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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
Livewire Markets
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 of the Future

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
Funds

The road to recovery for AREITS

The global recovery post the pandemic remains uncertain with the fallout from the US election, US fiscal cliff, Brexit, and a COVID-19 second wave sweeping through...
Amy Pham
Pengana Capital Group
Funds

John Hempton - Where to from here?

John comes back onto Inside The Rope to revisit COVID-19 and discuss the things that Bronte Capital miscalculated at the beginning of the pandemic, along with what...
David Clark
Koda Capital
Funds of the Future

5 long term themes, 10 Funds of The Future

There's never been more interest in companies and funds that are focused on investing in growth, innovation, sustainability and impact. Investing in 'the future'...
Livewire Exclusive
Livewire Markets
Fund in Focus

Why a low-rate world means rethinking retirement

Planning for retirement is tough at the best of times but volatile investment markets and historically low interest rates suggest retirees are navigating particularly...
Livewire Exclusive
Livewire Markets
Collections

3 infrastructure ideas to power your portfolio

Water has always been fundamental to life, and electricity isn’t far behind as a staple of modern existence. Reliable internet access is creeping ever-higher on the...
Glenn Freeman
Livewire Markets
Funds of the Future

Don’t fall for a great story (find great investments instead)

It is not unusual for investors to be captivated by emerging technology but for Ted Franks from the Pengana WHEB Sustainable Impact Fund, the COVID-19 crisis has first...
Patrick Poke
Livewire Markets
Funds

Testing the ethics of impact investing

We are seeing an increased desire from investors to invest with impact; but is there sufficient integrity in the market? In the early years of Responsible investing -...
Ted Franks
Pengana Capital Group
Funds of the Future

Nick Griffin reveals his two best global growth opportunities

Stocks are supposed to go down in a recession, or at least that’s what conventional wisdom would tell you. But much to the amazement of many investors and...
Patrick Poke
Livewire Markets
Funds of the Future

4 themes and 4 funds for the next decade

In decades gone by, Australian investors invested in property, 'blue chip' Australian shares, and not much else. But that's all changed now, as we increasingly look...
James Marlay
Livewire Markets
Funds of the Future

Investors are embracing this emerging theme

A review of the oil and gas sector has led to the Alphinity Sustainable Share Fund rejecting all fossil fuels where clean and affordable solutions are available. Most...
BHP
FMG
+4
Glenn Freeman
Livewire Markets
Funds of the Future

One of the greatest growth stories remains under the radar

In a world hungry for growth, it seems odd that one of the greatest growth stories is being almost entirely ignored by investors. Despite boasting over 6 billion...
Patrick Poke
Livewire Markets
Collections

The investment case for planes, trains and automobiles

My drive into the Sydney CBD was a stop-start crawl of around 45 minutes in pre-COVID times – I’m now often parking the car 20 minutes after leaving. But the trip was...
Glenn Freeman
Livewire Markets
Funds

SPAC Capital Raisings

New investments in the Forager International Shares Fund were made at a rapid rate during the quarter. Two of them were thanks to the huge level of activity in the...
Steve Johnson
Forager
Funds of the Future

How to invest in 2 “forever” themes

Life can’t exist without water and modern life would grind to a halt without waste collection and recycling services, making them some of the most defensive investment...
Glenn Freeman
Livewire Markets
Funds of the Future

Backing innovators with more upside than Amazon, Microsoft and Apple

The horrific moment that triggered May’s mass protests across the US was captured by police body cameras, technology that Perpetual’s Thomas Rice in 2017 tipped would...
Glenn Freeman
Livewire Markets
Funds

Bonding over impact investing (Podcast)

David and George discuss how investors can invest ethically in the fixed income space.Impact investing allows investors to not only generate a financial return but...
David Clark
Koda Capital
Fund in Focus

How this market animal hunts stocks

For David Allingham of Eley Griffiths Group (EGG), investing isn’t about achieving some delicate balance of value or growth stocks. It’s all about finding amazing...
APT
+3
Livewire Exclusive
Livewire Markets
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