Expert Insights

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
Livewire Exclusive
Livewire Markets
Expert Insights

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...
Livewire Exclusive
Livewire Markets
Expert Insights

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...
Livewire Exclusive
Livewire Markets
Expert Insights

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...
Livewire Exclusive
Livewire Markets
Expert Insights

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...
Livewire Exclusive
Livewire Markets
Expert Insights

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
Livewire Exclusive
Livewire Markets
Expert Insights

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...
Livewire Exclusive
Livewire Markets
Expert Insights

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...
Livewire Exclusive
Livewire Markets
Expert Insights

Show me your sustainable edge

With so many Fund managers in the market, each with their own competitive advantage, how do you choose which one is right for you? Dr David Sokulsky, CIO at Crestone...
Livewire Exclusive
Livewire Markets
Expert Insights

VGI Partners Global Investments Limited IPO now open

VGI Partners, which was founded by Robert Luciano in 2008, has three key tenets; capital preservation, superior long-term compound growth, and concentration. Since...
Livewire Exclusive
Livewire Markets
Expert Insights

The question every boardroom is discussing

All over the world, company boards are asking themselves the same question: ‘What is our digital strategy?’ Bricks and mortar retailers are aggressively exploring...
Livewire Exclusive
Livewire Markets
Expert Insights

Time to think differently

Experiences that have been enjoyable in the past are always sought after into the future. This behaviour is often referred to as 'anchoring'. Andrew Fleming, Deputy...
BHP
+3
Livewire Exclusive
Livewire Markets
Expert Insights

Attributes of an outstanding investment

Short-term wins make great headlines, but it's the long-term wins that make a real impact on a portfolio. Superior long-term compound growth is one of the key tenets...
Livewire Exclusive
Livewire Markets
Expert Insights

Market Masters outperforming again: Livewire Live 2017

A panel of Australia's Market Masters have shared their top stock ideas at Livewire Live each year since inception. On average, the stocks have beaten the market by at...
AVN
AWC
+5
Livewire Exclusive
Livewire Markets
Expert Insights

Cabcharge presses the ‘reset button’

Cabcharge CEO, Andrew Skelton, says that “Cabcharge is now a reset business. We have improved our service offering, expanded our fleet, upgraded our infrastructure,...
Livewire Exclusive
Livewire Markets
Expert Insights

Two overvalued sectors we’re avoiding

Investors should be focusing on companies that have strong sustainable growth in free cash flows, rather than trying to justify ways of owning expensive stocks. Neil...
Livewire Exclusive
Livewire Markets
Expert Insights

Australian rates heading to zero

As global rates start to rise, Australia may follow in the short-term, but structural issues will prevent the RBA from hiking rates far, explains Chris Watling, CEO of...
Livewire Exclusive
Livewire Markets
Expert Insights

Combining the best of Buffett and Munger

Robert Luciano, Managing Partner at VGI Partners, started his investing career in 1996 at independent research firm Huntley’s. Luciano says the experience gave him...
Livewire Exclusive
Livewire Markets
Expert Insights
Sponsored

Metrics Credit Partners IPO passes $300 million

It is very difficult for investors to access the low-risk, high yield generated by corporate loans, as this is a business dominated by the big banks. Metrics Credit...
Livewire Exclusive
Livewire Markets
Expert Insights

Enhance your return, not your risk

There are numerous ways to quantify financial risk, including variance, Beta, and Value at Risk. However, Martin Conlon, Head of Australian Equities at Schroders...
Livewire Exclusive
Livewire Markets
Expert Insights

BHP: ‘$40 over the next few years’

On Tuesday, we hear from the fifth biggest stock on the market, BHP. In this wire, we select of a few notable views from the brokers including a big call from Shaw and...
BHP
Livewire Exclusive
Livewire Markets
Expert Insights

Finding a diamond in the rough

On any measure, volatility has been at, or close to, record lows. But as Adrian Warner, CIO of Avenir Capital points out, volatility of individual stocks within the...
Livewire Exclusive
Livewire Markets
Expert Insights

The biggest risks facing today’s market

Ray Dalio from Bridgewater and Howard Marks from Oaktree have both recently issued cautionary memos, citing risks that include geopolitics, excessive valuations, and...
Livewire Exclusive
Livewire Markets
Expert Insights
Sponsored

A new way to access income with low volatility

Metrics Credit Partners (MCP) is an experienced debt-specialist fund manager that gives investors the opportunity to access stable monthly income via the MCP Master...
Livewire Exclusive
Livewire Markets
Expert Insights

Diversifying away from Aussie banks

Financials dominate the ASX200, comprising 35.4% of the index. This compares to 14.7% of the S&P500. Andrew Fleming, Deputy Head of Australian Equities at Schroders...
CYB
+2
Livewire Exclusive
Livewire Markets
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