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Professional investors distill techniques to improve and simplify investing.

Education

Bond yields – a disruptor to REIT fundamentals

The sharp rise in bond rates from below 1% at the end of last year to now 1.7% caused a sell-off in yield-sensitive sectors such as REITs. Consistent with market...
CHC
DXS
GMG
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Amy Pham
Pengana Capital Group
Education

Four bubbly market pockets show heightened risk for investors

The ongoing surge in stock prices, including the NASDAQ, up almost 100% from its March 2020 low despite the recent pullback, has many investors fretting that stock...
Andrew Mitchell
Ophir Asset Management
Education

Why investors should ignore most “news”

Shareholders and others sometimes ask: “where do you get the information you need to invest?” In response, I say something like: “every business day I scan headlines...
Chris Leithner
Leithner & Company Ltd
Education

Buybacks, the good and the not so good

We spoke about the rotation to value some months ago, and while the momentum is currently growing, I thought it was worth sharing in the video below how we at Talaria...
Chad Padowitz
Talaria Asset Management
Education

So you think you have enough for retirement? Double it

Rising inflation means retirees may need to accumulate more assets at retirement than they are expecting, and zero interest rates are exacerbating the problem....
Hugh Giddy
IML
Education

Are cyclicals the new defensives?

In the February 2021 monthly update for the Platinum International Fund, we noted that: “When we look at long term (i.e. 35 years) valuation analysis, relative to...
Douglas Isles
Platinum Asset Management
Education

The secret to a quality company

It was the father of Value investing Benjamin Graham who first recognised the benefits of investing in quality companies. Graham found that investors suffered the...
Ally Selby
Livewire Markets
Education

The next growth phase for AREIT's

As structural and secular trends are disrupting the retail, office and industrial sectors, these trends are also supporting the emergence of alternative sectors. In...
Amy Pham
Pengana Capital Group
Education

Markets, economics and politics - the need to know wrap: February

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Citibank’s market sentiment indicator...
Jonathan Rochford
Narrow Road Capital
Education
Sponsored

Global income with ASX liquidity

The Apostle Dundas Global Equity Fund is focused on doing one thing and doing it well: delivering global income and capital growth by focusing on companies with strong...
Livewire Exclusive
Livewire Markets
Education

6 lessons from Aussie investing legend Chris Cuffe

Very few boast a resume as illustrious and enviable as wealth management heavyweight Chris Cuffe. The industry stalwart served as the founding chief executive of...
Ally Selby
Livewire Markets
Expert Insights

It's not moat size that matters

Conventional wisdom and financial textbooks will stress the importance of valuing a company’s competitive advantage or economic moats. WCM Investment Management has...
Livewire Exclusive
Livewire Markets
Education

The art of selling

When we think about investing, we always think about buying. We spend enormous amounts of time forecasting the future, distilling vast stores of information into one...
Lawrence Lam
Lumenary Investment Management
Buy Hold Sell

Why these fundies are still bullish on tech platforms

Unless you've been living under a rock or happened to be searching for this article on Facebook (too soon?), you probably know about the Australian government's...
Buy Hold Sell
Livewire Markets
Education

An extraordinary scam that is netting millions

In 30 years following markets, I've seen a lot of scams. But the current one is the most dangerous yet, and people we know and care about are going to lose money...
Romano Sala Tenna
Katana Asset Management
Education

Why does your manager charge fees and pay salaries and bonuses?

In my previous wire, I highlighted a vital reality that hardly anybody has noticed (or, perhaps, wants to mention): remarkably few financial advisers, analysts,...
Chris Leithner
Leithner & Company Ltd
Education

Lessons from 2020 for yield-hungry investors

After a tough 2020 for income-focused investors, the outlook looks brighter as a new year dawns. Of late, dividend income has been subdued at best as the impact of the...
Sinéad Rafferty
Fidante
Expert Insights

A priceless tool for any investor

Corporate culture is a hallmark of quality businesses, yet often overlooked by investors in favour of more quantitative touchpoints. A quality culture can drive...
Livewire Exclusive
Livewire Markets
Education

Should equity investors fear higher bond yields?

Investors have focused on the bond market in recent weeks because they have seen something unfamiliar – rising bond yields. In January, the US government 10-year bond...
Andrew Mitchell
Ophir Asset Management
Education

The art of financial advice

In today's investment webinar and podcast, Nucleus Wealth's Head of Advice Tim Fuller, Head of Operations Shelley George, and Associate Financial Adviser Christopher...
Damien Klassen
Nucleus Wealth
Education

Nine common mistakes investors make

In the confusing and often seemingly illogical world of investing, investors often make a bunch of mistakes that keep them from reaching their financial goals. This...
Shane Oliver
AMP
Education

Stock Market Lies

Many things in the share market say one thing but mean another. Like these for instance: Research-speak Buy – It’s a large listed stock that could possibly...
Marcus Padley
Marcus Today
Education

How to cut through COVID-19 with Australian quality

Through big sell-offs and volatile markets, high-quality companies can help steer an investor's portfolio straight. We believe it is the inherent strengths of...
Michelle Lopez
Michelle Lopez
abrdn
Education

Steve Tucker - The importance of advice

Steve Tucker former CEO of MLC, and current Koda Capital Chairman joins David in this episode to discuss the evolution of advice and the importance it carries for high...
David Clark
Koda Capital
Education

2 questions to ask if you’re sitting on cash

When interest rates on deposits are so low and are likely to stay this way for many years, it is worth checking if you are holding more cash than you require. One...
Ken Liow
Realm Investment House
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