Home Wires

Education

Professional investors distill techniques to improve and simplify investing.

Education

Shares climb a 'wall of worry' - but is it sustainable?

After a roughly 35% plunge from their February high point to their lows around 23 March on fears regarding of global recession on the back of the...
Shane Oliver
AMP
Education

8 lessons from previous crises that apply today

The first thing it’s important to do is, we need to define what we mean by a crisis in an investment context. We would describe a crisis as a period that leads to a...
Schroders Australia
Schroders
Education

We Work (at home)

In the past decade there have been two major developments that make working from home more efficient, the roll out of ultra-fast broadband and the technology that...
Stephen Bennie
Castle Point Funds
Education

The "Dummy's Guide" to IPO red flags

The wild ride that was Sargon Capital's foray into the staid world of trustees and custodians, ensnaring the likes of OneVue Holdings (OVH) along the way before its...
IRE
TGO
Martin Pretty
Equitable Investors
Education

Paul Heath: Secrets of long-term investing / Setting up Koda

Paul is Koda’s founding CEO and an experienced endowment investment committee member. Paul explains the fundamental principles of successful long-term investing, how...
David Knowles
David Knowles
Koda Capital
Education

The Federal Government Tacitly Approves Conflicted Financial Advice

The announcement by Josh Frydenberg that commissions for selling listed investment funds (commonly LICs or LITs) will be banned is being spun as a win for consumers...
Jonathan Rochford
Narrow Road Capital
Education

ESG and quality investing: Two sides of the same coin

Quality and ESG (environment, social and governance) are two sides of the same coin. At Crestone, when we rank individual companies, we are looking for high quality...
Todd Hoare
Todd Hoare
LGT Crestone
Education

The key elements of a rock-solid balance sheet

In a bull market, investors focus on the income statement. But in a bear market, balance sheets come to the fore. Get both elements right and you’ve got the...
Patrick Poke
Livewire Markets
Education

Don’t look for the needle in the haystack. Just buy the haystack.

Passive investing is becoming increasingly popular as more investors come to appreciate the liquid and cost-effective exposure it can offer in their portfolios and...
+1
Global X ETFs
Global X ETFs
Education

Defensive Equities: The best of both worlds

Surely few topics have had more column inches dedicated to them than discussions around predicting market peaks and troughs. This has become evident...
Christopher Dixon
Christopher Dixon
Cooper Investors
Education

10 medium to longer-term implications from the coronavirus shock

There has been much debate about the short-term economic and investment impact of coronavirus – on economic activity, unemployment, interest rates, house prices,...
Shane Oliver
AMP
Education

Clarity and Opportunity in a Covid-19 World

Collins St Value Fund Strategy Paper, May 2020 Written by Anton Lawrence - Chief Strategist Last month we were sitting, as we suspected, at the peak of the health...
Michael Goldberg
Collins St Asset Management
Education

A complete guide to LIC investing

There are now over 100 Listed Investment Companies (or LICs) and Listed Investment Trusts (or LITs) available for investors to choose from on the Australian Stock...
+1
Daryl Wilson
Affluence Funds Management
Education

Opportunity is ripe for active investors

The recovery we have seen in share markets since the low on 23 March 2020 has been the fastest rebound in history. Yet, the economic data has been dire with...
COH
QAN
Sinéad Rafferty
Fidante
Rapid Fire

Markets have got way ahead of themselves

The colossal bounce in global equity markets in the face of incredibly weak data has some experienced managers bracing for another leg down. Although equity markets...
APT
Alex Cowie
Alex Cowie
Education

Two consumer trends investors can't ignore

The Coronavirus Disease 2019 (COVID-19) is having a profound effect on people’s lives and livelihoods all over the world. This global public health emergency has...
Michael Cook
Lazard Asset Management
Buy Hold Sell

Buy Hold Sell: 5 value stocks set to prosper in a bear market

Value stocks have been long forgotten. But during this bear market, will they be remembered by investors and come back into vogue? In this episode of Buy Hold Sell,...
JBH
+2
Buy Hold Sell
Livewire Markets
Education

Understanding nuances of renewable versus traditional infrastructure

Renewable infrastructure possesses several similar characteristics to traditional infrastructure, most notably the defensive nature and the diversified role it can...
Sam Reynolds
Octopus Investments
Education

‘Retirement trapped’: Australian retirees at high risk of COVID-19 fallout

Australian retirees are most at risk from the fallout of COVID-19, which is distorting perceptions, changing consumer behaviour and testing the mental fortitude of...
Betashares .
Betashares
Education

Bulls outnumber bears 4-to-1

Amid a pandemic that’s set to surpass 4 million infections, sink the global economy into deep recession and saddle taxpayers with a generation’s worth of debt, most...
Livewire Exclusive
Livewire Markets
Education

The Upside of Time in the Market

“Time in the market beats timing the market – almost always.” - Ken Fisher The idea of being able to time the market is emotionally appealing. After every significant...
Michael Massey
Koda Capital
Education

5 golden rules for capital raisings

National Australia Bank’s move to go cap-in-hand to shareholders has tipped coronavirus-induced equity raisings on the ASX well past the $10 billion milestone. For...
COH
+2
Vishal Teckchandani
Livewire Markets
Education

Why super and growth assets like shares have to be seen as long-term investments

This is an update of a note I wrote last November, but after the recent plunge in shares and the associated 10% or so loss in balanced growth superannuation funds...
Shane Oliver
AMP
Education

The Upside of Minimising Downside

Following on from my recent note “The Upside of Diversification” (available on the Koda Capital Insights page here), I want to now turn to a related theme that is also...
Michael Massey
Koda Capital
Education

Unintended Consequences of Government Policy

This last month or so has been a particularly challenging period for a lot of market participants. As a fund manager, volatility spikes can be disconcerting especially...
BGA
GNC
+2
Anthony Aboud
Perpetual Asset Management (Australia)
1526-1550 of 1937