Alex Cowie

Alex has a decade in the production and distribution of research for financial institutions and investment publications. He supported Livewire at its launch before then joining the team as Editorial Director.

Expertise

The next twelve months for investors

Alex Cowie

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

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Key takeaways from Ray Dalio’s AMA

Alex Cowie

Often known as “The Steve Jobs” of investing, Ray Dalio is the owner of the world’s biggest hedge fund, Bridgewater Associates. Since inception, he has made over $50 billion for his clients, making Bridgewater the highest moneymaking hedge fund manager in the world. Last week, he held an open AMA... Show More

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Future Generation 2018: Stock idea snapshot

Alex Cowie

We heard from 11 of the market’s top fund managers yesterday at the Future Generation Investment Forum, with each offering at least one stock idea. If you missed it, we have summarised the key points from each presentation below and included the link to the recording. Show More

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The 20 most 'liked' wires this quarter

Alex Cowie

One of many slick features our talented dev team has built this quarter is a re-engineered ‘Trending' panel on our website. Their algo crunches data from clicks, likes, comments, and social shares (the button at the bottom-left of each wire), to create an ever-changing carousel of your favourite content. Show More

15 stocks to watch following reporting season

Alex Cowie

The chaos of reporting season makes a good case against markets being efficient. It will take weeks, if not months, to fully parse the recent data download of many hundreds of reports, and to also process views gleamed from the ensuing company roadshows. Reporting season can thus generate a long... Show More

UBS: Now is not the time to reduce exposure

Alex Cowie

Mark Haefele, the Global Chief Investment Officer at UBS penned a short note on the US market’s drastic pullback, calling for calm and suggesting it is not time to reduce exposure, not unless rates or inflation keep rising. Here’s his comment in full: Show More

equities inflation bonds dollar yields correction

A few highlights from our Summer Series

Alex Cowie

With most of the market back at their screens, Livewire’s ‘Summer Series’ has concluded and normal service now resumes until next Christmas. In case you missed it, we’ve pulled together some of the most ‘liked’ wires from the last 4 weeks... Show More

The ten most tipped stocks for 2018

Alex Cowie

When we asked you to suggest a stock tip in our 2018 Livewire reader survey, there were a few names that came up regularly. Drawing from the database of 2617 responses, here are the 10 stocks that readers tipped the most, with exclusive insights from our contributors for each one.... Show More

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The most ‘liked’ wires of 2017

Alex Cowie

It is hard to earn a ‘like’ from a Livewire reader: even with an audience close to 100,000, the most ’liked’ wire of 2017 had just 93 likes. So we follow this valuable signal closely to see what’s really hitting the mark! Of the almost 3,000 wires posted this year,... Show More

CIO Profiles

Announcing the winners of Livewire readers’ 2017 stock picks

Alex Cowie

It is time to call a winner on the Livewire 2017 outlook series stock calls. To recap, this time last year, we asked readers to participate in our survey, the final part of which was a stock pick. There were over 630 submissions, with more than 230 different stocks named.... Show More

ASX:A2M ASX:UPD ASX:KDR ASX:FDM

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Paul Moore: Don’t underestimate the magnitude of change ahead

Alex Cowie

I found this short video from PM Capital’s CIO, Paul Moore, really thought-provoking, and have pulled out a few quotes for you to highlight some points that jumped out (with full video below). These include a warning on rising rates, calling technology crowded, and the systemic risk from ETF's... Show More

banks etfs technology tech rates ASX:PGF

Fund managers, Readers and Sharesight users: Whose 2017 picks are leading?

Alex Cowie

At the end of 2016 we surveyed contributors and readers for their top stock pick for this year. Our friends at Sharesight polled their users too, and have just updated us on which of these three groups is in the lead… Show More

ASX:IMD ASX:LYC ASX:RFG ASX:ALU ASX:VOC ASX:A2M ASX:UPD

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Livewire readers' best performing stock ideas: The final quarter

Alex Cowie

At the start of each year, we poll our readers for their best stock idea as part of our Outlook Survey. With just one quarter to go, it’s time to check in to see which calls are leading, and hear what our contributors are saying about them. Show More

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15 wires that captured your attention

Alex Cowie

Livewire strives to give readers unparalleled access to expert investment ideas so that they can be more informed and achieve better investment outcomes. Here is a distillation of 15 such wires that really captured your attention this quarter. Show More

10% outperformance in 7 weeks

Alex Cowie

The ASX-listed stocks highlighted by some of Australia’s leading fund managers at the 2017 Future Generation Investment Forum in May have defied seasonal weakness, and on average now gained 8.8% in the 7 weeks since the forum. This puts this interesting basket of stocks more than 10% ahead of the... Show More

ASX:ILU ASX:MDL ASX:TLS ASX:RKN ASX:PWH ASX:AFY ASX:PMP asx:nbl

Livewire readers' Top 20 stock calls

Alex Cowie

It’s time to observe the halfway-mark for Livewire readers’ 2017 stock picks, nominated in December as part of our Outlook series. Read on to see the current top twenty, some recent contributor commentary on them, and the spreadsheet for the full list of 261 stocks with key metrics. Show More

Future generation stock ideas are outperforming

Alex Cowie

A cohort of Australia’s leading fund managers gathered at the 2017 Future Generation Investment Forum two weeks ago, each presenting their top stock idea. A clear trend is already emerging in the domestic stocks mentioned. While the broader market has pulled back 2.2% since the Forum, this group of stocks... Show More

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Fairfax: Tracking contributors' calls

Alex Cowie

The Fairfax journey has been well covered by Livewire’s contributors over the last six months, with some early positive calls for the stock. In this wire, we track the commentary starting last November when it was trading at just $0.79, through to yesterday's close at $1.14. Show More

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12 trade ideas from Sohn New York

Alex Cowie

The Sohn Investment Conference was held in NYC earlier this week. Bloomberg summarised the twelve trade ideas put forward by the market luminaries presenting, including Jeffrey Gundlach from DoubleLine Capital’s call to short the S+P500 and go long the iShares EM ETF, levered 100%. Show More

emerging markets tesla Trump frontier untied airlines dhx media

4 eye-opening charts from the RBA

Alex Cowie

Housing affordability is set to be a key item in tonight’s Budget and Philip Lowe, the RBA Governor, has delivered a timely speech addressing the RBA’s position on the issue. It was a calming message aimed at tempering concerns about rising household debt and the economic impact of a housing... Show More

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Very interesting wire, thanks Martin. It's good to see the latency in response to earning changes so clearly demonstrated.

On Markets Take Time to be Efficient -

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.

On The biggest biases for investors to overcome -

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...

On The Outlook for Global Growth -

Great call Coppo. The sector is up 25% since your last resources call here on Livewire: https://www.livewiremarkets.com/wires/31478

On Coppo: Resources are a BUY -