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

Funds

$1 trillion of new mine investment needed

Today’s macroeconomic settings are increasingly supportive of commodity prices, with the impact of enormous fiscal programs globally and the rising threat of inflation...
A4N
+4
Michael Houghton
Lucerne Funds Pty Ltd
Funds

Greenwashing your portfolio: what to do with dirty stocks

Critics of cancel culture rejoice - there's a case for holding on to your stocks through a growing decarbonisation trend. It's not enough to just throw your dirty...
Mia Kwok
Mia Kwok
Livewire Markets
Funds

John Hempton - Mass Mania

John comes back onto Inside The Rope to highlight his views of the market, including the current volatility and headline-grabbing trades such as the Gamestop short...
David Clark
Koda Capital
Funds

The impact and recovery of LMIs from the COVID-19 downturn

This month we take a look at the impact and recovery of listed managed investments (LICs and LITs) from the COVID-19 downturn in 2020. 2020 was certainly a...
+80
Claire Aitchison
Independent Investment Research
Funds

Chris Cuffe - Among giants: A pioneer of Australian funds management

In this episode, David speaks with Chris about his current roles and background to date, in addition to how to pick fund managers along with how investors can use...
David Clark
Koda Capital
Funds

Income should be predictable even when markets aren’t

The decline in dividends and other traditional sources of investment income has made it hard for investors to find the income they need without taking on too much...
PIMCO .
PIMCO
Rapid Fire

5 key lessons on investing in emerging companies

Following the strong run in equity markets in the second half of 2020, finding publicly listed growth companies trading at reasonable valuations has become...
Patrick Poke
Livewire Markets
Funds

Australian 'Microcap Fund of the Year 2020'

Before we get into the year award's for microcap fund of the year, I wanted to talk through the microcap fund manager review for Q42020. After a sustained period of...
+5
Mark Tobin
Coffee Microcaps
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...
Livewire Exclusive
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
726-750 of 984