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Education

Professional investors distill techniques to improve and simplify investing.

Education

Five ways young people can learn to invest (not gamble) in shares

Surging markets in the wake of COVID-19 have attracted a new generation of first-time investors. But rather than invest using time-honoured principles, many are...
Dan Miles
Dan Miles
Innova Asset Management
Education

Know your enemy: defining (and dodging) dividend traps

Income investors, many aged 65-years and over, were knocked for six last year as dividends dried up. Each of Australia’s big four banks either suspended or slashed...
FMG
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Glenn Freeman
Livewire Markets
Education

Media worth consuming: March 2021

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed.American margin debt is continuing to...
Jonathan Rochford
Narrow Road Capital
Education

Why franking credits underpin Aussie dividends

It’s no mistake that Australian investors receive some of the highest dividends in the world. Our generous franking credit tax breaks go a long way toward explaining...
TLS
Glenn Freeman
Livewire Markets
Education

The catastrophe and opportunity of climate change

Global warming is one of the defining challenges of the 21st century. Unaddressed, modelling demonstrates it will have a potentially catastrophic impact on our planet...
Ilan Israelstam
Betashares
Collections

Finding sustainable sources of investment income

Australian investors love dividends. The topic of investment yield was a battleground issue in our most recent federal election, and it’s never far away from the minds...
Glenn Freeman
Livewire Markets
Buy Hold Sell

How to uncover the next Afterpay

Everyone has an Afterpay story. Or at least, most of the investors I know. Personally, I was told by multiple analysts to invest in early 2018, when its share price...
HUB
Buy Hold Sell
Livewire Markets
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
+4
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
Douglas Isles
Platinum
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
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