Expert Insights

Hunting for future market darlings at IPO

To find out what makes him tick, we asked Graeme Carson what he is most passionate about in the market. He told us that it is the satisfaction of watching a company...
APT
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What's changing, where it's going and how you should play it

Jonathan Shapiro from the Australian Financial Review interviews Brett Gillespie from Ellertson Capital. In the first of Livewire’s Masters Series videos you’ll gain a...
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How to survive and prosper in bumpy markets

Three of Australia’s leading fund managers explain how they are approaching investing at this late stage of the cycle. Our panellists discuss whether we’re already in...
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Livewire Markets
Expert Insights

Two asymmetric opportunities

It’s difficult to make predictions, especially about the future. Like many investors, Gopi Karunakaran from Ardea Investment Management once thought that investing...
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Livewire Markets
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A remarkable company for the long-term

Many ASX-listed telcos have been struggling in recent years. A combination of rising rates, industry competition, and the introduction of the NBN, have made lives...
CNU
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What to own if the market closed for five years

Five years is a long time in financial markets. Five years ago, the ASX 200 was just hitting 5,000 points for the first time since Lehman’s collapse, US stocks were...
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Livewire Markets
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Digging for overlooked opportunities

Graeme Carson from Cyan Investment Management nearly refused the initial meeting with this microcap, but was inspired to ‘do some digging’ after hearing the scale of...
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Why we’re cautious on these two sectors

Reputable lenders use a rigorous due diligence process to give them the best chance at consistently identifying any downside risk. Andrew Lockhart, Managing Partner at...
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Livewire Markets
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A dangerous consensus

At the height of the financial crisis, credit markets seized up and liquidity disappeared. In the aftermath of Lehman’s bankruptcy, this caused huge headaches for...
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Livewire Markets
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L1's checklist for protecting capital

Mark Landau, Joint Managing Director and Chief Investment Officer at L1 Capital, is familiar with protecting against the downside. His Long Short Fund has outperformed...
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Livewire Markets
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One way to hedge against inflation

Preserving capital whilst maintaining real income in an inflationary environment is an important challenge for investors to consider. Andrew Lockhart, Managing Partner...
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Livewire Markets
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Turning bad odds in your favour

Drawdowns are an inevitable part of investing; even Berkshire Hathaway fell by more than 50% during the GFC. As growth investors, Nick Griffin from Munro Partners,...
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L1: The sector we’re most excited about

Over the next three years, infrastructure spending in Australia is set to rise from $6 billion per year to $16 billion per year. Mark Landau, Joint Managing Director...
BLD
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A paradigm shift for global markets

In recent years, markets have reacted positively to signs of inflation. Inflation has been indicative of improving conditions in the economy, and central banks have...
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Beware: Confronting the perils of leverage

For professional investors, mistakes are not a rare occurrence. Common wisdom holds that if you get six out of 10 correct, you’re doing pretty well. The key is...
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The one Australian stock that makes our grade

An incredible 28 billion litres of spirits are consumed around the world each year. Of this, a mere 22% is produced by recognised distillers; the vast majority is made...
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How to pick a cracking small cap

With around 8,000 small caps to choose from around the globe, narrowing down that universe is a key part of successfully investing in this area. Edward Rosenfeld,...
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Finding the ‘blood in the streets’

Baron Rothschild famously told investors to ‘buy when there’s blood in the streets’, but buying opportunities like the GFC don’t come around often. How can investors...
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An investor's guide to artificial intelligence (AI)

At Livewire’s 2017 investor forum, artificial intelligence (AI) was pegged as the #1 theme that investors need to be aware of. We're already seeing the impacts in our...
BHP
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Australia’s banks still priced for perfection

Markets have ‘baked in’ expectations that interest rates and inflation will stay low for a long time, but Simon Mawhinney, Chief Investment Officer at Allan Gray,...
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The best and worst places for value

Investing in safe companies like consumer staples or healthcare might feel good and help you sleep better, but you’re unlikely to earn outsized returns, says Nick...
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Mispricings are rife in this Australian market

Believers in the efficient market theory would tell you that it’s impossible to find mispricing opportunities in a liquid market, but in the opaque world of Australian...
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Betting against the crowd on oil

Electric vehicles displacing the requirement for oil is a popular market narrative, but Simon Mawhinney, Chief Investment Officer at Allan Gray, says this misses half...
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Joye: Royal commission creates opportunities

After months of speculation, the Federal Government announced a royal commission into Australia’s banks last week. So, what does this mean for bank investors?...
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Myth Busting: Global shares can’t deliver attractive income

We often hear the benefits of investing offshore, however, accessing attractive dividends is rarely given as one of them. Analysis from the team at Plato Investment...
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