Home Wires

Education

Professional investors distill techniques to improve and simplify investing.

Education

China's re-opening: a macroeconomic perspective

After three years of lockdowns, China has officially signaled its intention to join the rest of the world in living with COVID.
Sarah Shaw
4D Infrastructure
Education

Adani, Hindenburg Research and the story with short-sellers

The story of how a research report brought down one of India’s biggest companies.
Sara Allen
Livewire Markets
Education

The data is in, how active funds stack up against their benchmarks

This article was written by Richard Montgomery This year marks the 20-year anniversary of the SPIVA scorecard, the go-to report for investors and others interested in...
Patrick Poke
Patrick Poke
Betashares
Education

Why we love heat pumps

I first came across heat pumps while studying for my undergraduate degree in Environmental Science in the early 1990s. The technology has developed dramatically since...
Ted Franks
Pengana Capital Group
Education

Brent Potts: Corporate raids with Kerry Packer, Black Monday – and three investing lessons

A 55-year broking career has left the Potts West Trumbull founder with battle scars and plenty of lessons learned along the way.
Glenn Freeman
Livewire Markets
Education

How Dr Phil Hofflin separates the signals from the noise (and uses the value premium to supercharge returns)

Over the long run, value portfolios beat growth portfolios at their own game.
David Thornton
Livewire Markets
Education

“Global Energy Transition” – Fact or Fiction?

Most believe that it’s a fact, but they’re ignoring or denying data. An examination of these data demonstrates that it’s mostly fiction.
Chris Leithner
Leithner & Company Ltd
The Rules of Investing

Lazard's Philipp Hofflin reveals how the stock market really works

Value portfolios always win... because they have better growth.
The Rules of Investing
Livewire Markets
Education

The joy of missing out

The opportunity set has broadened out quite nicely and is far better than it was a year ago
Ben Inker
GMO
Education

Bitcoin turned 14 last month - Here's the news you need to know

Here's what happened in bitcoin during January 2023.
Daniel Pickering
ListedReserve
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
826-850 of 1937