Australia reporting season kicks into 5th gear as results come thick and fast from now on, with Telstra, AMP, Suncorp among today's numbers. Also: George Soros compares the EU to the Soviet Union; Some creative accounting for NBN; the world's 6th biggest economy now in Trump's crosshairs; and cheap fuel... Show More
Through reporting season, we are publishing exclusive fund manager commentary on specific company results soon after they are announced. The pace really picks up from here, and we wanted to flag what is coming up so that you can be the first to know, because as Coppo recently pointed out,... Show More
Livewire readers submitted ~2500 stock tips in a survey we ran at the start of the year. We published the ’10 most tipped stocks’ and ’10 more of the most tipped’ off the back of the results. However, in this wire, we put our contrarian heads on and ask: ‘Which... Show More
The whole Livewire team is laser-focused on constantly improving your user experience, with relevant, readable content at the heart of that experience. To ensure the content keeps hitting the mark, we monitor a suite of data points. One we put a lot of weight on is the humble ‘like’ button... Show More
With markets more unpredictable than ever, I reached out to Hugh Dive at Atlas Funds to get his view of the year ahead. In this exclusive written Q&A, he shares three key considerations for investing in 2019, and one big risk investors are underpricing. Show More
Jeremy Grantham, Co-Founder and Chief Investment Strategist at US-based $75 billion fund, GMO, has some form in calling out bubbles. So it was notable that their asset allocation team argued in a recent note that the US market could be a bubble that is now in the early stages of... Show More
Last week we shared the ‘the ten most tipped stocks for 2019’ each of which received more than 1% of the ~2500 stock tips from readers in our recent survey. Today's wire looks at the next tier down: the stocks that got between 0.5% and 1.0% of tips. It’s an... Show More
In little over a year since launching The Rules of Investing podcast, Patrick Poke has published 28 podcasts with Australia’s best fund managers, hitting the iTunes top 10 on multiple occasions, achieving episodes with over 6000 plays, and racking up a cumulative 5.2 years of listening time. After such a... Show More
Equity indices everywhere were in the red last year, yet the three most tipped stocks from the 2018 Livewire reader survey, Afterpay Touch, CSL and BHP, all finished well in the black. They gained (excluding dividends) 107.7%, 31.0%, and 15.8% respectively, or 52% on average. While the order has changed,... Show More
One of the most engaging parts of my role at Livewire is working with Australian fund managers to discuss their views and bring you great content. With over 400 managers now contributing to the platform, overseeing the content can feel like being at the epicentre of the market. Show More
The last four months of 2018 were brutal for investors everywhere. October was particularly painful, with most managers off by -5 to -10%. So it caught my eye when I saw one posting +7% for October. This same fund has finished CY18 up 42.9%. Show More
With only a few weeks left of the year, it’s time to check in on the leaderboard for the stock calls in Livewire's 2018 survey. It’s been a terrible year for equities, but there a few outliers bucking the trend. Show More
On Thursday, we heard from some of the market’s top fund managers at the Future Generation Investment Forum, with each offering their best stock idea. If you missed it, we have summarised the key points from each presentation below and included a link to the recording. Read on for insights... Show More
As a provider of asset allocation advice to fund managers and advisors, Brad Matthews provides an expert view of the big picture for each asset class. Weeks before 'Red October', Brad gave Livewire readers an explicit early warning in his wire offering ‘Three reasons to lighten your equity exposure'. Show More
With the 10-year US touching 3.24%, we have revisited a Buffett interview from earlier this year, discussing the impact of rising rates, as well as offering a timely reminder to stick to fundamentals during volatile times. Read on for the transcript with video. Show More
Warren Buffett once said: “When I see memos from Howard Marks in my mail, they’re the first thing I open and read. I always learn something.” Earlier this week, Marks held an AMA (ask me anything) for investors. Here are some of the key takeaways of this dialogue with one... Show More
Platinum Asset Management’s Founder Kerr Neilson is a fund manager who needs no introduction. Kerr recently sat down with Platinum's Julian McCormack to discuss timeless investment principles, the big issues today, and what he’s excited about ahead. We have prepared the following transcript for you, with a link to the... Show More
If you were to analyse every major debt crisis in the world over the last 100 years, what would you learn? What patterns would emerge? Well Ray Dalio, the founder of the best performing hedge fund in the world has done just that. Show More
The intraday price response to a result that beats (or misses) expectations is often just the start, and prices can trend for weeks after. So keep your eyes on the Livewire website for first-to-market fund manager commentary on results from 30 stocks of interest through August reporting season. Show More
What does the new financial year hold for investors? We asked a panel of nine respected managers from across the markets for the 5 key issues for FY19. Read on for the key points of their analysis on LICs, small caps, big caps, income, fixed interest, growth, global, Asia, and... Show More
Hi Troy, The chart is only available to Brad's clients, so we are not able to publish it here.
If low rates support higher valuations for long-duration assets like growth stocks, then is the breakout in bond rates the long-awaited catalyst for the switch back to value?
good to have you back James, and with a podcast too!
Very interesting wire, thanks Martin. It's good to see the latency in response to earning changes so clearly demonstrated.
Great resource, thanks Robert
Interesting points, thanks David. Not getting caught up in media and market noise is I think one of the biggest biases, and one we are all susceptible to daily. Addressing points 2 and 3 are more achievable with the right investment strategy.
Great wire Dean, thanks for posting. It's a very interesting theme. The speed with which we move to driverless EVs may catch many off guard.
Great picture Dean! How was the jump?
Thanks for a great summary with CE's charts Romano. Aussie Dollar will be crushed if we go down another 50bps and the Fed goes up another 200bps...
Great to have you back again Mathan
Thanks Gavin ... What are your thoughts on cobalt. Another big mover post-election.
Thanks Gavin. Uranium looks a bit like coal this time last year. Any insights as to why PDN moved strongly last week?
Thanks for the report Nick, and Welcome to the platform.
Great summary, thanks Miles.
I'll pass that on to Tim for you Andrew. Did you see his other videos? https://www.livewiremarkets.com/wires/33796
Great call Coppo. The sector is up 25% since your last resources call here on Livewire: https://www.livewiremarkets.com/wires/31478
Hi Fred, thanks for highlighting Amaya. I missed that one! I'll see if I can source some research on the offer.
Great article, thanks for contributing Romano.
Nice work Chad. This is a must read.
That chart on sticky CPI is startling Jordan - given how low inflation expectations are...
Great wire, thanks Don
Thanks Jordan. Also like the portfolio required for 7.5% yield.