Expert Insights

The $4.1 trillion-dollar question

With the two largest economies in the world at loggerheads, many investors and commentators are trying to figure out the end game. Alex Duffy, Portfolio Manager at...
Livewire Exclusive
Livewire Markets
Expert Insights

A fallen angel ready for redemption

Stocks exposed to true structural growth trends are trading three standard deviations more expensive than the market. Air travel is one such growth area. Engine...
Livewire Exclusive
Livewire Markets
Expert Insights

Taking share from the big banks

Financials are deeply unpopular given the fallout from the Royal Banking Commission, pending legal actions and the prospect of being a political football into the 2019...
HUB
Livewire Exclusive
Livewire Markets
Expert Insights

The four pillars of future quality

Companies that will attain, and then sustain, very high returns on capital, have the ‘future quality’ that Will Low, Head of Global equities at Nikko Asset Management...
RMD
Livewire Exclusive
Livewire Markets
Expert Insights

Property still in high demand

Residential property data have been increasingly bearish over the last six months. However, Andrew Schwartz, Group Managing Director at Qualitas, which invests across...
Livewire Exclusive
Livewire Markets
Expert Insights

A wake-up call for tech investors

With investors factoring in exponential growth rates, Software as a Service (SaaS) firms have been trading on eye-watering multiples. However, Jacob Mitchell, Chief...
Livewire Exclusive
Livewire Markets
Expert Insights

A powerful strategy for global investing

Domestically focused investors will most likely be ‘diversified’ primarily across four banks and two miners, a strategy that exposes you to shifting rate markets and...
Livewire Exclusive
Livewire Markets
Expert Insights

Sectors and stocks for the late cycle

As the cycle matures, finding opportunities gets harder. So we sat down with Matthew Haupt, Portfolio Manager at Wilson Asset Management to hear his perspective. Here...
WES
WLE
Livewire Exclusive
Livewire Markets
Expert Insights

Asset Allocation hasn’t mattered… but it will

A rising tide lifts all boats, and the ten-year bull market has made it more important to be in the boat than to be sailing it well. Simon Doyle at Schroders Australia...
Livewire Exclusive
Livewire Markets
Expert Insights

Two key areas of opportunity

Volatile times can create opportunities for patient investors, and there’s been no shortage of volatility for emerging markets investors lately. Alex Duffy, Portfolio...
Livewire Exclusive
Livewire Markets
Expert Insights

CSL: The secrets to their success

With a market capitalisation of nearly $100 billion and having produced returns of more than 20,000% (200x) for early investors who stuck with it, CSL is one of the...
CSL
Livewire Exclusive
Livewire Markets
Expert Insights

Opportunities in China and India

The performance of Shanghai Composite Index is lagging the US market by a massive 30% so far this year. Mary Manning says this divergence is extreme when compared to...
Livewire Exclusive
Livewire Markets
Expert Insights

Two nimble small caps

Companies have seen rising labour and energy costs start to crimp their margins. Natalie Tam, Investment Director at Aberdeen Standard Investments told us that while...
Livewire Exclusive
Livewire Markets
Expert Insights

Finding ‘the next Facebook’

Huge winners like Facebook don’t come along very often, and they’re incredibly difficult to identify when they do. So how can investors benefit from these big winners,...
Livewire Exclusive
Livewire Markets
Expert Insights

A message for those ‘playing at home’

In an age of social media and smartphones, the challenges faced by investors today are decidedly different to just a few decades ago. With algorithms serving us a...
Livewire Exclusive
Livewire Markets
Expert Insights

How great ideas become great investments

Great investment ideas can come from anywhere, including your everyday observations as a consumer. Will Low, Head of Global equities at Nikko Asset Management recounts...
Livewire Exclusive
Livewire Markets
Expert Insights

The Golden Rule

There are only two times in history that the market has been more expensive than today; March of 2000, and in 1929. Students of financial history would recognise these...
Livewire Exclusive
Livewire Markets
Expert Insights

Not the time for a big position in equities

We sat down with Simon Doyle, Head of Fixed Income & Multi-Asset at Schroders Australia, and asked him how he would allocate a million dollars today. In his responses...
Livewire Exclusive
Livewire Markets
Expert Insights

Winners and losers from rising rates

With rates marching higher in the US, higher risk asset classes such as emerging market equities are seeing rising volatility. As risk reprices across the market, this...
Livewire Exclusive
Livewire Markets
Expert Insights

What could derail equity markets?

With the economy chugging along nicely, and equity markets grinding higher, it’s been pretty smooth sailing for investors in recent years. But there’s one important...
Livewire Exclusive
Livewire Markets
Expert Insights

The ‘good news’ stories being missed right now

By 2030 India is going to be the 3rd largest economy in the world, yet very few investors have exposure to this powerful growth story. “The economy is growing very...
Livewire Exclusive
Livewire Markets
Expert Insights

One thematic to play the election cycle

The prospect of a Labor government has far reaching ramifications for investors. However, there is one sector that stands to benefit from the election cycle whatever...
ABC
BLD
+1
Livewire Exclusive
Livewire Markets
Expert Insights

How to make better forecasts

Making accurate predictions is hard, especially about the future. Chris Rands, Portfolio Manager at Nikko Asset Management, says that he likes to focus on demographics...
Livewire Exclusive
Livewire Markets
Expert Insights

When ‘defensive’ isn’t defensive enough

With challenges for equity markets rising, even a defensively positioned balance fund, with just 45-50% equity exposure could struggle to deliver positive returns,...
Livewire Exclusive
Livewire Markets
Expert Insights

The best time to sell a stock

So much energy and focus are devoted towards finding new investment ideas. However, knowing when to sell receives far less attention, yet is undoubtedly one of the...
Livewire Exclusive
Livewire Markets
726-750 of 963