
Damian Cilmi
Praemium
Education

Grassroots support, building a network, and doing it well - Simeon's hat-trick for future female leaders

In this wire, you'll learn about the three tips she offers for emerging female investors to succeed as she has.
Chris Conway
Livewire Markets
Education

Why today's headwinds have accelerated a multi-generational shift (and 4 stocks to take advantage of it)

The energy transition is rapidly accelerating. Here, Platinum Asset Management outlines why the opportunity is too good to ignore.
Ally Selby
Livewire Markets
551-575 of 1703