Expert Insights

Small businesses and tech-savvy lenders rising up in tough times

Previously Brett Craig of Aura Group outlined the opportunity to generate attractive income in the alternative asset class of SME debt capital. Of course, in strained...
Livewire Exclusive
Livewire Markets
Expert Insights

Daily liquidity and the illusion of security

There is a perception among investors that it isn’t possible to earn an attractive yield with capital protection while official interest rates are at record lows. Bob ...
Livewire Exclusive
Livewire Markets
Expert Insights

A quick and easy guide to this emerging income asset class

Investors who have taken a balanced approach to income investing face a bittersweet outlook. On the one hand, the key Australian fixed interest benchmark is up 3.21%...
Livewire Exclusive
Livewire Markets
Expert Insights

4 key data points to monitor

In previous interviews Andrew McAuley, Managing Director at Credit Suisse Private Banking Australia, shared some of the positive developments that support his thesis...
Livewire Exclusive
Livewire Markets
Expert Insights

Taking advantage of distressed sellers to enhance yield

There has been a rush to offer investors daily liquidity in asset classes, such as private debt, that simply aren't liquid. Bob Sahota from Revolution Asset...
Livewire Exclusive
Livewire Markets
Expert Insights

Value in the market as the recovery phase beckons

Andrew McAuley, Managing Director at Credit Suisse Private Banking Australia, breaks the market cycle down into four phases. Phase 1 is all about panic selling, phase...
RMD
Livewire Exclusive
Livewire Markets
Expert Insights

ASX offers better value as recovery looms

Andrew McAuley, Managing Director at Credit Suisse Private Banking Australia, breaks the market cycle down into four phases. Phase 1 is all about panic selling, phase...
BHP
FMG
RIO
+1
Livewire Exclusive
Livewire Markets
Expert Insights

Why is the market rallying?

Investors are divided in two major camps over the Australian equity market’s impressive 30% comeback since the 23 March lows. The bulls reckon the worst is over as...
Livewire Exclusive
Livewire Markets
Expert Insights

One thematic with three tailwinds

For every successful tech stock, there are dozens of others in its supply chain, including at least one semiconductor company. And just like the old strategy of...
Livewire Exclusive
Livewire Markets
Expert Insights

The 3D printing boom is coming

In the last two videos Tasha Keeney, US-based analyst for thematic fundie ARK Invest, has shared fascinating insights on how Star Trek-like technologies like...
Livewire Exclusive
Livewire Markets
Expert Insights

The winners and losers from climate change

A hotter planet means scarcer water, more heatwaves, and land degradation, just for a start. The science is clear, says Andrew McAuley, Chief Investment Officer at...
Livewire Exclusive
Livewire Markets
Expert Insights
Sponsored

A growth company that passed Federation’s fierce filters

Cameron Brownjohn, CEO of private equity firm Federation Asset Management, describes their three step selection criteria for investments as ‘fierce’. In their first...
Livewire Exclusive
Livewire Markets
Expert Insights

The best performing stock market on Earth

Australia has been the best performing equities market globally over the last 120 years, according to the latest edition of the Credit Suisse Global Investment Returns...
Livewire Exclusive
Livewire Markets
Expert Insights

Why this stock could be a 10-bagger

When Tesla was in the doldrums and much of the market threw in the towel on the company, Tasha Keeney of ARK Invest bet against the crowd and made the electric car...
Livewire Exclusive
Livewire Markets
Expert Insights

Why oil prices this low are unsustainable

When Simon Mawhinney of Allan Gray looks at the energy landscape today, he’s reminded of where the gold market was in 2013 before that sector’s dream run. Prices were...
OSH
Livewire Exclusive
Livewire Markets
Expert Insights

The emerging bull market

There are big changes happening at the US Federal Reserve that few investors appreciate the importance of. Currently, the Fed targets inflation of 2%, but there are...
Livewire Exclusive
Livewire Markets
Expert Insights

Secrets to successful investing

One of Hari Balkrishna’s secrets to successful investing is the willingness to pay a reasonable premium for top notch businesses. The T. Rowe Price Associate Portfolio...
Livewire Exclusive
Livewire Markets
Expert Insights
Sponsored

Underpriced and under-appreciated

It is estimated that 30 gigawatts of renewable energy will come onto the market in Australia over the next decade. Cameron Brownjohn, CEO of Federation Asset...
Livewire Exclusive
Livewire Markets
Expert Insights

‘Completely nuts’: CSL’s disconnect with reality

Since the start of 2020, the S&P/ASX 200 has lost a quarter of its value; while the Financials and Energy sub-sectors have fared even worse with declines of 30% and...
CSL
Livewire Exclusive
Livewire Markets
Expert Insights

Entry points emerge in beaten up sectors

It’s often said that good investing is a matter of waiting to see the opportunity, acting decisively when the time comes and then being brave enough to hold your nerve...
ORG
OSH
WOR
+1
Livewire Exclusive
Livewire Markets
Expert Insights

Why drones are set to take off

Lower battery costs and autonomous technology should power aerial drones into a $455 billion market within 10 years, according to Tasha Keeney of ARK Invest. While...
Livewire Exclusive
Livewire Markets
Expert Insights

Have financials banked in the bad news?

It feels like investors are throwing in the towel on Australian bank shares. With the S&P/ASX 200 Financials Index deep in a bear market after years of...
+1
Livewire Exclusive
Livewire Markets
Expert Insights

The stock I’m most excited about

After the rise of mechanisation, comes the rise of industrial automation, the use of computers, robots and AI to increase productivity in manufacturing. Citing the...
Livewire Exclusive
Livewire Markets
Expert Insights

The biggest money-making opportunities globally

What if you could buy a company with world leading driverless car technology, a partnership with Uber to provide ride sharing services, and a 65% market share in...
Livewire Exclusive
Livewire Markets
Expert Insights

2 key considerations of a great stock

For Magellan's Vihari Ross, investing in a stock is akin to finding an incredible athlete and placing them into an elite sports team. A tremendous amount of research...
Livewire Exclusive
Livewire Markets
501-525 of 963