Last time we heard from Wilson Asset Management's Lead Portfolio Managers, the mood was decidedly bearish. We were in the midst of a correction, and they, like many others, were questioning whether it was ‘the big one’. Fast forward six months, and the mood has picked up. What’s changed? According... Show More

The Buy Hold Sell segment is the most popular series on Livewire. What’s not to like? Duelling fund managers giving their views on five stocks in a lively and informative format. But have you ever wondered which fundies have the best record on the show? We’ve been running the series... Show More

More than 50% of LICs on the ASX are currently trading at a discount, including more than 30% trading at a discount of 10% or more. Geoff Wilson AO, Chairman and Chief Investment Officer of Wilson Asset Management, says that buying LICs at a discount is like “a real-life Boxing... Show More

Labor’s proposal to scrap franking credit cash rebates has been one of the most divisive and important topics of debate for Livewire readers. Earlier this week Geoff Wilson AO, Chairman of Wilson Asset Management, made his case for preserving the existing system. Here are the key points delivered in his... Show More

Over the last decade shareholders have been asking us to establish a listed investment company (LIC) that provides exposure to undervalued international growth companies selected under the Wilson Asset Management investment strategy. Show More

When the market hit the 5000 mark for the first time since the global financial crisis in early 2013, it spurred me to plan the launch of the first listed investment company to provide investment and social returns. Show More

Financials are at a crossroads. On the one hand, banks and insurance companies are set to benefit from recovering global growth and higher interest rates. However, many financials face increasing competition from fintech disruptors, often backed by the world’s largest technology companies such as Alipay, Apple Pay, and Ant Financial. Australia... Show More

There was a time when Telstra was a staple of almost every Australian investor’s portfolio. Stable earnings and a big fully-franked yield meant that it never had problems attracting buyers. Things are different now. After cutting its dividend in August, Telstra is now down >30% year to date. In the latest... Show More

In this episode of Buy Hold Sell Matthew Kidman from Centennial Asset Management asks Geoff Wilson AO from Wilson Asset Management and Charlie Aitken from Aitken Investment Management for their views on some of the big names in Mining & Energy. Resources have performed well as recovery and reflation increasingly becomes... Show More

It was Monday, 19 October 1987, and I thought the world of finance was ending. I remember the feeling like it was yesterday. I was a 29-year old stockbroker, living and working in New York, witnessing the biggest market meltdown since the crash of 1929. Show More