Expert Insights

When Amazon becomes a tailwind

Being a disruptor, and not the disrupted, can mean Amazon becoming a powerful tailwind rather than a headwind. One such disruptor, a global delivery logistics company,...
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Livewire Markets
Expert Insights

Separating the value from the story

Currently, the market’s ‘story’ for the global banks is not a positive one. Increasing regulation, the threat of fines and lawsuits, and a general investor-apathy have...
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Livewire Markets
Expert Insights

The biggest turnaround story in Australia

BHP has been an underperformer for over a decade now. Troy Angus, Head of Large Caps at Paradice Investment Management, says this has largely been due to “hideously...
BHP
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Livewire Markets
Expert Insights

Some good news for dividend investors

With the challenges facing leading dividend payers like CBA and Telstra, investors would be forgiven for being downbeat on the outlook for dividends. Telstra’s...
TLS
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Livewire Markets
Expert Insights

The best kept secret in Paradice

For many investors Paradice Investment Management is synonymous with high-performing small cap funds. What most wouldn’t know is that Paradice is also home to an...
BHP
RIO
STO
+1
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Livewire Markets
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Using bad headlines to make great investments

At face value, the positions in the Schroders Global Recovery Fund may look very different, but they all have a similar thread, and that’s that people are scared. Nick...
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Livewire Markets
Expert Insights

Our biggest lesson from the GFC

No one wants to catch a falling knife, but once it jabs the floor there’s money to be made. For an early heads-up on when to strike, one way is to track the rate of...
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Livewire Markets
Expert Insights

The problem with Fintech

Are fintech start-ups coming to disrupt Australia’s Big Four Banks? Not any time soon, according to Andrew Martin from Alphinity Investment Management. Fintech...
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Livewire Markets
Expert Insights

Sit back and enjoy the ride

When the next bubble and crash comes, would you rather be out six months early, or six months late? Chad Slater, Joint CIO at Morphic Asset Management, says some of...
Livewire Exclusive
Livewire Markets
Expert Insights

How is Bunnings’ UK expansion progressing?

There is no substitute for boots-on-the-ground research when researching companies. Greencape puts great emphasis on this process, seeing it as investment and not a...
WES
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Assessing today’s dividend landscape

If income is your religion then prepare to meet your God! Dr Don Hamson is Managing Director of Plato Investment Management and specialises in seeking out the best...
Livewire Exclusive
Livewire Markets
Expert Insights

Where will markets go in 2018?

It’s been a bumper year for global stocks as MSCI’s broadest index, the All Countries World Index, has rallied ~19% YTD, while Emerging Markets are up more than 25%....
Livewire Exclusive
Livewire Markets
Expert Insights

The best place for value and momentum

After decades of disappointment, the investment environment is finally starting to look positive in Japan. Chad Slater, Joint CIO at Morphic Asset Management, says...
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Livewire Markets
Expert Insights

11 very different growth opportunities

Greencape Capital is able to invest right across the market, and we had the chance to ask Jonathan Koh where the fund was seeing the best medium-term growth...
APT
+6
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Livewire Markets
Expert Insights

It’s time for value to shine

The market has favoured growth stocks in recent years, but that could all change according to Matthew Booker from Spheria Asset Management. In a cycle that’s been 10...
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Livewire Markets
Expert Insights

Why we sold Amazon

Amazon has been a long-term holding in the Fidelity Global Equities Fund, but Portfolio Manager, Amit Lodha, says they’ve recently exited their position, citing three...
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Livewire Markets
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Why earnings revisions come in groups

In a world where information is disseminated almost instantly, markets have become quick to price in new information. However, Andrew Martin from Alphinity Investment...
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Livewire Markets
Expert Insights

How 25 staff deliver to 66 countries

Last-mile logistics is one of the biggest issues facing ecommerce businesses today. Amazon has spent billions on the issue overseas, while Australia Post’s ‘Shipster’...
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Livewire Markets
Expert Insights

a2 Milk: what the market has missed

a2 Milk entirely side-stepped the carnage faced by other market darlings over the last 12 months to gain more than 282% in this timeframe, and a remarkable 1,115%...
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Livewire Markets
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Former market darling offers compelling value

Markets tend to overreact on both the upside and the downside. Two years ago, Sirtex was trading at $40 per share and expectations were running high. Following several...
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Livewire Markets
Expert Insights

How the banks are fighting disruption

A few years ago, there were concerns over ‘disintermediation’ of the major banks – fintech disruptors were slowly chipping away at the various services the banks...
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Livewire Markets
Expert Insights

The importance of being first

When assessing a new investment, market position is critical to investment success, explains Nick Dignam from BlueSky Private Equity. Often this means looking past the...
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Expert Insights

Value emerging in this unloved sector

Retail stocks have been down in the dumps in recent months as the hype around Amazon’s entry into the Australian market builds. Neil Margolis, Lead Portfolio Manager...
JBH
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Investing in the future: Trends in technology

Attendees and digital pass subscribers were treated to a feast of information and analysis at Livewire Live this year, now it’s your turn. See three of Australia’s...
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A misunderstood gem

Stock prices have been moved more by macro events than by individual outlooks in the current business cycle, but that’s all starting to change, says Andrew Martin,...
MQG
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