To successfully ride (and take advantage of) short-term sentiment in equity markets, investors need to understand that there are two fundamental, yet intrinsically linked processes, which must operate in tandem to achieve long-term outperformance. Show More

This time last year, we outlined our positive view on Corporate Travel Management (CTD) at Livewire Live. At the time, it had a large and growing short interest position, but we believed the market was not valuing the long-term opportunity appropriately. Show More

If you are among the many Australians paying a mortgage, lower for longer probably sounds like good news when it comes to interest rates. But if you are a business owner or CEO seeking to grow your business, your earnings, and your profits, low rates and low inflation are not... Show More