Volatility is a fact of investing in financial markets. But rather than working against it, Bill Pridham, Co-Portfolio Manager at Ellerston Global Investments, says that savvy investors can make volatility work in their favour. For businesses whose earnings are not linked to the economic cycle, market volatility can provide an... Show More

Investors looking for a professionally managed exposure to global natural resources will soon have a new investment option on the ASX. Last week Tribeca confirmed that the IPO for Tribeca Global Natural Resources Limited had exceeded the minimum subscription with the offer surpassing $100 million. Show More

This bull market is now one of the oldest on record, yet reasons to be wary of it are growing. We sat down with Matthew Haupt, Portfolio Manager at Wilson Asset Management to get his perspective on how much longer investors have left to make hay. Show More

The list of problems facing Telstra is well known: falling revenues as the NBN rolls out, and declining market share in mobile. As the payments from the NBN begin to roll-off, some have questioned whether Telstra can even maintain its reduced dividend. But it’s precisely this negativity that caught the... Show More

As the old saying goes; “one man’s trash is another man’s treasure”. And nowhere is this truer than the sometimes-scary world of deep value and contrarian investing. Some of the stocks mentioned here have fallen 80% or more from relatively recent highs, and have fallen off the radar of index... Show More

Dr Don Hamson from Plato Investment Management is always on the lookout for the best income opportunities from equities. His research suggests that there has been a 40% increase year on year for the dividends being paid out from the resources sector. Show More

Regulation and reform has tightened lending in the natural resources sector by the banks. The result is less competition in this niche, increasing the opportunity for specialist operators such as Tribeca to provide credit to high-quality resource developers and producers. Show More

In Australia today, growth is forecast to be around 2.5%, commodity prices are stable, jobs are strong, and inflation is low and stable. But in the background, risks are rising, explains Chris Rands from Nikko Asset Management. Show More

10 years into the recovery, and with valuations close to or at historical highs, there’s little denying that we’re getting late in the cycle. However, Amit Lodha, Portfolio Manager at the Fidelity Global Equities Fund, says that valuations are only half the story. Show More

Very few activities in life are both worthwhile and easy, and investing is no exception. While jumping on the latest high-flying momentum stock might win you the support of your friends and colleagues, such a strategy is unlikely to be profitable long-term. Show More

After a chance meeting with legendary stock picker, David Paradice, today’s guest, Kevin Beck, joined Paradice Investment Management to head up their successful Global Small Mid Cap Fund in 2010. Shunning the traditional labels of ‘value’ and ‘growth’, their approach follows the ‘Growth at a Reasonable Price’ philosophy that draws... Show More

If you can find a cheap stock in this market, are you buying value or buying a value trap? In this video, Warryn Robertson, Portfolio Manager at Lazard Global Equity Franchise lists the key metrics in this decision, and flags what he sees as the biggest structural value trap in... Show More

Mergers and acquisitions activity has picked up in the last 12 months, as sentiment has finally allowed more deals. Luke Cummings, CIO at Harvest Lane Asset Management, explains that M&A tends to increase later in the cycle as confidence is essential for successful deals. But where will the next one... Show More

10 years into a bull market, and with most major indices showing triple-digit percentage gains from their lows, finding value is tough. Compounding the challenges, ‘value stocks’ by the traditional definition have underperformed throughout this period. Despite this, some value investors are still posting outsized returns. If history is any... Show More

Supply and demand dynamics are a key driver of long-term commodity prices. Recent examples of supply side disruption in both thermal coal and zinc have resulted in both of those commodities doubling in price. Show More

When a triple-B-rated utility company issues a 3-year bond at a negative yield, perhaps it’s time for the credit cycle to call last orders at the bar? Gopi Karunakaran, Portfolio Manager at Ardea Investment Management flags some late-cycle behaviour, and warns of an imminent structural shift. Show More

When looking for potential problems in a company, the first place to look is the balance sheet. Amit Lodha, Portfolio Manager at the Fidelity Global Equities Fund, says that when looking for problems in the equity markets, investors should watch the markets’ ‘balance sheet’ – fixed income markets. Show More

We recently conducted a survey asking readers, “What's the biggest challenge you face when it comes to investing?” One common response was: Knowing who to invest with - and why. Learning about funds, and finding out what makes them different, is part of our role at Livewire. It’s often not... Show More

There are no free lunches in finance, but for Australian investors, franking credits can be the next best thing. Luke Cummings, Chief Investment Officer at Harvest Lane Asset Management, says that many M&A transactions are structured to include a fully franked dividend as part of the headline price. Australian investors... Show More

Tribeca Investment Partners has launched the IPO for a new Listed Investment Company offering access to the $9 trillion global natural resources sector. Show More