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Professional investors distill techniques to improve and simplify investing.

Meet The Adviser

Meet Charlie: The adviser who likes revving engines (and rumbling returns)

Investing insights from one of Australia's top-rated financial advisers
MQG
+1
Ally Selby
Livewire Markets
Education
Sponsored

Sectors, stocks and our most compelling ideas

Welcome to series 4 of Magellan Minutes, our investment insights initiative, in which senior members of our investment team dissect the markets and take a deeper look...
Magellan Investment Partners
Magellan
Buy Hold Sell

How to turn the inflation headwind into a tailwind

In Livewire's recent reader survey, investors told us that inflation was their number one concern for markets in 2022. After all, ABS research shows that easing...
BHP
RIO
+2
Buy Hold Sell
Livewire Markets
Education

The price action behind Cryptocurrency

It is no secret that the cryptocurrency asset class is volatile; however, it has proven to provide investors with outsized returns not seen in decades. Investors with...
Dan Annan
Dan Annan
Cosmos Asset Management
Education

The future of work has changed forever

By the end of March 2020, the virus behind the COVID-19 illness had escaped China and triggered lockdowns across the world. The International Labour Organisation...
Michael Collins
Michael Collins
Magellan
Education

Tesla leads the pack as EV adoption switches into gear

Over the next few years, we could see electric vehicle (EV) penetration increase to 70% in Europe and China, and around 50% in the US, as government incentives and...
Livewire Exclusive
Livewire Markets
Meet The Investor

Meet Ann: And the small-cap stocks funding her retirement

Ann is hardworking and fearless. She's wonderfully warm and frank. She's also the first former financial adviser that we have spoken to as part of our Meet the...
APT
BHP
+13
Ally Selby
Livewire Markets
Education

Why you’re probably overconfident – and what you can do about it

"Experts" are mostly overconfident, and overconfidence retards investment returns. Today's fervour portends losses and disillusion.
Chris Leithner
Leithner & Company Ltd
Education

Everyone has a plan until they get punched in the mouth

Mike Tyson spoke from experience; “Everyone has a plan until they get punched in the mouth”. January was a punch in the mouth to asset prices, after several glorious...
Schroders Australia
Schroders
Education

Private debt – a closer look

In the aftermath of the Global Financial Crisis, many banks were forced to reduce their lending capacity as a result of increased regulation and oversight. This...
Dania Zinurova
Dania Zinurova
Education

Finding opportunities in the topsy turvy world of transportation infrastructure

We have been perplexed by the relative and absolute underperformance of toll roads globally. This is when road volumes in many parts of the world have returned to...
Andrew Maple-Brown
Maple-Brown Abbott
Education

Slowing economic growth, withdrawal of liquidity and the prospect of war: risks to consider early in 2022

Let's start with the good news. Historical data analysis suggests the final week of January and the first ten trading days into February usually represent a positive...
Rudi Filapek-Vandyck
FNArena
Education

The beautiful game

Competitive moats; the virtues of platforms; and the economies of scale of two-sided markets: All are being exposed as flatulent labels rather than key attributes or...
Kerr Neilson
Platinum Asset Management
Meet The Investor

Meet Paul: The investor whose journey has been a "string of near misses and extraordinary luck"

Paul is quiet and measured, a Brisbanite with a penchant for investing and a surprisingly elegant way with words. He spent 10 years as a GP but desperately needed a...
Ally Selby
Livewire Markets
Education

Time to change your mindset: Prepare for a 5pc cash rate

The last time Australia’s official cash rate had a five in front of it, the world was going through the biggest financial crisis since the Great Depression. Within the...
Anthony Murphy
Lucerne Funds Pty Ltd
Education

How to position for a choppy 2022

After a strong 2021 markets have been hit by a significant bout of risk aversion in January. Concern around the path of global inflation and interest rates has been...
David Cassidy
Wilsons Advisory
Education

How to make sense of company reports

February marks the start of reporting season, a time when the ASX's companies release their half-yearly financial reports. In this wire, Livewire's Glenn Freeman...
XRO
Glenn Freeman
Livewire Markets
Education

The tech and energy themes set to shine as inflation, COVID uncertainties remain

Despite COVID's continued grip on our lives and, of course, mounting fears of inflation, Munro Partners, Tribeca Investment Partners and Redpoint Investment Management...
360
+6
Meg Kerr
Meg Kerr
Livewire Markets
Education

Media Worth Consuming – January 2022

Top 5 Articles15% of S&P 500 companies have a price to sales ratio over 10, more than double the peak in 2000.A study found that fund manager experience correlates...
Jonathan Rochford
Narrow Road Capital
Education

3 colossal collapses and what you can learn from them

Bond Corporation, Enron, the South Sea Bubble. This is not an exhaustive list of the great financial collapses of history, but it's a pretty good start. David Guy from...
David Guy
Leithner & Company Ltd
Education

How to tell when the market's bottomed

Two years ago, I penned this piece based on Stephen Schwarzman's then-newly released book. A week later, the ASX went into a month-long tailspin. Hopefully, the timing...
Patrick Poke
A Rich Life
Education

3 key sectors and how to play them

Looking back at the extraordinary year of 2021, and towards the year ahead, three senior members of the Magellan investment team explain their approach to managing key...
Magellan Investment Partners
Magellan
Meet The Investor

Meet Tom: The farmer reaping the rewards of investing

During the day, Tom is a fifth-generation farmer, working on the land. By night, he's an avid investor. While others may relax in front of the TV at the end of the...
ALU
CSL
+4
Ally Selby
Livewire Markets
Education

Want to make better forecasts? Here are two traps to avoid

Research by the International Monetary Fund found that economists consistently failed to predict a recession in GDP by a significant margin from 1992 to 2014. So if...
OSH
Joey Mui
Merlon Capital
Education

Higher interest rates can’t kill this recovery, KKR says

In case you didn't have time to read KKR's latest 60-page report, Livewire has summarised some of the key points for you. It highlights everything from the asset...
Livewire Exclusive
Livewire Markets
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