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Education

Inflation podcast (part 2): The US Inflation Reduction Act

With inflation still the word on everyone’s lips, our podcast is published in two parts. Part 1 dealt with the impact of inflation on the current macro environment....
Sarah Shaw
4D Infrastructure
Education

Howard Marks: The #1 lesson investors never learn

Markets have moved past one dangerous period – that of “irrational exuberance” – and are in the middle of another that's the polar opposite but equally risky. That’s...
Glenn Freeman
Livewire Markets
Education

Bitcoin news you need to know (including the best-kept secret)

Here's what happened in bitcoin during October 2022. Top Events The largest listed bitcoin miner, Core Scientific (NASDAQ:CORZ), has halted interest payments on its...
SQ2
+2
Daniel Pickering
ListedReserve
Education

Recessions usually crush shares – but investors can always reduce their ravages

According to Ashley Owen (“Recessions Are Usually Good for Sharemarkets,” Firstlinks, 12 October), “history shows that economic contractions have been mostly good for...
Chris Leithner
Leithner & Company Ltd
Education

Media Worth Consuming – October 2022

Top 6 Articles High frequency indicators across employment and consumer spending still point to the US economy being strong with inflation expected to remain high. ...
Jonathan Rochford
Narrow Road Capital
Rapid Fire

Shane Oliver’s guide to riding out a "year to forget"

In January of this year, after bouncing around for a few months, the ASX200 took a sharp and sizeable leg down. It was to be the first of numerous heavy sell offs in...
James Marlay
Livewire Markets
Education

A new “industrial revolution” for investors

It’s a time of crisis, but, as Albert Einstein once said: “in the midst of every crisis, lies great opportunity.” A negative supply shock in Europe has seen global...
Magellan Investment Partners
Magellan Investment Partners
Investment Guides

Why you should forget buying the dip and take a slower approach

Wouldn’t you love to buy up big just as the market bottoms out? Only to sell later at the peak and make a massive profit. While investors used to fear falling...
Sara Allen
Livewire Markets
Education

A conversation with David Gonski

David Gonski AC is one of Australia’s pre-eminent leaders; widely respected throughout Australia’s business, philanthropic, educational, and cultural circles. In this...
Alex Leyland
Leyland Private Asset Management
Education
Sponsored

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
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...
David Thornton
Livewire Markets
Investment Guides

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
Investment Guides

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
876-900 of 1912
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