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Education

Professional investors distill techniques to improve and simplify investing.

Education

Too big to perform? The importance of limiting capacity

“Anyone who says that size does not hurt investment performance is selling. It’s a huge structural advantage not to have a lot of money.” That quote is from legendary...
Andrew Mitchell
Ophir Asset Management
Education

The pioneering investor you've never heard of

Henrietta Howland (“Hetty”) Green (1834-1916) exemplifies the practice of investment that Benjamin Graham pioneered in the 1930s, Warren Buffett has advocated since...
Chris Leithner
Leithner & Company Ltd
Buy Hold Sell

4 beaten down sectors (and if now's the time to buy)

The ramifications of Covid-19 have been felt across economies around the globe, however, it has become evident that not all sectors have been treated equally. With...
BPT
+13
Buy Hold Sell
Livewire Markets
Education

The end finally appears near for NABHA holders

After 21 years, long suffering NABHA holders can finally see the end of their bumpy journey. Whilst NABHA holders have received what was required from their...
Jonathan Rochford
Narrow Road Capital
Education

The case for Prudential Financial

After some good feedback on recent insights into our stock selection process, I thought I’d share our thinking about another one - Prudential Financial (NYS:PRU). A...
Chad Padowitz
Talaria Asset Management
Education

Growth vs value in uncertain times

In uncertain times, investors often question the best approach for their portfolio. The debate between investing in growth or value often comes up during uncertainty,...
kanish chugh
kanish chugh
Global X ETFs
Education

Why we need a “good” depression

Have you ever heard of the Depression of 1920-1921? In the U.S., where historical data are extensive, reliable and widely available, it was painfully sharp but...
Chris Leithner
Leithner & Company Ltd
Education

Winning by not losing

Human emotions and biases affect all investors. Left unchecked, these emotions can sabotage financial decisions and generate suboptimal investment outcomes. But...
+5
Bruce Apted
State Street Investment Management
Buy Hold Sell

Building a sustainable income portfolio

Since 2010 traditional blue-chip yield stocks have become notoriously unreliable for consistent income. Take for example NAB's dividend, which peaked at $1.98 in FY 14...
BHP
+3
Buy Hold Sell
Livewire Markets
Education

Media Worth Consuming – September 2020

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance An American shopping mall CMBS...
Jonathan Rochford
Narrow Road Capital
Education

The death of coal has been greatly exaggerated

A ‘Materially’ Different Take on Infrastructure: Betting Big Behind the Scenes on Coronado Global Resources (CRN.ASX) +20% in 2 Weeks with More to Come!...
Michael Goldberg
Collins St Asset Management
Education

60/40 is wounded

They say justice is slow as well as blind: ‘Justice limps along but gets there in the end’ - Gabriel Garcia Marquez. Trends in financial markets can be like that,...
Chad Padowitz
Talaria Asset Management
Education

The barbell effect of COVID-19

Throughout history, financial crises have been caused by an economic shock or a fundamental demand/supply imbalance. This crisis is different. When the pandemic hit,...
Sinéad Rafferty
Fidante
Education

Bonds and Your Investing Health

I’m often asked why I'm fixated on bonds rather than following the herd with shares and cash. I blame this fixation on my age and sentiment. I am also a control...
Ray Trevisan
Ray Trevisan
OTG Capital
Education

Central banks don’t dispense “Stimulus” – they peddle poison

Do Low Rates of Interest Really Support Markets? On 10 September, I concluded that they don’t. This article explores one of this result’s major implications: investors...
Chris Leithner
Leithner & Company Ltd
Rapid Fire

Value and growth traps: How to avoid both and beat the market

Previously an actuary, Andrew Martin knows the importance of “valuing future financial risk" within investing better than most, especially in a world of relentless...
APT
APX
MP1
+3
Livewire Exclusive
Livewire Markets
Education

Five fundies managing $3.5bn of LICs and active ETFs share their insights

This week at Pinnacle’s Investment Summit, $3.5bn of FUM in LICs and ETFs was on show across five boutique fund managers debating their best practice initiatives to...
+4
Chris Meyer
Pinnacle Investment Management Limited
Buy Hold Sell

Tips for using ETFs in an investment portfolio

Exchange-traded funds (ETFs) are growing rapidly in popularity among Australian investors. The ~240 ETFs on the ASX hold nearly $70 billion in assets. Of course, not...
Buy Hold Sell
Livewire Markets
Education

How to find the next CSL of fund managers

We all wish we had invested in CSL back in the float. Investors that did the legwork involved in finding and then backing the opportunity at its listing in 1994, would...
CSL
Anthony Murphy
Lucerne Funds Pty Ltd
Education

Building a Portfolio with Resilience in Mind

Resilience /rɪˈzɪlɪəns/ noun 1. The capacity to recover quickly from difficulties; toughness. “the often remarkable resilience of so many Australian institutions” 2....
Camilla Love
eInvest
Education

Our best buy ideas in Resources

Last week, Market Matters hosted a Resource Round Table to give an overview of the commodity market, and then delve into picks that give exposure to it, big and small....
ATU
BHP
+18
James Gerrish
Market Partners
Expert Insights

What two decades of private equity investing has taught us

One of the pioneering local private equity investment programmes sits within MLC Asset Management. With 23 years of private equity experience Jonathan Armitage, the...
Livewire Exclusive
Livewire Markets
Education

How ‘market timing’ can cost you

Many investors go to a lot of effort trying to pick market (or individual share price) lows and highs, in an attempt to time their entries and exits. It’s a strategy...
Ilan Israelstam
Betashares
Education

Two long term trends just taking off

My process of global investing focuses on seeking undervalued management talent in growing industries at reasonable valuations. While the bulk of my time is spent...
Amit Lodha
Amit Lodha
Fidelity International
Education

Do low rates of interest really support markets?

Do today’s minuscule rates of interest justify stock markets’ sky-high valuations? Bulls often imply – and sometimes boldly assert – that they do, and mainstream...
Chris Leithner
Leithner & Company Ltd
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