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Professional investors distill techniques to improve and simplify investing.

Education

Turning losers into winners

In 1934, just five years after the great crash of 1929, Benjamin Graham and David Dodd published the first edition of “Security Analysis”. At 1.2 kilograms and 752...
Julian Morrison
Julian Morrison
Allan Gray
Education

Volatility: 10 key messages for investors

Financial markets can be subject to periods of event-related volatility during which investor confidence can be significantly undermined. Here, we provide 10 key...
Fidelity International
Fidelity International
Education

The death of the value anomaly in a low growth world

Traditional value investing typically relies on investing in average businesses that are heavily reliant on a strong economy for compounding earnings growth. Hyperion...
Mark Arnold
Mark Arnold
Hyperion
Education

11 urban myths about franking credits

The decision to introduce dividend imputation has provided an unforeseen benefit for Australia, perhaps one that is still not fully appreciated by policy makers – it...
Kate Howitt
Kate Howitt
Fidelity International
Education

Central Banks are Fighting Economic Fundamentals

After the latest wave of central bank rate reductions my clients and contacts have been consistently asking whether central banks know what they are doing. Given rate...
Jonathan Rochford
Narrow Road Capital
Education

Media Worth Consuming – August 2019

The heavy fall in global semi-conductor sales looks very similar to the fall during the financial crisis. US manufacturing and services PMIs have slumped in August....
Jonathan Rochford
Narrow Road Capital
Education
Sponsored

The income crisis facing retirees

We live in interesting times. Who would have predicted Australian cash rates and bond yields would be trading at 1% or less at the end of last year?Well, here we are...
Dr Don Hamson
Plato Investment Management
Education

Two common errors that investors make … and how to overcome them

The past six months have highlighted two common errors that investors frequently make. The first relates to a misunderstanding of the way investments compound over...
Schroders Australia
Schroders
Education

Why value still matters hugely in this growth-obsessed world

Of all the arguments for why people should be very careful about writing off value as an investment strategy, perhaps the most compelling concerns the humble...
Nick Kirrage
Schroders
Education

Hamish Douglass: 10 cognitive biases that can lead to investment mistakes

To be a successful investor over the long term, we believe it is critical to understand, and hopefully overcome, common human cognitive or psychological biases that...
Magellan Financial Group
Magellan
Education

Humans vs machines or humans & machines

We consider three different investment managers that vary by dependence on the level of quantitative analysis and implementation. Each methodology has their own...
Hue Frame
Frame Funds Management
Education

Protecting downside > chasing return

Investors have it all wrong. In a world of zero or negative interest rates, investors are being forced to chase return. The baby boomer generation (retirees) are all...
Scott Williams
Fiftyone Capital
Expert Insights

3 qualities of a stellar management team

Management quality is critical for company performance, and it’s not unusual for stock prices to jump on the news of a star hire. But what are some of those qualities?...
COH
Livewire Exclusive
Livewire Markets
Education

7 Livewire features you probably don't know about

Just the other day I was talking to one of my school friends who's a Livewire reader and I asked him how he was finding some of the new features we've released this...
Tom McKay
Livewire Markets
Education

The danger of predicting the predictable

Our quest for predictable outcomes in our everyday lives has implications for how we invest. It is easier to invest in companies with certain or relatively predictable...
Simon Mawhinney
Allan Gray
Education

5 beliefs to hold when the market is tanking

Navigating volatile markets is always challenging. Correction: navigating bearish markets is challenging; navigating bullish markets is usually pretty enjoyable. We've...
Dean Fergie
Cyan Investment Management
Education

13 investing insights from Hamish Douglass

In this wire, Hamish Douglass shares 13 Insights gathered from years of investing, and include thoughts on how to find the right investments, how to let investments...
Magellan Financial Group
Magellan
Education

12 questions to ask your fund managers

One of the most common questions from our investors is which other fund managers we would recommend. While we normally decline to talk about specific people, we are...
Weimin Xie
Weimin Xie
MX Capital
Education

Media Worth Consuming – July 2019

American leading economic indicators have had a bad month. US small business employment has fallen, just like it did in early 2008. Freight indices are at ugly levels....
Jonathan Rochford
Narrow Road Capital
Education

Good companies are not always good investments

Investing in “quality” companies has been a commonly cited phrase in the investing community over the past few decades. There is no better person to encapsulate this...
Joey Mui
Merlon Capital
Education

The 5-point earnings results checklist

Recently in his famed afternoon stock market summary, Richard Coppleson from Bell Potter outlined his observations from 290 stocks that reported earnings results back...
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NAOS Asset Management
NAOS Asset Management
NAOS
Education

Let's get ethical

Ethical and socially responsible investing is a rapidly growing sector in Australia, with total funds under management up 57% over the last two years according to the...
Nicolas Burgess
Nicolas Burgess
EL&C Baillieu
Education

Mythbusting: The infrastructure edition

As we learned earlier this week, listed infrastructure offers income, growth, and diversification from typical stock-bond portfolios, yet it only forms a small part of...
Patrick Poke
A Rich Life
Education

Is this the most underappreciated asset class in the world?

Infrastructure can provide defensive income, allow investors some participation in the upside of equity investment, and provide diversification from equities and...
Patrick Poke
A Rich Life
Education

Use the data to screen for quality

With the abundance of data in this digital age, more than ever, private investors have the opportunity to stay ahead of the pack and find rewarding investment...
Lawrence Lam
Lumenary Investment Management
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