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Education

Professional investors distill techniques to improve and simplify investing.

Education

3 biotech investing lessons from a VC veteran

Like all good venture capitalists, I started my career in the trenches working on the front line of my target industry, as a molecular biologist at LaTrobe University....
Matt McNamara
Matt McNamara
Horizon 3 Biotech
Education

The value drivers of the Filecoin network

Tokenomics: How do you value Filecoin?Many investors are considering adding cryptocurrencies to their portfolio, or even increasing their allocation. At the same time,...
Mark Roddy
Mark Roddy
Holon Global Investments
Education

Tax is a classic ESG issue

A disappointing roadshow lunch. In 2016, I attended a roadshow lunch for an upcoming initial public offering (IPO). This was of course in the “good old days” before...
Ted Franks
Pengana Capital Group
Education

Livewire's lockdown reading list

I don't know about you but my lockdown has consisted of long walks, rewatching Friends and finding new books to read. Desperately in need of something to read, I knew...
Bella Kidman
Bella Kidman
Livewire Markets
Rapid Fire

From actuary to Bitcoin activist

Holon Global Investments is unlike any other Australian investment manager that I have encountered during my time at Livewire, or my years working in finance and...
APT
XRO
Ally Selby
Livewire Markets
Reporting Season

3 tips to make Livewire work harder for you this reporting season

Reporting season is kicking into gear, and the company updates will start flowing freely. It’s a busy time and while in theory companies have the whole month of...
James Marlay
Livewire Markets
Education

What inflation means for this defensive, high-yielding asset class

We believe inflation linkage is a key attribute of infrastructure as an asset class. And we’re often asked to prove it, especially now with fiscal and monetary...
Andrew Maple-Brown
Maple-Brown Abbott
Education

Active vs passive: 2 reasons why active wins

Passive investing has surged in popularity in the past decade, and more recently during Covid-19. According to Morningstar, Australians poured $24.5 billion into...
Chris Demasi
Montaka Global Investments
The Rules of Investing

In a world of uncertainty, cash flow remains king

Katie Hudson's career is full of bold moves. Beginning as a sell-side analyst, she moved to Goldman Sachs in June 2008 during the midst of a raging GFC. From there,...
APX
MP1
+1
Angus Kennedy
Livewire Markets
Education

Off The Charts! JPMorgan's crypto-180, Afterpay-day, and a housing handbrake ahead

Today, well over half the population of Australia is in some form of lockdown. Despite this terrible cloud overhanging the nation, vaccination rates are slowly...
APT
NCK
NWS
+3
Livewire Exclusive
Livewire Markets
Education

How does ETF liquidity work?

ETF liquidity – everyone wants it, and sure enough, the most common questions clients ask us at ETF Securities are about liquidity. Investors want assurance that ETFs...
kanish chugh
kanish chugh
Global X ETFs
Education

Picking the winners from "creative disruption"

As investment managers, we deliberately narrow our investment universe, leaving large swathes of the market we would never approve for investment. Sometimes this means...
Vihari Ross
Vihari Ross
Magellan Investment Partners
Reporting Season

Rudi: It’s the healthiest bull market we’ve seen in years

If there were any doubts that the market is in the early stages of a new bull market, then those doubts can now be laid to rest. That’s the view of Rudi...
AD8
AMC
CSL
+2
James Marlay
Livewire Markets
Education

Michelle Lopez: 4 big investing lessons you can teach kids of any age

Michelle Lopez, Head of Australian Equities at Aberdeen Standard Investments, got her fierce work ethic and sensible attitude to investing from her parents....
Mia Kwok
Mia Kwok
Livewire Markets
Education

9 fund managers share their one big idea for the year ahead

If the world thought 2020 was "unprecedented", then what, my friends, could we describe as the seven months we have seen so far of 2021?  In just over half a year,...
BHP
+6
Livewire Exclusive
Livewire Markets
Education

Another reason to consider private equity

With the value of US equity markets more than doubling over the past decade, it is surprising to see that the number of companies on US exchanges is rapidly...
Sam Armstrong
Barwon Investment Partners
Education

Fast food (passive) vs restaurant dining (active)

Food and investing. Strange bedfellows in a Livewire piece. Or maybe not. COVID lockdowns have catapulted both. According to Nielsen research, Australians are spending...
Chris Meyer
Pinnacle Investment Management Limited
Education

Why standing apart stands out

Value investing and contrarian investing are intrinsically related. Value investing seeks to identify good quality companies that are trading cheaply. To achieve that...
PDN
Michael Goldberg
Collins St Asset Management
Education

Media Worth Consuming – July 2021

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed.Individual American investors are...
Jonathan Rochford
Narrow Road Capital
Rapid Fire

An 8 sector strategy for killer performance

Most teenagers spend their waking hours daydreaming about the opposite sex, trying their first alcoholic beverage (in my case, Passion Pop), and engaging in other...
AGL
+12
Ally Selby
Livewire Markets
Education

Off The Charts! Aussie mining earnings, ranking the FAANGs reporting, and the Tassie crypto king falls

Reporting season is underway, so this week we'll be looking at which companies not only met their optimistic earnings targets but knocked them out of the park, as well...
Livewire Exclusive
Livewire Markets
Education

Timing the market

You might think investors are worried about two contradictory things at the moment: Last week's concern about too much inflation on both sides of the Atlantic; this...
Tom Stevenson
Fidelity International
Education

Why cryptocurrencies may transform capital markets

Whether investors welcome it - or even realise it - cryptocurrency, or crypto, is having an impact on their portfolios. The immense size of the cryptocurrency...
T. Rowe Price
T. Rowe Price
Education

The trends that will shape the next decade

The 2021 Fidelity Investment Forum webinar presented a chance to reflect on the past and consider the future pathway being paved. It has been a long time since there...
Angus Kennedy
Livewire Markets
Education

Growth at an unreasonable price

James Anderson, the star stock-picker of Baillie Gifford’s Scottish Mortgage Investment Trust, announced in March that he will hand over the reins of the fund....
Chris Demasi
Montaka Global Investments
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