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Livewire Exclusive

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

Finding growth in private markets

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Investors have traditionally turned to the share market for growth, but with the ASX 200 still sitting well below its pre-GFC highs, alternative investments are becoming increasingly popular. From less than 5% of the industry in ’97, alternative assets now account for nearly 20% of funds under management. Show More

The most crowded trades on the ASX

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A crowded trade appears when so many investors are positioned similarly that liquidity becomes a problem. Bitcoin is the obvious choice globally, but we wondered where the most crowded trades were on the ASX. To find out, we put the question to Greencape Capital, NAOS, and Market Matters. Show More

Unsung heroes of the income investor

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Woolworths, BHP, and Telstra have cut dividends in recent years, and the long-term sustainability of dividends from other leading stocks is under scrutiny. So Livewire asked three experts to share an example of a company that offers diversification away from ‘traditional’ income stocks - and provides a sustainable yield. Read... Show More

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Are Caravans cool again?

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It’s no secret that consumers around the world are getting more physically active. In the past, companies like Nike, Under Armour, and Lululemon have been the major beneficiaries of this trend, but rising valuations have presented enormous opportunities in other, less likely areas of the market. Nick Griffin, Chief Investment... Show More

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Highlights and let-downs from small-cap reporting

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It’s been a pretty ordinary decade for the ASX Small Ordinaries Index, which remains more than 30% below its 2007 peak. However, it’s a market that’s ripe for producing alpha; according to Lonsec, all but one of the small cap managers in their coverage outperformed their benchmark over five and... Show More

Telstra: Dog or darling?

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The old saying goes; ‘there are two sides to every trade’, but in the case of Telstra, we have three. In this second part of our equity income series, we take a close look at Telstra following the announcement of the upcoming dividend cut, and the associated share price fall. Show More

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The ASX dividend dilemma

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Telstra and the banks are mainstays of any Australian income-focused portfolio and make up nearly half of the dividends paid out by ASX companies in FY17. However, all five are down year-to-date, and Telstra recently announced an approximately 30% cut to its dividend. Show More

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An eclectic mix of five global picks

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It is hard to find value in the Australian market, and harder to find truly world-class companies leveraging global trends. So, some of the smartest investors in the market are investing offshore to achieve this. A few months ago, Livewire asked five global specialists for their best stock idea at... Show More

Ideas for an electrified future

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Technological, environmental, and political changes could result in the commodities sector changing significantly in the coming decades. Following our recent discussion of the major commodities and mega-cap miners, we asked our contributors to look into the future and tell us about the commodities that will matter most. Show More

All i's on Apple

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Apple will soon usher in the 10th anniversary of its hallmark product – the iPhone. The device has revolutionised the way we communicate since its introduction in 2007, and provided a major catalyst to Apple becoming the biggest company in the world. Later today, Apple will hold one of their... Show More

The mining recovery: Myth or reality?

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Commodity prices have surged in recent months, and resource stocks have followed. Has the last pocket of value in the market been discovered, or is this rally overdone? Livewire reached out to three specialists for their view on key commodities, and the mega-cap miners that produce them. Show More

VGI Partners Global Investments Limited IPO now open

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VGI Partners, which was founded by Robert Luciano in 2008, has three key tenets; capital preservation, superior long-term compound growth, and concentration. Since inception in 2009, the VGI Partners Master Fund has generated a compound annual return of 14.6% p.a. to June 2017. Show More

The question every boardroom is discussing

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All over the world, company boards are asking themselves the same question: ‘What is our digital strategy?’ Bricks and mortar retailers are aggressively exploring online avenues to compete with the likes of Amazon. But it’s not about price, it’s about delivery. Nick Griffin, Chief Investment Officer at Munro Partners explains:... Show More