Education

The iconic value investor, and CEO of $27 billion hedge fund Baupost, Seth Klarman, has lived and breathed markets for 35 years. Today he’s nervous. Here are 6...

Managing your own capital on a full-time basis is a constant process of learning and self-improvement that requires conviction in your views and the ability to shut...

Jack Lowenstein, co Chief Investment Officer at Morphic Asset Management has not taken the conventional path into professional investing. Having started his career as...

In this Livewire exclusive, Dr Philipp Hofflin, Portfolio Manager at Lazard Asset Management’s Australian Equity team, shares one of the key lessons he has learned...

The local property market has become Australia's favourite topic of debate. It seems everyone has a view and just last week UBS released a research note calling the...

April saw our first ever Buy Hold Sell Live event, where we hosted a top-flight panel in front of an intimate audience. The wires from the event were very popular this...

New global leaders don’t come up very often, so identifying them relatively early can have a huge effect on a portfolio. The iPhone came out ten years ago, and...

Livewire reached out Ben Rundle from NAOS Asset Management to ask him about how he got started in investing. We asked Ben about his best and worst investments, recent...

Interest rates and inflation have been on a downward trajectory since the late 80s, a 30 year trend. Paul Moore says 2016 was an inflection point and expects inflation...

Ben Griffiths, Portfolio Manager at Eley Griffiths, says that while investors must be across company specific fundamentals, it is equally important not to lose sight...

In this Exclusive interview, James McDonald, CIO of Hunter Hall outlines the fund’s aggressive investment strategy: “If you are buying a lot of companies that can...

Short sellers are not the most popular participants in financial markets. Investors may recall that during the height of the financial crisis in ’08 and ’09, short...

Some stock pickers are diversifying into riskier areas such as emerging markets and deep value situations to boost returns. There is definite upside, but also...

Rising inflation is making headlines but the reality for income-seeking investors is that returns on traditional yield assets remain at record lows. With the real...

The consulting firm Quinlan and Associates recently estimated that brokers publish over 40,000 research reports globally each week. With reporting season in full flow...

We have all heard about dividend imputation and franking credits. However, my experience is that if you ask an investor to calculate the benefit after tax, most will...

Digging into a fresh stock idea is fun. Maybe too fun. The thrill of working a new opportunity can distract us from remembering that it’s sound, repeatable process...

How do you find investment ideas? When meeting with other investors, and potential clients, that is the most common question asked. Every institutional investor has a...

Ask any ‘rational’ industry insider or McKinsey consultant where AmazonFresh should open next, and the answer is likely to be ‘anywhere but the UK’. Try Holland. Or...

The idea generation part of an investment process is something that get's a lot less attention than it deserves. At Forager Funds, we have a clearly defined process...