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Education

Professional investors distill techniques to improve and simplify investing.

Expert Insights

Benefiting from bad news

One of the most fundamental principles of capitalism tells us that large am ounts of competition drives down returns. Investing is no different. Justin Koonin,...
Livewire Exclusive
Livewire Markets
Education

Five myths of diversification

Diversification is one of the basic principles of finance, but it’s also often misunderstood. As one of the few genuine ‘free lunches’ in finance, it’s worth busting...
abrdn .
abrdn
Expert Insights

Turn a threat into an opportunity

‘Economic moats’ allow companies to maintain their competitive advantage, so are essential for long-term profitability, but also for responding to a structural threat....
CPU
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Livewire Markets
Rapid Fire

10 questions with Chris Prunty from QVG Capital

Small companies continue to attract attention from investors while large caps deal with sector specific and macro headwinds. I took the opportunity to fire 10...
AMI
James Marlay
Livewire Markets
Education

The hardest part of being contrarian (& how to deal with it)

Very few activities in life are both worthwhile and easy, and investing is no exception. While jumping on the latest high-flying momentum stock might win you the...
+1
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Livewire Markets
Rapid Fire

The Rules of Investing: What makes a good business?

After a chance meeting with legendary stock picker, David Paradice, today’s guest, Kevin Beck, joined Paradice Investment Management to head up their successful Global...
CPU
Livewire Exclusive
Livewire Markets
Expert Insights

The biggest structural value trap today

If you can find a cheap stock in this market, are you buying value or buying a value trap? In this video, Warryn Robertson, Portfolio Manager at Lazard Global Equity...
Livewire Exclusive
Livewire Markets
Education

Timing is everything

Timing is everything. This fact of life is true with just about every decision we make. Many investors believe timing the market is everything. Selling out of equities...
Patrick Hodgens
Firetrail Investments
Education

Buffett’s late cycle strategy

We’ve heard a lot from investors around the world about late-cycle investing in recent times. The consensus tells us that the end of the bull market is not too far...
Patrick Poke
A Rich Life
Expert Insights

Where the bush fires start

When looking for potential problems in a company, the first place to look is the balance sheet. Amit Lodha, Portfolio Manager at the Fidelity Global Equities Fund,...
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Livewire Markets
Education

5 investment lessons that stand the test of time

Claudia Huntington, a veteran portfolio manager at Capital Group, reflects on her 45-year career analysing companies, issues and trends in the investment industry and...
Paul Hennessy
Capital Group
Education

How to fix Financial Services

It ain’t over yet. Round 6 of the Financial Services Royal Commission, set for September, is going to focus on insurance. An investment in the Forager Australian...
AMP
Steve Johnson
Forager
Expert Insights

The perfect deal and how to find it

An unconditional offer is the holy grail of mergers and acquisitions, but such deals are rare, says Luke Cummings, CIO at Harvest Lane Asset Management. In this short...
Livewire Exclusive
Livewire Markets
Rapid Fire

The three ingredients of successful investing

Scott Haslem started his career in 1991 as an economist working alongside the likes of Glenn Stevens and Bernie Fraser at the RBA. Today he is the Chief Investment...
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Livewire Markets
Expert Insights

Stacking the odds in your favour

When looking for mispriced opportunities, it’s important to separate what a company says from what it actually does. Simon Shields from Monash Investors Limited...
APT
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Livewire Markets
Expert Insights

Make the hard decision

Even Warren Buffet only gets 6 out of 10 calls right. So investors of all stripes should be prepared to respond appropriately for the calls they will get wrong. In...
Livewire Exclusive
Livewire Markets
Rapid Fire

The Rules of Investing: A bright future for growth investing

For decades, traditional wisdom held that value investing is the only way to outperform, and with good reason. Until the GFC, value had outperformed growth in all but...
Livewire Exclusive
Livewire Markets
Education

Screening out the noise

If there’s one thing the market’s not short of, it’s noise. With newsreels looking for a quick sugar hit, it’s easy to get clouted in the latest headlines. For...
Alva Devoy
Alva Devoy
Fidelity International
Rapid Fire

Airlie: Finding quality at the right price

Emma Fisher's Grandfather introduced her to investing when she was just 19. With $500 from her part-time job at Woolies, she bought a parcel of QBE shares. Constantly...
BXB
CSL
+3
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Livewire Markets
Education

A Case for Concentrated Investing

It is our view that concentrated portfolios offer superior risk-adjusted returns over the long term. In this piece, we put forward the rationale for a concentrated...
NAOS Asset Management
NAOS Asset Management
NAOS
Buy Hold Sell

Global investing: Is the grass really greener?

ABS data recently showed that global investing flows have overtaken those for local investing. With the ASX lagging global peers for the last decade, it’s not hard to...
Livewire Exclusive
Livewire Markets
Expert Insights

IPOs: Sorting the winners from the losers

The average return on new listings in 2017 was over 60%. Having some exposure can add to your returns, but there are plenty of landmines to avoid. Cyan is active in...
MMM
+2
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Livewire Markets
Education

Where the market’s got it wrong

Expectations are critical in investing, and at no time is their importance higher than during reporting season. Even a strong result can see a stock price tumble if it...
BLD
BXB
+10
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Livewire Markets
Education

The Deals of Warren Buffett | A Chapter by Chapter Summary

A chapter by chapter summary of The Deals of Warren Buffett Volume 1, The First $100m by Glen Arnold. The book describes the key investment lessons learnt by Warren...
Robert Miller
NAOS
Education

How to identify a sustainable dividend

For the income-focussed equity investor, there are few things that strike fear into the heart more than a dividend cut. The capital losses alone can destroy years of...
MTS
TCL
+1
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Livewire Markets
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