Expert Insights

A global powerhouse trading at a discount

If you had to choose only three to five companies to own and you had the entire world to pick from, what would they be? For Sam Ruiz, Portfolio Specialist at T. Rowe...
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Cheap, fast-growing and powerful: the best opportunity in markets

Consumerism is good and strong in emerging markets with plenty of growth left for investors eager to take advantage of the right opportunities. After a rollercoaster...
Mia Kwok
Mia Kwok
Livewire Markets
Expert Insights

Getting ahead of the trend in emerging markets

Emerging markets had a stellar year in 2020, but was this a COVID-19 recovery boost or are long term fundamentals at play? We spoke to Matt Reynolds, investment...
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Two exciting sectors and a top pick in resources

Stellar dividends and resilient share prices seem reason enough, but Janus Henderson digs deeper to find the best performing global stocks, explains portfolio manager...
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Beyond China: What’s driving commodity super cycle 2.0

Dwarfing the previous commodity supercycle, the decarbonisation thematic is driving long-term demand not only for iron ore but also copper, lithium, manganese, cobalt...
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How to follow a safer path to profit

Humans love a good story, and, in the vast majority of situations, that’s not a bad thing. But for investors, getting seduced by a good narrative can be a recipe for...
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Maximising returns in global markets

Value is back in vogue … at least that’s what the headlines are saying. But investors may be surprised to know that, up until Value’s resurgence since 15 Feb 21, the...
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The sectors that will soar when inflation hits

Bitcoin is up. Housing prices are up. Hard commodities are up. And the central banks are on a printing spree. So, is this enough to get investors thinking about...
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The 4 sectors best positioned to ride the recovery

At the conclusion of 2020, the market witnessed a rotation from growth stocks into value stocks. The reign of growth investing came to a standstill as value investors...
MQG
SYD
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Brace yourself for big yields and big potential

When you consider the Australian commercial property market, low-interest rates, stay-at-home orders and a worldwide pandemic is a recipe for disaster, right? Yet 2020...
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It's not moat size that matters

Conventional wisdom and financial textbooks will stress the importance of valuing a company’s competitive advantage or economic moats. WCM Investment Management has...
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The one stock to watch this reporting season

February is one of the most anticipated months of the year. Not because of Valentines Day, Chinese New Year or even the hot weather. No, February is the month to watch...
BHP
JBH
+2
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Is the recovery already fully priced into Aussie stocks?

With households packed to the rafters with cash, iron ore sitting at record highs, and Aussies - rightly desperate for a holiday - giving domestic travel a red hot go,...
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A priceless tool for any investor

Corporate culture is a hallmark of quality businesses, yet often overlooked by investors in favour of more quantitative touchpoints. A quality culture can drive...
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Finding the next generation of winners

Like the Big Four in tennis, tech’s Big Four – Apple, Facebook, Alphabet, and Amazon – are generally closer to the end of their ‘career’ than the beginning. While they...
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The big picture for Australian property

Residential property tends to draw a lot of attention when investors get talking about Australian property. But with a market of more than $100 billion for industrial...
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The 5 traits of truly resilient dividend payers

'Unprecedented' was a word thrown around incessantly throughout 2020, and once again it is the perfect word to describe the recession that hit our shores. Alan...
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Rudi: It’s a new bull market and Value stocks are back

It has been one way traffic for nearly a decade in the value vs growth debate, and betting against those growth darlings has been a painful, frustrating and costly...
AMC
AMP
+18
James Marlay
Livewire Markets
Expert Insights

Coolabah: RBA cash rate should be -3% to -4% hence QE to infinity

In November, Australia entered uncharted territory as the RBA announced the introduction of Quantitative Easing (QE) via $100 billion of purchases of 5- to 10-year...
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2 undervalued opportunities amid the market mania

The atmosphere in the investment world of late has been nothing short of electric. In the space of a mere few days the VIX has spiked and fallen, GameStop - and now...
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How to play the rush to supercomputing

It’s said that it was more profitable to be a pick and shovel salesman during the California Gold Rush than it was to be a gold digger. In the war of attrition for...
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Riding the online sales boom

Online sales boomed in 2020, rising by upwards of 70% year-on-year during large parts of the year. But what goes up doesn’t always come down. While growth rates will...
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The most exciting 'boring' company in the world

When looking to invest, many are drawn to the most exciting and attention-grabbing stocks. When this happens, good quality businesses with attractive growth profiles...
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One simple way to boost your portfolio's performance

Warren Buffett has famously been quoted as saying: “The first rule of investing is ‘Don’t lose money.’ The second rule? ‘See the first rule’.” This might seem...
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4 reasons ETF investors should be smiling in 2021

Australian exchange-traded fund investors should be optimistic as 2020 tapers off and a new year approaches after the listed vehicles passed their biggest trial by...
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