Expert Insights

3 undervalued micro caps and the secret to finding them

Smaller companies and micro caps can continue to perform well in a challenging environment, including one as fraught with risk as we face now, says Karen Towle, the...
PPL
Ally Selby
Livewire Markets
Expert Insights

Ingredients for a sustainable investing edge (Hint: forecasting inflation isn’t one)

Australian Ethical's Australian Shares Fund has comfortably outpaced the Small Ordinaries Index over rolling three-, five- and 10-year periods. In this video,...
PXA
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A multi-trillion-dollar opportunity: 1 theme and 2 stocks on 4D's radar

Australia alone is set to pour more than $15 billion into roads and railways, power grids, waterworks and communications infrastructure over the next decade. But this...
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How the right kind of healthcare stock can boost your portfolio

The healthcare sector has dominated the news cycle thanks to the COVID-19 pandemic. But while almost everyone has the big drug conglomerates such as Pfizer etched in...
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Livewire Markets
Expert Insights

Because even “safe” stocks are risky: 7 steps to help spot red flags

Investing involves risk. This is true of any investible asset, whether they're the latest “meme stocks”, government bonds, or equities in defensive sectors such as...
Glenn Freeman
Livewire Markets
Expert Insights

"Essential" assets that probably belong in your portfolio

Infrastructure assets have an important role to play in all balanced portfolios, says 4D Global Infrastructure's Sarah Shaw. Here, she shares what makes a great listed...
SYD
Glenn Freeman
Livewire Markets
Expert Insights

How to navigate the IPO market (and 2 on the way up in 2022)

There were a whopping 163 initial public offerings in 2021, up from just 67 in 2020 and 64 in 2019, according to IPO watch. There have already been six in the first...
CXO
+3
Ally Selby
Livewire Markets
Expert Insights

The good, bad and ugly of wholesale lending risk

Some forms of risk you want in your portfolio. Others, you should want no part of. When it comes to wholesale lending, bad risk generally means concentration, or...
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Why working from home is not about to destroy demand for office space

Working from home most likely won't have a big effect on demand for office space as the economy reopens, says Chris Bedingfield, principal and portfolio manager of...
SGP
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Overlooked micro caps offer fertile hunting grounds

Microcaps are a big universe and screening tools help you sort through it, but they're blunt tools on their own. Luke Winchester from Merewether Capital believes that...
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Livewire Markets
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Wholesale lending, a new frontier of income investing

Non-banks are turning the retail lending space on its head, and it’s not just consumers who are benefiting from the disruption. For Realm Investment House, this...
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What are the alternatives to term deposits for risk averse investors?

Investors don't have to watch their savings go backwards as inflation and low-interest rates erode returns, says Andrew Papageorgiou from Realm Investment House. In...
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Key offshore opportunities in senior housing and self-storage as sectors regain health

COVID might have tragically disrupted business as usual in the aged care sector but there are opportunities for investors as the sector regains its health. In this...
GMG
SCG
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How quality leads to growth when you find the right niche

One of the pillars of Elston Asset Management’s Emerging Leaders Fund is “above-average quality leads to above-average growth”, which for portfolio manager Justin...
BRG
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Two microcaps that could double (at least) from here

Making profits is better than bleeding cash, obviously. But as a microcap investor, Merewether Capital founder Luke Winchester takes a more nuanced view. For young...
8CO
XF1
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China's property industry is too big to fail

It is no accident that Chinese mega property developer Evergrande is struggling to stay ahead of its creditors and nor is it alone – it is all part of the central...
Andrew Papageorgiou
Realm Investment House
Expert Insights

Credit Suisse’s big ideas for 2022

Inflation. Love it or hate it, you really have to hate it, right? Well - not so fast. Wealth manager Credit Suisse points out that equities are historically the...
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Sustainable investing goes hand-in-hand with performance — and financial resilience

Investors don't need to worry that using sustainable strategies will cost them money, says Blackrock investment specialist Blair Hannon "There is certainly a common...
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How to spot the next multi-bagger microcap

The lightning bolt of Afterpay might never strike again, but that shouldn't stop investors from seeking less dramatic multi-bagger businesses, says Merewether Capital...
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Australia set to mimic US retail rebound as shoppers cut down on clicking

The rebound in bricks-and-mortar retail in the US could be on its way here as stir-crazy shoppers put down their iPads and make the most of their newfound freedoms,...
SCG
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Why ESG is where the smart money is heading

The trillions of dollars being spent every year on global sustainability will be one of the biggest factors driving investment returns for the next decade says...
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Here for the stayers, not the players

For a 10-15 portfolio, it pays to be disciplined on the screening process. But how do you know which stocks to include? For Claremont Global, screening those companies...
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Where Credit Suisse is investing in 2022

Wealth manager Credit Suisse has dubbed 2022 the "great transition", as the world begins to see a future beyond COVID-19, and as global growth and inflation continue...
Ally Selby
Livewire Markets
Expert Insights

The small caps bringing top quality for the long haul

Adding exposure to smaller companies in any portfolio brings a certain amount of risk, but as Justin Woerner from Elston Asset Management points out, some additional...
AD8
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Buyers and sellers — and VGI — flock to Japan's leading marketplace

Japan's leading platform for trading used goods, Mercari, has grabbed the attention of the investment team at VGI Partners, who have placed it among their top 10...
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