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Education

Professional investors distill techniques to improve and simplify investing.

Buy Hold Sell

Opportunity or emergency? A guide to assessing capital raisings

In 2019, nobody would have expected the likes of Cochlear to hold a capital raising anytime soon, but in the midst of a severe and sudden collapse in earnings, they...
COH
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Buy Hold Sell
Livewire Markets
Education

The Upside of Maintaining Diversification

The phrase “diversification is the only free lunch in investing” is attributed to the Nobel Prize laureate Harry Markowitz. Investors accept this principle with few...
Michael Massey
Koda Capital
Education

Pandemic reminds investors of some basic risk management principles.

The intensity of news flow recently has made events that happened only days ago feel like they took place in the distant past, and recent history – months or...
Pengana Capital Group
Pengana Capital Group
Education

Magic money tree - QE & money printing and their part in the coronavirus economic rescue

Along with massive fiscal stimulus globally to deal with the impact of coronavirus shutdowns on the economy, the last month or so has also seen massive monetary easing...
Shane Oliver
AMP
Education

A template for successful investing during bear markets

Coronavirus, something which most of us had never heard of a few months ago, has quickly established itself as a defining event of our time. Economies around the world...
Luke McMillan
Luke McMillan
Ophir Asset Management
Education

5 tips to help investors refocus on retirement

The current COVID-19 crisis and its consequential economic and market impact represent the first serious challenge to the new generation of investors in retirement who...
Matt Reynolds
Matt Reynolds
Capital Group
Education

10 tips for investing in uncertain times

With all the volatility in markets at the moment, we have outlined 10 key principals to help investors keep their wits about them. #1: The benefits of regular...
Fidelity International
Fidelity International
Education

Six burning questions on investors' minds right now

COVID-19, the black swan event virus that heralded the end of the sharemarket’s longest bull run ever, has led to extreme volatility and some of the biggest market...
Sinéad Rafferty
Fidante
Education

Equity investors face mass dilution from supersized capital raisings

It’s open season for capital raisings and investors need to be on high alert. Investment banks are dusting off the playbook they used to scalp shareholders during the...
NXT
OML
WEB
Simon Connal
Ownership Matters
Education

The coronavirus pandemic and the economy - a Q&A from an investment perspective

Along with the horrible human consequences, the coronavirus pandemic is having a huge impact on the way we live and as a result investment markets. This has raised a...
Shane Oliver
AMP
Education

Now is the time to beat the fundies

Plenty of commentary has already been written about the economic impact of COVID-19. Whilst these opinions make for interesting reading and dinner table debate, they...
Lawrence Lam
Lumenary Investment Management
Education
Sponsored

Why now is the time for growth investing

COVID-19 is wreaking havoc on the markets, but the silver lining is that quality companies are available at attractive prices once again. The question though is how to...
Livewire Exclusive
Livewire Markets
Education

Every cloud has a silver lining

Every cloud has a silver lining and working at home has presented a few. I’ve learned that a 7am walk into the deserted countryside is a much better start to the day...
Tom Stevenson
Fidelity International
Education

3 benefits of investing in renewables

When constructing model portfolios, an allocation to direct renewable infrastructure may enhance portfolio outcomes due to the sector's unique and differentiated...
Octopus Investments
Octopus Investments
Education

Analysing US COVID-19 developments – New York tracking 6x worse than Italy

Investors are looking at the US COVID-19 data as a guide for when markets may settle down. Our view is that it’s going to be tough for markets to find a bottom until...
Gary Rollo
Montgomery
Education

Is coronavirus driving a recession, depression or an economic hit like no other? What does it mean for the bear market in shares?

Global and Australian shares have fallen well beyond the 20% decline commonly used to delineate a bear market. From their highs to their recent lows major share...
Shane Oliver
AMP
Rapid Fire

Don't let your portfolio get burnt

Devastating events such as the recent bushfires, which impacted approximately 80% of Australians in some way and charred ~20% of total forest cover in our nation, have...
Livewire Exclusive
Livewire Markets
Education

The denial is now clear

A key difference between the current economic and markets crisis and its forerunners, and why many people are finding this one so unsettling, is the association...
Tom Stevenson
Fidelity International
Education

COVID-19 Testing data – A Montgomery Analysis

Here at Montgomery we have been tracking COVID-19 testing data, rather than just cases alone. Our logic is that testing drives cases, and that case growth would...
Gary Rollo
Montgomery
Education

Growth investing: Thriving in a ‘winner takes all’ economy

It’s no secret that when economic conditions are favourable, most businesses are able to do well. Even portfolios containing average and low-quality firms may see...
Mark Arnold
Mark Arnold
Hyperion Asset Management
Collections

What to buy when everyone’s selling

March is shaping up to be one of the worst months on record for many equity markets as investors ran for the doors amid the COVID-19 outbreak. When every investor runs...
Patrick Poke
Livewire Markets
Education

Your #1 sources of investment ideas

Given the extreme moves in markets, investors want answers more than ever. We can see it in the traffic on our own website which has gone parabolic in the last month....
Alex Cowie
Alex Cowie
Education

Why the worst is behind China

Escaping the trade wars that defined the end of 2019, Asian markets were met with yet another challenge in 2020 – COVID-19. Asian markets took the hit from COVID-19...
Joohee An
Joohee An
Mirae Asset Management
Collections

Staying in control when the market’s going crazy

Covid-19 has sent markets into a tailspin. Even the calmest investors are breathing heavily as their watch stocks in their portfolio fall by double-digit percentages...
Patrick Poke
Livewire Markets
Expert Insights

The single biggest mistake you could make right now

In our 2020 Outlook Series, Simon Mawhinney of Allan Gray called it correctly with this idiom: “It’s the bus you don’t see that hits you”. While this is an apt...
Livewire Exclusive
Livewire Markets
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