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Education

Professional investors distill techniques to improve and simplify investing.

Expert Insights

Three rules of a trillion dollar manager

We recently had the fortune to sit down with Daniel Farley, CIO, Investment Solutions Group, for State Street Global Advisors, one of the largest asset managers...
Livewire Exclusive
Livewire Markets
Education

Value investing is alive and well

Value investing has gotten a bad name of late. The value vs growth debate rages on and growth continues to dominate returns. It is likely that the average growth...
Harley Grosser
HD Capital Partners
Education

Four key lessons from Robert Millner

Earlier this year, I was lucky enough to sit down with one of Australia’s most successful and experienced investors, Robert Millner, Chairman of Washington H Soul...
BKW
MQG
+1
Patrick Poke
A Rich Life
Education

Winning at the IPO game

In the past 18 months, there have been over 125 IPO's* land on the ASX boards; their average return to date is around +10%. Despite the modest overall return, more...
Dean Fergie
Cyan Investment Management
Education

From microcap to midcap: How to find the jockey for the job

If you’ve been investing for a while, you’ve probably heard an investor say that ‘high quality management’ is one of the most important attributes of a potential...
Patrick Poke
A Rich Life
Education

Self-funded retirees – I feel your pain!

It’s easy to become desensitised to the challenges facing others. We’re not living in their shoes, so we don’t experience their pain on a day to day basis. In a busy...
James Marlay
Livewire Markets
Rapid Fire

The greatest opportunity in the history of capitalism

"We've had 10 years of fantastic structural growth, however, the next 10 years may be even more exciting than the last, and adoption will happen at a much faster rate....
Livewire Exclusive
Livewire Markets
Education

Opportunities and risks in microcap land

As any experienced microcap investor could tell you, investing in microcaps presents many unique challenges, not the least of which is finding good ideas for further...
APT
BHP
+8
Patrick Poke
A Rich Life
Education

The last thing you read that blew you away

With half the market about to fly somewhere warmer for a week or two, now seemed like a good time for some holiday reading lists. I regularly get the opportunity to...
Alex Cowie
Alex Cowie
Education

Income Series Webinar Coming Soon

Fellow investors, I’m excited to be hosting Livewire’s first live webinar at 10:30am on Thursday the 4th of July. The webinar is the final piece of the Income Series...
James Marlay
Livewire Markets
Education

Media Worth Consuming – June 2019

Global semiconductor sales have plunged as if a recession is occurring. Morgan Stanley’s business confidence indicator has plunged to financial crisis lows. South...
Jonathan Rochford
Narrow Road Capital
Education

What a 15-year old can teach us about investing

A few years back a 15-year old girl, Natalie Clark, got up at the annual general meeting of one of USA’s biggest companies, Bank of America. Others – adults - would...
PM Capital
PM Capital
Expert Insights

Reduce the emotion … to reduce the risk

All investors are bound to struggle with emotion, as did Olivia Engel, CIO – Active Quantitative Equity at State Street Global Advisors, at the start of her investing...
Livewire Exclusive
Livewire Markets
Education

Ten investment rules

I have been writing the Marcus Today newsletter for over twenty years and read something called "Farrell's Rules" over thirty years ago. There is an article about...
Marcus Padley
Marcus Today
Education

Finding value, the marginal return on capital

In assessing the value of a company, the market tends to focus almost exclusively on the outlook for earnings growth. While obviously important, this ignores other...
Stuart Jackson
Education

Forget the noise - benefits of RMBS

Notwithstanding we are 10 years beyond the global financial crisis which was largely precipitated by reckless mortgage lending in the United States, I’m often...
Dean Italia
Dean Italia
Medibank Private
Rapid Fire

The DNA of a bona fide contrarian

"As soon as you start to get comfortable in a particular stock or company, we're generally selling and finding the next uncomfortable thing to own." That’s the...
OSH
Livewire Exclusive
Livewire Markets
Education

Evaluate the jockey before you bet on the horse

Corporate failures and fallouts such as Enron, WorldCom and Lehman Brothers in the past have demonstrated the importance of emphasising the qualitative aspects of a...
Amit Lodha
Amit Lodha
Fidelity International
Education

Screening for small caps

One of the first questions we get from potential investors is how we whittle down our investable universe. Our preferred approach is to take the long, scenic route:...
AD8
+6
Joe Magyer
Joe Magyer
Lakehouse Capital
Education
Sponsored

Building a diversified portfolio has never been easier

Exchange Traded Funds (ETFs) offer simple, low-cost exposure to a broadly diversified basket of local and global assets, and all with just a single trade. Whether...
Julia Lee
Julia Lee
Bell Direct
Education

Over-hyped or here to stay? The case for, and against, listed investment funds

Listed investment funds, including open ended trusts (ETFs & active ETFs or ETMFs) and closed ended listed investment companies (LICs) and trusts (LITs) are today...
+2
Chris Meyer
Pinnacle Investment Management Limited
Education

Clear opportunity for alpha with small caps

The broader opportunities for small caps have clearly been identified and explained in the thematic piece of our series, but I wanted to provide some local context,...
Michelle Lopez
Michelle Lopez
abrdn
Education

The 9 most important things I learned about investing over the past thirty-five years

I have been working in and around investment markets for 35 years now. A lot has happened over that time. The 1987 crash, the recession Australia had to have, the...
Shane Oliver
AMP
Education

5 rules for picking the right hybrids

Australians tend to have a lot of cash, property, and equities. There is not much in between. Hybrids, however, generally pay a healthy regular income on a quarterly...
Christopher Joye
Coolabah Capital
Education

Finding compelling (and undiscovered) ideas

Where are the opportunities for active investors to add value when investing in smaller companies? And how does this differ from their peers investing in larger...
abrdn .
abrdn
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