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Professional investors distill techniques to improve and simplify investing.

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Dealing with net zero's mining dilemma

The often-held notion that companies are either ‘sustainable’ or ‘not sustainable’ can at times lead investors astray. Mining companies are not normally front of...
Fidelity International
Fidelity International
Education

How the 60/40 portfolio outperforms

In Critics of the 60/40 portfolio have their blinkers on (27 September), David Thornton notes that “the age-old 60/40 portfolio,” comprised of 60% stocks and 40%...
Chris Leithner
Leithner & Company Ltd
Meet The Adviser

Meet Emmet: The contrarian hedging his passions and portfolios

Managing risk and protecting against the downside is just as important as our search for alpha... But that's easier said than done (as we have truly seen this...
TLS
+1
Ally Selby
Livewire Markets
Education

China's 20th National Congress

On 16 October 2022, the Communist Party of China (CCP) will commence its 20th National Congress. Given China’s global importance, the event will be closely monitored...
Sarah Shaw
4D Infrastructure
Education

The Good Oil: NAOS’ Top Podcasts, Websites and Blogs

When there are 500 million tweets published every day, our ability to access information is at an all-time high and so too, is the opportunity to learn from others. At...
Jared Tilley
NAOS Asset Management
Education

The top questions on fund managers' minds - as described by a former fundie

In a former life before becoming Livewire's managing editor, I was an equities analyst and fund manager. Subsequently, I know what it is like to sit in the chair and...
Chris Conway
Livewire Markets
Education

Price-Earnings ratios: Not what you think

It must be the ultimate irony that one of the most quoted and used investment tools available, the Price-Earnings (PE) ratio, causes so much confusion among investors...
BHP
+8
Rudi Filapek-Vandyck
FNArena
Education

Positioning in global healthcare, medical devices and healthcare robots

The healthcare sector is not homogeneous, its companies and sub-sectors are diverse. In contrast, the business activities and products of most banks look similar and...
Victor Windeyer
Australian Unity
Education

Now is the time to myth-bust investment truisms

For pretty much all of my working life, we have been able to hold onto a handful of truisms about investment. Expressions like ‘time in the market not timing the...
Tom Stevenson
Fidelity International
Education

Media Worth Consuming – September 2022

Top 8 ArticlesThe Federal Reserve bears some responsibility for the current economic problems because it was too loose in the past, not because it is normalising...
Jonathan Rochford
Narrow Road Capital
Education

How long should you wait to buy growth stocks?

Investment textbooks tell us that value stocks generally outperform growth stocks in periods of rising interest rates and economic slowdowns. However, history tells...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Education

Moving from energy transition to energy trilemma – what it means for investors

Before the war in Ukraine, the phrase on infrastructure investors’ lips was ‘the energy transition’. Now, it is energy security and energy affordability, which...
Andrew Maple-Brown
Maple-Brown Abbott
Education

The surging US Dollar is tanking global currencies. Here's what that means for your portfolio

The US Dollar (USD) has had a year like no other, tanking the value of every currency paired with it. That's good news for US citizens travelling abroad but, as...
ALU
David Thornton
Livewire Markets
Education

Who's afraid of big bad volatility?

Share prices suddenly plummet. Interest rates are rising. Housing prices falling. Commodity prices at peaks. The headlines are painting a volatile picture of markets...
CSL
Sara Allen
Livewire Markets
Education

Why a solid philosophy and strategy will make you a better investor

Take a good look at your investments. Are they all based on solid investment philosophy and strategy? Or a random mix selected based on factors like your mood or a hot...
Sara Allen
Livewire Markets
Education

Power to price: Inflation, infrastructure and the social license to operate

Pricing power is now a major consideration with inflation on the rise. Equal consideration needs to be given to the social license of companies to raise prices in line...
Peter Meany
First Sentier Investors
Education

Yes, interest rates are climbing. But patience is a virtue

It’s not as if we didn’t know it was coming. Jerome Powell could hardly have been clearer at the recent Jackson Hole summit that the Federal Reserve (Fed) will keep up...
Tom Stevenson
Fidelity International
Income Series

When investing for income, don't get caught looking backwards

According to Market Index, 19 companies on the ASX currently have a trailing dividend yield above 10%. Very attractive income, in anyone’s book. But income...
BHP
STO
David Thornton
Livewire Markets
Education

An old virus that could cost the Australian economy $80bn

We’re all very attuned to how one virus can cause economic and social chaos. But it’s not just new coronavirus variants we should be worrying about. One virus, which...
Sara Allen
Livewire Markets
Education

Why ESG is fatally flawed

“The value of assets managed with a responsible investing framework has risen to $A1.54 trillion, accounting for 43% of the total (Australian) market,” The Australian...
+3
Chris Leithner
Leithner & Company Ltd
Income Series

3 charts (and 4 investments) to help navigate a new market era

Inflation poses a real risk to investors, chipping away at both the cash in their pockets as well as their investment returns. Worse still, for investors to outperform...
SCG
Ally Selby
Livewire Markets
Education

Mattress or Markets: Where to put your cash in 2023

One just needs to look at today's market to appreciate the fact that change is the only constant.   But change isn't something to be feared; rather, it should be...
David Thornton
Livewire Markets
Meet The Investor

Meet Michael: He's putting his money where his mouth is

Michael is wise beyond his years. At just 24 years old, he's developed an investment strategy that will help build the funds to buy his first house, and later,...
CAN
+6
Ally Selby
Livewire Markets
Income Series

"Rising rates don't keep me up at night": PIMCO's Bowe

To say it has been a challenging period for bonds would be an understatement. In fact, the first quarter of this year saw the worst start to a calendar year in...
Chris Conway
Livewire Markets
Education

How to buy a LIC at the right price

With a range of LICs on the market, how do you choose the right one for you? And how do you assess the quality of a LIC before buying? Researching LICs shares some...
Daryl Wilson
Affluence Funds Management
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