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...
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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...
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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%....
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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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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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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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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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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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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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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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Livewire Live 2017: Picking the winners and avoiding the bombs

Protecting against the downside is every bit as important as finding the big winners, after all, it takes a 100% gain to offset a 50% loss. This exclusive panel from...
PTM
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Taking advantage of changing consumer preferences

Food is one of the few products that consumers will happily pay up for. Nick Griffin, Chief Investment Officer at Munro Partners, says the best way to play this is via...
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Don’t get bluffed by the market

The allure of potential ‘multi-baggers’ can be irresistible, but only focussing on the potential upside is ignoring Warren Buffett’s number one rule, ‘don’t lose...
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It’s time to look at value differently

It’s a well-established fact that over the very long-term, ‘value’ portfolios, as measured by price-to-book, price-to-earnings, and dividend yield, tend to outperform...
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The recipe for long-term outperformance

If you want to outperform over the long-term, buying great businesses isn’t enough. Clay Smolinski, Portfolio Manager at Platinum Asset Management, says you need to...
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One sector about to hit the sweet spot

Looking for quality and value is so popular that it’s hard to find an edge. Undervalued stocks can stay that way for years on end, and high-quality stocks that have...
SUN
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Are Caravans cool again?

It’s no secret that consumers around the world are getting more physically active. In the past, companies like Nike, Under Armour, and Lululemon have been the major...
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Uncertainty generates the biggest opportunities

It’s easy to forget, but it was just 18-months ago that markets were fearful of an explosion in bad debts on the back of China’s apartment over-build. Much of the fear...
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The 10th annual Livewire Live 2026

One room. One day. The minds that move markets.

22 September 2026 Art Gallery of NSW, Sydney

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