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Professional investors distill techniques to improve and simplify investing.

Education

Quiet day from an index perspective but huge moves at the stock level

Reporting hit a peak today with around 35 companies out with results and once again, we’ve had some significant moves across the market. From what I can see 25 large...
+5
James Gerrish
Market Matters
Education

The only certainty in investing is uncertainty

Donald Rumsfeld famously called them ‘known-unknowns’ - things we sense are important but don’t fully understand and cannot predict. Bob Dylan put it well, too, when...
Tom Stevenson
Fidelity International
Education
Sponsored

The Future of Active ETFs has landed

ActiveX is series of actively-managed Exchange Traded Funds that have been created by Fidante Partners to provide easier access to the strategies of some of...
Livewire Exclusive
Livewire Markets
Rapid Fire

Podcast: Investing in Global Disruption with Jeff Cole

This week’s guest on the podcast is Jeff Cole, Founder and Director of The Center for the Digital Future, and a member of the investment committee for the E&P Global...
The Rules of Investing
Livewire Markets
Education

How to assess management before buying shares

Management is a key factor in a stock's success. Given the relatively nimble nature of small to mid-cap companies, these businesses are particularly exposed to the...
Catriona Burns
Wilson Asset Management
Education

Active ETFs and Vegemite

Active exchange traded funds (ETFs) are a great Aussie invention for investors as well as being a global leading product. They combine the benefits of active fund...
Chris Meyer
Pinnacle Investment Management Limited
Education

Finding security in a time of volatility

The last four months have been especially testing for investors. Many might now be thinking the best destination for a chunk of their portfolio is a biscuit tin buried...
Mark Mazzarella
Dexus
Education

A look back on the 1929 crash

In my last blog, I provided an overview of Vega Capital’s model for identifying and pre-empting recessions in the United States. Last Thursday (at WeWorks Martin...
Scott Shuttleworth
Scott Shuttleworth
Vega Capital
Rapid Fire

Cooper reviews the Cooper Review

10 years ago, Jeremy Cooper, now Chairman of Retirement Income at Challenger, chaired the Federal Government’s Super System Review, commonly known as the Cooper...
CGF
The Rules of Investing
Livewire Markets
Education

The opportunity that's consistently overlooked

Hans Rosling was a Swedish public health researcher who died of pancreatic cancer in 2017. He launched a website called www.gapminder.org and posthumously published a...
Paul Wylie
Paul Wylie
Mason Stevens
Education

5 pieces of investment advice from the late Jack Bogle

The investment industry lost one its pioneers earlier this month with the passing of Jack Bogle. He is widely seen as having changed how ordinary people invest their...
Marcus Tuck
Marcus Tuck
Mason Stevens
Education

Screening for winning Fund Managers, while removing the duds

It has been an incredibly ugly period for funds management in recent months, albeit a very informative one for their investors. Unfortunately, the market environment...
Jerome Lander
WealthLander
Education

Klarman: A buying opportunity (but not for the faint of heart)

Seth Klarman, CEO and Portfolio Manager of the US-based hedge fund, Baupost Group, has been touted widely as “the next Warren Buffett”. The nickname The Oracle of...
Patrick Poke
A Rich Life
Education

12 books for serious investors

I explicitly began my investing education by reading what is considered the bible to value investors: Security Analysis by Benjamin Graham. To be honest, I couldn't...
Emanuel Datt
Datt Capital
Education

The New Abnormal for Portfolio Management

The market environment has changed. Yet most advisers’ portfolios have not. They may want to adapt fast if they want their clients better suited to the new market...
Jerome Lander
WealthLander
Education

12 outstanding investment books

Over the years I've read a lot of books on investing, many of which are on, or by, the great investors. I'm constantly revisiting these books as they provide a...
John Garrett
MA Financial Group
Education

10 key messages for investors

Financial markets can be subject to periods of event-related volatility during which investor confidence can be significantly undermined. Here, we provide 10 key...
Fidelity International
Fidelity International
Education

Dissecting the fear-to-fact ratio: A case of irrational markets?

It was only mid-November when the US and Australian 10 year government bond yields nudged 3.24% and 2.76%, respectively, and local markets were pricing in no chance of...
Frank Uhlenbruch
Frank Uhlenbruch
Janus Henderson
Rapid Fire

7 questions with Roger Montgomery

For two years now, Roger Montgomery has been warning investors of a pending housing crash. While these claims were initially met with scepticism, as the data has...
ALU
AMP
+14
Livewire Exclusive
Livewire Markets
Rapid Fire

Quickfire Q&A with the fundie up +42.9% in 2018

The last four months of 2018 were brutal for investors everywhere. October was particularly painful, with most managers off by -5 to -10%. So it caught my eye when I...
Alex Cowie
Alex Cowie
Expert Insights

The biggest lesson from 35 years of investing

Working on a trading desk in the City of London on Black Monday 1987, David Polak from Capital Group felt the world really was falling apart. But nearly 31 years...
Livewire Exclusive
Livewire Markets
Rapid Fire

Quickfire Q&A with Ben McGarry

As volatility has picked up in recent months, many investors who thought they were protected in a down-market have quickly discovered otherwise. Asset consultants have...
AMP
GEM
+5
Patrick Poke
A Rich Life
Education

Forager’s 2018 Book Recommendations

Every year I intend to publish our annual book recommendations sufficiently early for those seeking gift ideas. But every year, the list gets cobbled together in a mad...
Gareth Brown
Forager
Rapid Fire

Chris Stott: One last call

At age 37 Chris Stott has called time on his investment career at Wilson Asset Management. Given the current state of markets I took the opportunity to have one final...
APT
+5
James Marlay
Livewire Markets
Education

Druckenmiller: Why I’ve gone back to equities

Stanley Druckenmiller is one of the most accomplished macro traders the world has ever seen. He worked closely with the legendary trader George Soros at the Quantum...
Patrick Poke
A Rich Life
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