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Professional investors distill techniques to improve and simplify investing.

Education

Off The Charts! A $10.8 bn ASX company, a US$4 bn Bitcoin heist, WOW dips, and a curious case of Shrink-flation

It was killing season in more than just Canberra this week. If you were in the red on Monday, you weren't alone. The ASX had the biggest drop in weeks after the...
Livewire Exclusive
Livewire Markets
Education

3 principles for sustainable dividends in small-caps and micro-caps

At NAOS Asset Management we invest in small and micro-cap industrial companies. While the concepts of smaller stocks and sustainable dividends may not typically go...
Robert Miller
NAOS Asset Management
Collections

Why it's (almost) Quality stocks' time to shine

You know certain parts of the stock market are getting toppy when fund managers drop the “C” word. Comparisons with cryptocurrency emerged twice during the following...
COH
CSL
+2
Glenn Freeman
Livewire Markets
Education

Alternative asset managers: An opportunity to profit from an overlooked super trend

Recently I attended an investor conference hosted by Credit Suisse which focused on the current super trends in society. What was interesting was how the speakers...
Sam Armstrong
Barwon Investment Partners
Education

One essential way of protecting your portfolio from downside

It’s often said the only free lunch in investing is diversification; placing investments across different asset classes, industries and geographies. Most investors do...
John Garrett
MA Financial Group
Education

Off the Charts! $8 trillion Aussie housing, the internet for sale and Didi's IPO fears

A long-awaited IPO Didi Chuxing, the Uber of South East Asia, has been derailed by the CCP. Didi would be the largest US listing of the year, with a valuation upwards...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Finding winners in the mighty mid-caps

They say from little things, big things grow. And that is certainly true for Australian companies. But on every company's way to the top, they have to pass through a...
ALQ
AMP
+8
Buy Hold Sell
Livewire Markets
Expert Insights

Is a market crash coming?

Anyone who's been around markets for a while will have heard the adage that "it's not timing the market, but time in the market, implying that market timing is...
Livewire Exclusive
Livewire Markets
Education

What the world's best investors can teach us about the market

Step right up, step right up! Welcome to the Stock Market Circus, an unruly bazaar that is full of brazen salespeople, fortune tellers, sham wealth remedies,...
John Garrett
MA Financial Group
Education

A look through the decades – how to position your portfolio for the next decade

A wise portfolio manager once told me that he thinks in decades. Usually, each decade is different with different investment trends and opportunities. It is...
Garry Laurence
Profeta Investments
Meet The Investor

Meet Adrian: The dentist with a sweet tooth for healthcare stocks

When I put out the call inviting Livewire readers to share their investing journey, I was struck by the diversity of philosophies that our readers employ. One...
BKW
CSL
+3
James Marlay
Livewire Markets
Education

Off the Charts! Bezos' Blue Origin, China's steel rally and what's with the bond market?

It's been a big week for data out of the US. Inflation numbers and employment figures have led the charts this week, with a few serious surprises in there. Who would...
BHP
FMG
RIO
Livewire Exclusive
Livewire Markets
Top Rated Funds

A quick explainer on fund ratings

Who conducts the fund ratings? To assist in compiling the list of Livewire’s 100 Top-Rated Funds we drew on the ratings from Lonsec, Morningstar and Zenith. There...
James Marlay
Livewire Markets
Education

Why Filecoin will be one of the largest start-ups in the world

“Show me the incentive and I’ll show you the outcome” – Charlie Munger Web 3.0 innovation, Filecoin, is a decentralised cloud platform that is set to become the...
Mark Roddy
Mark Roddy
Holon Global Investments
Top Rated Funds

Paul Skamvougeras's inflation playbook

Paul Skamvougeras has the privilege of managing Perpetual's Wholesale Concentrated Equity Fund, one of Australia's longest-running unlisted managed products. As the...
Livewire Exclusive
Livewire Markets
Top Rated Funds

Lonsec's Peter Green: Why it pays to be cynical

For someone who spends his days assessing the performance of the investment industry's mightiest, Lonsec's Peter Green is refreshingly candid, approachable, and...
Livewire Exclusive
Livewire Markets
Top Rated Funds

Think slow: Kate Howitt's secret to winning the long game

Fidelity International’s Kate Howitt took the road less travelled in her journey to become one of Australia’s most respected fund managers. After completing an...
MQG
Livewire Exclusive
Livewire Markets
Education

Internal vs external – where to find the next great CEO

The millions of people who tuned into the recent Berkshire Hathaway Annual General Meeting (AGM) were rewarded with an unexpected bit of news. When the question was...
Robert Miller
NAOS Asset Management
Top Rated Funds

The 6 biggest investing myths and tips to avoid the traps

We here at Livewire Markets are dedicated to separating fact from fiction; modern-day (investing) MythBusters, if you will. We'll be the first to admit we're no...
Livewire Exclusive
Livewire Markets
Education

Could an increase in interest rates derail the housing market?

The market has seen a small increase in fixed-rate mortgages from some of the banks. Is this the beginning of a tightening cycle and has the Australian consumer seen...
Chris Rands
Chris Rands
Yarra Capital Management
Education

VGI Partners: A guide to listed investment companies

As with most things, the listed investment company structure has both benefits and drawbacks. But LICs can be appropriate investment vehicles for shareholders of all...
VGI Partners
VGI Partners
VGI Partners
Top Rated Funds

David Wright's formula for future returns: Alternatives, ESG and key person risk

Having co-founded one of Australia's premier investment research and funds rating houses, Zenith Investment Partners' David Wright is truly one of the industry's most...
Ally Selby
Livewire Markets
Education

Why sell great businesses for the mediocre?

Within the last 12 months the market narrative has switched from fears of deflation to concerns of inflation. This narrative is often coupled with the forecast that...
Bob Desmond
Claremont Global
Education

The best free lunch in town

Many asset managers are scored based on the returns they provide to investors relative to each unit of risk incurred. A portfolio that can achieve the same return with...
Jesse Moors
Jesse Moors
Spatium Capital
Education

Microsoft, Roche, Walmart: 3 stocks, 3 stories

In the current environment of low interest rates and massive fiscal support alongside an improving economy, there has been a significant amount of speculative...
Chad Padowitz
Talaria Asset Management
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