Expert Insights

How L1 is resetting its portfolio after a bumper 12 months

To say that the past year has been a good one for investors in L1 Capital’s Long Short Fund (ASX:LSF) would be an understatement. Investment returns and the share...
+5
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A window of opportunity in growth stocks

We're living the charmed life in markets and we don't even know it. COVID-19 has accelerated the growth and uptake of technology, and companies are reporting record...
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Livewire Markets
Expert Insights

100 "super encouraging" signs of recovery

L1 Capital’s founders tapped the collective wisdom of vaccine companies from around the world in pandemic-proofing their portfolio. CIOs Mark Landau and Raphael Lamm...
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Expert Insights

This is the big one: Nick Griffin

Imagine being able to tap into the tailwinds behind Tesla without paying a premium for it. There's an opportunity "as big as the internet" and people haven't caught on...
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The 9-point checklist for finding winning stocks

In a market where an increasing proportion of the winnings are going to a decreasing proportion of companies, it can be difficult to consistently find quality stocks...
AD8
SYD
+1
Ally Selby
Livewire Markets
Expert Insights

6 adviser-approved managed funds for your portfolio

Trying to find the right managed fund can be tough, tiresome, if ultimately rewarding, work. After all, this land of only 25.4 million people boasts 897 Australian...
+6
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Don’t just sit back and hope – get active!

For many investors investing in fixed income means sitting back and collecting the half-yearly interest payments. But Jason Lindeman, Head of Credit Research at...
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Investing in household names … without the price tag

We’ve all heard of companies like Expedia, TripAdvisor, Live Nation (the owners of TicketMaster) and the Match Group (the parent company of dating apps including...
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Expert Insights

How to transform your portfolio

The majority of Australians' portfolios, for better or worse, suffer from a little thing called "concentration risk". In fact, Medallion Financial Group's Michael...
COL
+5
Ally Selby
Livewire Markets
Expert Insights

Shane Oliver: How to be a better investor

In the mid-1990s, Shane Oliver was recently married and in the market for a new house. He was driving around Sydney's northern beaches in the middle of winter...
Mia Kwok
Mia Kwok
Livewire Markets
Expert Insights

Lessons from 30 years in credit markets

Jason Lindeman, head of credit research at Coolabah Capital Investments, has seen some unusual things in his three decades managing credit. From Argentinian gaming...
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A new era in financial markets

After one of the longest periods of underperformance in history, governments and central banks' response to the COVID-19 crisis may well have ushered in a new era for...
+1
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Livewire Markets
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An emerging powerhouse in the healthcare sector

Over the past decade, healthcare has been a strong performer in markets. Stocks like Livewire readers' nominated favourite, CSL, have outperformed expectations. But...
RMD
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An emerging healthcare company with fantastic potential

Volatility is a given in equity markets, it is the price we pay to achieve higher returns over the long term. Finding ‘all-weather’ industries that survive the...
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Livewire Markets
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2 key factors to consider before you buy

Investing in a good quality company that owns their niche globally makes investors want to punch the skies and scream their successes from the rooftop. But for every...
Patrick Poke
Livewire Markets
Expert Insights

Is this the Alibaba of Japan?

We’ve all heard of Alibaba and Tencent and we’ve also all heard that we should reconsider investing in China due to regulation fears. So what if we told you that...
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Avoid volatility and keep your yields high

Throughout COVID-19 there was a dearth of dividend payouts, compounded with a low-interest rate environment that has been devastating to those who rely on regular...
Mia Kwok
Mia Kwok
Livewire Markets
Expert Insights

An electrifying decarbonisation play

Decarbonisation is shaping as one of the investment themes of the year, after being a relentless talking point for the majority of the past decade. With fossil fuel...
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Do irrational markets call for desperate measures?

For the last month, markets have been consumed with chatter of a bubble. Are we in one? Is it about to burst? How do you avoid being stung when the bubble eventually...
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When will the music stop?

Around the world there is a speculative mania in unprofitable stocks the likes of which has not been seen for decades. Ned Bell from Bell Asset Management was working...
Patrick Poke
Livewire Markets
Expert Insights

A portfolio that will help you sleep at night

While you might be able to rest easy with an investment in this fund, be assured that the managers are not. "Our portfolio is not set and forget," said head of credit...
Mia Kwok
Mia Kwok
Livewire Markets
Expert Insights

Sorting out the "fakers" from the "makers"

The old metrics are out. If you really want to get in on an opportunity you have to look beyond return on capital and cash flows. NovaPort Capital has found a way to...
ABA
BHP
+1
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The trend that will turbocharge emerging markets

Emerging markets are soaring off the back of the COVID-19 recovery, but there are a few consumer trends that are here to stay. So says Alex Duffy, portfolio manager of...
Mia Kwok
Mia Kwok
Livewire Markets
Expert Insights

5 reasons to be bullish on Aussie equities

It's a thought we've all had: Why limit yourself to investing domestically if to do so means missing out on lucrative skyrocketing international stocks (Tesla, say, or...
APT
CSL
+3
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6 ways to find miners with sustainable growth prospects

Finding commodity companies that can outperform in any market environment is difficult. This is especially true in an ageing bull market with ferocious competition for...
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