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Professional investors distill techniques to improve and simplify investing.

Education

Offering solutions in a complex and evolving energy market: stock in focus – SSE

Infrastructure will play a pivotal role in global efforts to decarbonise energy while improving security at an affordable price.
Andrew Maple-Brown
Maple-Brown Abbott
Education

Media Worth Consuming – January 2023

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

Why I'm sticking with tech

Tech companies have inherent characteristics that allow them to outperform over the long-term and many are now priced quite attractively.
MGR
REA
Will Simpson
Blue Oceans Capital
Education

After a timeout, back to the meat grinder!

The first part of Jeremy Grantham's "bubble burst" dogma is complete, but valuations are still lofty. So will 2023 be any easier than 2022?
Jeremy Grantham
GMO
Education

A 2023 macroeconomic outlook

While the outlook for 2023 remains uncertain, some green shoots have recently emerged.
Sarah Shaw
4D Infrastructure
Education

The big inflation misconception deterring you from this asset

In an inflationary environment, you want to be aware of all your investment options. Is this myth standing in your way?
Sara Allen
Livewire Markets
Success and More Interesting Stuff

How Dawn Kanelleas perfected the science of small-cap investing

The former academic made the switch to asset management 28 years ago. Now, she manages billions on behalf of investors.
Matthew Kidman
Centennial Asset Management
Education

A list of lists regarding the macro investment outlook for 2023

After very strong returns in 2021 thanks to reopening from COVID restrictions and stimulatory fiscal and monetary policies, 2022 was a rough year reflecting high...
Shane Oliver
AMP
Outlook Series

Livewire readers' top advice: Be patient, don’t panic, and diversify

In the recent Outlook Series survey, we asked for your best piece of advice to fellow readers. This wire highlights some of that advice.
Chris Conway
Livewire Markets
Education

Weighty decisions – an overview of portfolio construction

How Allan Gray uses probability theory to optimise the risk and return of their investments.
AWC
+1
Justin Koonin
Allan Gray
Education

It seems the January Effect is in full swing

We know that markets and the economy march to a different beat, but this has still been a surprisingly strong start to the year. The first five trading days of 2023...
Tom Stevenson
Fidelity International
Education

2022 A-REITs in a nutshell

2022 was characterised by sharp movements in bond yields and cash rates rising steeply in response to higher inflation. The impact on A-REITs was felt primarily...
CHC
HMC
Amy Pham
Pengana Capital Group
Education

Lessons from the Australian mining boom for technology investors

In this wire I explain why I beleive we are currently in a pretty exciting period for technology investors.
FMG
Kofi Mensa
Education

The Tortoise and the Hare

Wealth is ephemeral if risk management is ignored. Focussing on risk management is about treating investing as a marathon, not a sprint
Jason Teh
Vertium Asset Management
Education

The year that crypto died

2022 saw some wild stories in the mass unwinding of crypto asset valuations, but what lessons can we take to other asset classes?
William Heine
Livewire Markets
Education

Studies show positive correlation between portfolio concentration and performance

In a sea of mediocre investment opportunities, those managers that concentrate portfolios in exceptional companies outperform.
Will Simpson
Blue Oceans Capital
Education

The demand for green hydrogen

In March 2021, we explored the use of green hydrogen in our article, Green hydrogen – a European case study, amidst the growing excitement around hydrogen as a...
Sarah Shaw
4D Infrastructure
Education

8 pearls of wisdom for investors

There’s a lot of investment guidance out there. Too much can be overwhelming. So, how can you cut through the noise and find what you need? To help you out, we’ve put...
Fidelity International
Fidelity International
Education

Investor Beware: How Depreciation can be Manipulated to Inflate Earnings

Investors must be aware that the numbers they're using in analysis could well be inflated by simple accounting manipulation. See how to spot it.
Will Simpson
Blue Oceans Capital
Outlook Series

Renewable energy trumps all. So what’s stopping us from having the cheapest energy in the world?

Renewable energy doesn't have to be expensive. This is how we get there.
Sam Reynolds
Octopus Investments
Success and More Interesting Stuff

Maggie Beer’s recipe for turning passion (and paté) into profit

Celebrity cook Maggie Beer has lived a life and career littered with setbacks. But it was this early education that helped her turn life's problems into profits.
Matthew Kidman
Centennial Asset Management
Success and More Interesting Stuff

Leo Barry was a star of "the big dance", now he's making his mark in small caps

Any Australian sports fan knows this quote - “Leo Barry, you star!” Now, meet the man and his post-football career in this edition of SAMIS.
Matthew Kidman
Centennial Asset Management
Education

The FTX red flags the world's most respected investors ignored

Just over a month ago, FTX crypto exchange founder, Sam Bankman-Fried’s (SBF) net-worth was $16 billion. Today, the 30-year old is shackled in a Bahamian prison that...
Dr David Allen
Plato Investment Management
Education

We know the potential; so why aren't we all value investors?

By general consent, 2022 has been a pretty rubbish year for investors. One of the most-widely-watched stock market indices, the S&P 500, lost a quarter of its value...
Tom Stevenson
Fidelity International
Education

Media Worth Consuming – December 2022

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