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Professional investors distill techniques to improve and simplify investing.

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
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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 Investment Partners
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 Investment Partners
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
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
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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
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