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Education

Professional investors distill techniques to improve and simplify investing.

Education

Is the "Santa Rally" real?

Investors found their festive spirits in 2020 despite a raging pandemic. Even with most of the global economy shut due to Covid-19, US stocks recorded their best...
Schroders Australia
Schroders
Rapid Fire

From Russia to real assets: How this portfolio manager is democratising alternatives

It's been a year since Zinurova was tasked with leading the then recently acquired WAM Alternative Assets portfolio, which became the seventh LIC to enter prominent...
Ally Selby
Livewire Markets
Education

Cryptocurrency is moving into the mainstream but valuations look much too high

Commonwealth Bank has announced it will add cryptocurrencies to its CommBank app. And a few weeks ago the Nordic Block Exchange launched, enabling people to trade...
David Berthon-Jones
Aequitas Investment Partners
Education

Finance jargon buster: The Match Out and other “insider” terms explained

A little over two months ago, a new series flashed onto the Livewire site. The Match Out debuted on Monday 6 September, an ASX update published soon after the market...
BHP
Glenn Freeman
Livewire Markets
Meet The Investor

Meet James: He's only 20 but has a decade of stock market experience under his belt

Most people consider themselves lucky if they started investing in their 20s or 30s. Many wait until much later in life. But James, a 20-year-old Livewire reader and...
HZR
ORG
RIO
+2
James Marlay
Livewire Markets
Education

WAM Alternative Assets education series | Private debt

In the sixth episode of the WAM Alternative Assets education series, portfolio manager Dania Zinurova discusses private debt, an asset class with added layers of...
Dania Zinurova
Education

The NEW balanced portfolio

The inflection points in financial markets look clearer in the charts than they feel in the heat of the moment. When it comes to monetary policy, the watersheds are...
Tom Stevenson
Fidelity International
Education

The myth of the small cap premium

Many people dream about – and some repeatedly try – hitching their wagons to “the next Microsoft” (or Amazon, Apple, etc.) and riding it effortlessly to a fortune. For...
Chris Leithner
Leithner & Company Ltd
Education

‘Net zero’ – easy to say, difficult to execute

The race to ‘net zero’ is on in every part of the globe, those two little words giving investors comfort that companies are taking real action on climate change....
Andrew Maple-Brown
Maple-Brown Abbott
Education

Those who fail to learn from history are doomed to repeat it

Prompted by some less than ideal M&A transactions, we feel it necessary to highlight a disappointing recent trend in the Australian REIT market: the return of...
AVN
Andrew Parsons
Resolution Capital
Education

Is investing in shares right for you? What you should know before diving in

Here at Livewire Markets, we write about investing all day long. And because we’re so used to thinking and writing about this stuff, we sometimes lose sight of what it...
Livewire Exclusive
Livewire Markets
Education

Thinking outside the box

Lucas White and I wrote about the importance of a climate change strategy and the benefits it would provide in 2018. We expect these to include diversification,...
Jeremy Grantham
GMO
Education

WAM Alternative Assets education series | Real assets

In the fifth episode of the WAM Alternative Assets education series, portfolio manager Dania Zinurova discusses investing in real assets, such as agriculture, timber,...
Dania Zinurova
Education

Media Worth Consuming – October 2021

Top 5 ArticlesHow Evergrande’s financial problems could spill over into banks, insurers and the Chinese stock market. Tesla has the same market capitalisation as the...
Jonathan Rochford
Narrow Road Capital
Education

Frank Lowy and Hamish Douglass: 16 life and investing lessons

In the latest episode of the Magellan — In the Know podcast, Hamish Douglass talks to his friend and mentor, Sir Frank Lowy AC, the legendary co-founder of the...
Matt Buchanan
Matt Buchanan
Education

Gas prices, ‘greenflation’ and governmental gatherings

Gas prices in the UK shot up by 37% in a single day in early October. This was on top of a near trebling in price since the Summer of last year.The UK has become more...
Ted Franks
Pengana Capital Group
Education

"Trust your instinct" – In conversation with Sir Frank Lowy AC

How do you turn a humble delicatessen into the world’s largest operator of shopping centres — Westfield Corporation? What sort of personality do you need to become a...
Hamish Douglass
Hamish Douglass
Magellan Investment Partners
Education

3 trends to shape the next 5 years (and how to take advantage of them)

PIMCO’s annual Secular Forum this September was the 40th in our firm’s 50-year history. There were no in-person celebrations, though, because like last year we only...
Joachim Fels
PIMCO
Education

WAM Alternative Assets education series | Infrastructure

In the fourth episode of the WAM Alternative Assets education series, Portfolio Manager Dania Zinurova discusses infrastructure, an asset class that plays an important...
Dania Zinurova
Education

Meet Ann and Geoff: She's the CEO of spend and he's the CFO of don't spend!

Now and again, you stumble across a couple that epitomises happiness, and it is inspiring. Two people who are totally in sync because of (not despite) their...
BHP
+8
James Marlay
Livewire Markets
Expert Insights

Finding X-factor stocks that trade cheaply

In a recent investor presentation, Michael Goldberg quoted Howard Marks that the main risks one has to balance in investing are losing money and missing opportunity....
Livewire Exclusive
Livewire Markets
Education

Valuation: Highlighting the importance of Return on Equity and Payout Ratios

In this wire, I will look to tease out the importance of a business’s return on equity (ROE) and look to shine a light on how this measure of a company’s profitably...
Michael Wayne
Medallion Financial Group
Education

Mean reversion - A powerful force

The pandemic has had an extreme impact on economies and markets, yet there is an even stronger force that few are comfortable acknowledging. It has helped mitigate the...
Dan Miles
Dan Miles
Innova Asset Management
Education

Yasmin Allen: Good governance and the future of work

Yasmin joins David in this episode to define what creates good governance in businesses as well as her thoughts on the future of work. Yasmin has an extremely diverse...
David Clark
Koda Capital
Education

WAM Alternative Assets education series | Private equity

In the third episode of the WAM Alternative Assets education series, Portfolio Manager Dania Zinurova discusses private equity, an asset class growing in popularity...
Dania Zinurova
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