Fund Manager Q&A
Alex Cowie

The global natural resources sector, including mining and energy as well as agriculture, is about four times bigger than the entire Australian equity market. Sifting through this massive and diverse universe for opportunities is Daniel Sullivan, Co-Head of Global Natural Resources at Janus Henderson Investors. In our recent Q&A, Daniel explains... Show More

Equities
Alex Cowie

Some of the industry’s leading fund managers took to the stage today as part of Future Generation’s Investment Forum, with each manager sharing their top stock idea for the year ahead. If you were unable to tune in, you can watch this valuable series of snappy presentations here, alternatively, I... Show More

Fund Manager Q&A
Alex Cowie

With the climate of political polarisation, an unprecedented shift in monetary policy, and trade wars all impacting markets globally, you need a safe pair of hands to navigate increasingly volatile global equity markets. In this exclusive Q&A, we chat with Peter Rutter, Head of Global Equities at Royal London Asset... Show More

Fund Manager Q&A
Alex Cowie

During his recent visit to Sydney, Kevin Charleston, Chairman, President and CEO of Loomis Sayles & Company, a Boston-based asset manager with $250 billion under management, sat down with us to discuss his career and Loomis Sayles. During our conversation, Kevin offered his perspective on the key investment themes for... Show More

Equities
Alex Cowie

With the Easter and Anzac period upon us, for some holiday reading, we’ve rounded up and summarised a baker’s dozen of the top wires of 2019 so far, including some of the most popular stock ideas, fundie interviews and big picture wires. 3 unmissable fundie interviews If you missed it, in... Show More

Equities
Alex Cowie

We recently reviewed the ten most tipped stocks, which are leading the market by 17% so far this year. However, there was a second crop, the ‘ten more’ most tipped stocks (i.e. in positions 11-20)… So, how is this group tracking so far? This list included Jumbo Interactive and Nearmap, which... Show More

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 -