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Discover listed and unlisted funds with expertise across the full spectrum of markets.

Expert Insights

One simple way to boost your portfolio's performance

Warren Buffett has famously been quoted as saying: “The first rule of investing is ‘Don’t lose money.’ The second rule? ‘See the first rule’.” This might seem...
Livewire Exclusive
Livewire Markets
Funds

Creating Alpha - Rajeev Gupta of Alium Alpha Fund

Rajeev Gupta of the Alium Alpha Fund joins David to discuss his career to date, the history of the Alium Alpha Fund, and the businesses that it invests in. In what...
David Clark
Koda Capital
Funds
Sponsored

Making your cash work harder

With short-term cash rates hovering just above zero, and unlikely to move higher for at least three years, expectations are that returns on short-term cash investments...
Schroders Australia
Schroders
Expert Insights

The 3 C’s of finding great fund managers

Buying high-quality businesses at reasonable prices and holding them for the long term is generally accepted to be the best approach for finding great stocks. But how...
Livewire Exclusive
Livewire Markets
Expert Insights

What should Australian portfolios look like in 2021?

The ‘average’ Australian portfolio in 2020 still looks remarkably similar to those of years, or even decades, earlier, says Anthony Murphy, Chief Executive Officer at...
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Livewire Markets
Funds

Inside The Rope - Israel throughout the pandemic

Justin joins David again to provide an update on the Ibex Israel strategy, a strategy that has returned 13.4% to the year ending November 2020 (in USD).Justin and...
David Clark
Koda Capital
Rapid Fire

Metrics: Where we see opportunities for lending

A desire to forge his own path led Andrew Lockhart from a 26-year career with National Australia Bank to strike out to form what is now one of Australia’s most...
Livewire Exclusive
Livewire Markets
Funds

Has there ever been a better time to buy unloved value stocks?

Which of the two Australian stock markets will you be invested in over 2021? The expensive one, trading on record multiples and very high expectations? Or the normally...
Dr Philipp Hofflin
Lazard Asset Management
Funds
Sponsored

Getting the active edge in your fixed income investments

You choose “active” management for equities, so why not fixed income? Actively managed fixed income strategies can add significant alpha, sometimes more than the yield...
Livewire Exclusive
Livewire Markets
Funds

Hindsight is a terrible thing

In 2003 I bought a million shares in a stock called Paladin (ASX: PDN) at 1.6 cents. I sold them two weeks later for 3.2 cents having doubled my money and pocketed...
FMG
ORG
OSH
+5
Marcus Padley
Marcus Today
Funds

How to ride the clean power surge

As natural resources equity investors, we believe the clean energy transition and its impact on materials demand should not be overlooked. This is a global, multi-year...
Daniel Sullivan
Janus Henderson
Funds

Shopping, travel, offices set for a roaring return

2020 has been anything but normal. We have lived through a global pandemic; survived enforced lockdowns; learnt to teach our children by ourselves; and have all became...
VCX
Jun Bei Liu
Ten Cap
Funds

Seeking new opportunities - Australian Venture Capital

David speaks with Paul Bassat of Square Peg Capital, a firm that invests in early-stage technology companies across Australia, Israel and South-East Asia, such as...
David Clark
Koda Capital
Funds

How to earn higher income for lower risk

When it comes to liquidity, Australian investors think inconsistently across their portfolios, especially in relation to where they source income. While most are...
Robert Mead
PIMCO
Funds

Why the “great rotation” is more than a one-hit wonder

In recent weeks, markets saw a shake-up off the back of positive news that included both a COVID vaccine breakthrough and Biden’s win in the US election. These events...
Joohee An
Joohee An
Mirae Asset Management
Funds

The megatrends driving alternative assets

Traditional alternative asset classes like infrastructure offer investors diversification benefits but these may be limited for a range of reasons. Dania Zinurova,...
Livewire Exclusive
Livewire Markets
Funds
Sponsored

Finding income in challenging markets

With short-term interest rates hovering just above zero, and unlikely to move higher for at least three years, quality income-producing assets can be hard to find....
Schroders Australia
Schroders
Funds
Sponsored

Green is the new black

The trend line is unmistakable: environmental, social and governance investing (ESG) is big—and growing. Between 2017 and 2019, ESG investing grew by more than a...
Livewire Exclusive
Livewire Markets
Funds

4 ingredients for a successful LIC

While most people likely think of Geoff Wilson AO as a stock picker, he freely admits to being “the old guy” who does “very little” these days – compared to his...
WAA
WAM
WAX
+4
Patrick Poke
A Rich Life
Funds
Sponsored

It’s time to put ESG investing into action

A turbulent 2020 has put a spotlight on environmental, social and governance (ESG) issues. From COVID-19 shining a light on corporate governance to high profile issues...
Livewire Exclusive
Livewire Markets
Funds

Volatility: Only a risk for the unprepared

“Risk-adjusted returns”. That’s one of the more common phrases you will see on fund manager websites. It is, after all, what we are all trying to do: maximise returns...
Steve Johnson
Forager
Funds

Chris Andrews - Returns from disciplined lending (La Trobe Financial)

In this episode, David speaks with Chris Andrews, the Chief Investment Officer at La Trobe Financial. La Trobe Financial manages a book of mortgage-backed loans on...
David Clark
Koda Capital
Funds
Sponsored

Investing in Israeli technologies

The Pengana Alpha Israel Fund invests exclusively in listed Israeli companies (trading either in the Israeli market or on any foreign exchange: mainly Nasdaq), skewed...
Pengana Capital Group
Pengana Capital Group
Funds
Sponsored

Multi-sector diversification key to boosting income returns

The historic balance between stocks and bonds is a fundamental building block of modern investment theory but it may be one that needs a rethink. With Australia now...
Livewire Exclusive
Livewire Markets
Funds

Innovative disruption: balancing disbelief with unlimited upside

Catherine Wood called the 2020 Tesla (TSLA) bull run, and her conviction in disruptive innovation remains strong still. The founder, CEO and CIO of ARK Investment...
Glenn Freeman
Livewire Markets
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