Expert Insights

The growth stocks Jun Bei Liu is buying

It's fair to say growth investors have not had a great 2022. But for contrarian investors, those who purposefully go against the market to buy what others are selling...
COH
CSL
SEK
+1
Ally Selby
Livewire Markets
Expert Insights

A growing high-yield credit market set to outperform as rates rise in 2022

The rapid growth in Asian credit markets is presenting opportunities and mispricings not available in other markets anymore. In this interview, John Stover from...
Matt Buchanan
Matt Buchanan
Expert Insights

A golden opportunity on Australia's doorstep most people aren't looking at in 2022

The '90s were a golden period for distressed debt investors in the US, with big names such as Oaktree Capital and Elliot Management being forged during this firesale....
Matt Buchanan
Matt Buchanan
Expert Insights

Undervalued defensive stocks are thin on the ground, but here’s one

Undervalued healthcare stocks are by no means a dime a dozen but we believe we have identified one that is still trading below market value. This company has excellent...
Katie Hudson
Yarra Capital Management
Expert Insights

How to use the 5-10-15 rule to successfully filter companies

Using a consistent structure in your investment process can help take emotion out of the equation. For Intermede Investment Partners' Barry Dargan, a "5-10-15" rule is...
Livewire Exclusive
Livewire Markets
Expert Insights

The only 3 resources stocks to pass AusEthical’s filters

The ASX is a resources heavy exchange, with materials accounting for around 25% of the ASX200. For many investors, this deep pool of companies - which draw on...
PLS
SGM
Livewire Exclusive
Livewire Markets
Expert Insights

Finding good value in prized sectors

It will come as no surprise that sectors like healthcare, utilities and information technology screen well for investors looking for sustainable investments. But for...
NHF
+1
Livewire Exclusive
Livewire Markets
Expert Insights

Finding inflation-beating companies is about more than just pricing power

The world is getting a lot more expensive. In the US, prices rose 7% in the year to December - the largest 12-month gain since June 1982. Here in Australia, that...
Livewire Exclusive
Livewire Markets
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
Livewire Exclusive
Livewire Markets
Expert Insights

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...
Livewire Exclusive
Livewire Markets
Expert Insights

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...
Livewire Exclusive
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...
Livewire Exclusive
Livewire Markets
Expert Insights

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
Livewire Exclusive
Livewire Markets
Expert Insights

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...
Livewire Exclusive
Livewire Markets
Expert Insights

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...
Livewire Exclusive
Livewire Markets
Expert Insights

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...
Livewire Exclusive
Livewire Markets
Expert Insights

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
Livewire Exclusive
Livewire Markets
Expert Insights

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
Livewire Exclusive
Livewire Markets
Expert Insights

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
Livewire Exclusive
Livewire Markets
Expert Insights

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...
Livewire Exclusive
Livewire Markets
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