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...
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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...
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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...
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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
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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...
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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
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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,...
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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...
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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...
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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...
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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...
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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...
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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
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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...
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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...
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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...
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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
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North Korea: The blackest of swans

When asked which black swan was most likely to unsettle markets, particularly given how low volatility is, Ben Griffiths highlighted North Korea as being the one to...
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Ben Griffiths: Learn to be a slow buyer and a fast seller - Livewire Live 2017

Reporting season has already claimed some scalps, and will see the knife taken to more stocks before it's done. Ben Griffiths highlighted the need to be decisive when...
SGH
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Perfectly feasible that house prices could fall 25%

Australian residential property prices gained 0.7% through July, with the year-to-date gain now at 6.2%. Speaking at Livewire Live recently, Steve Johnson of Forager...
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Look 'through the windscreen' for a better portfolio

In his most recent memo, Howard Marks took aim at passive investing, questioning a process that ignores both asset allocation and stock selection. In this short video,...
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In an arms race - Own the weapons manufacturers

The five biggest listed stocks in the US are all tech stocks, with an aggregate market cap of US$3 trillion, roughly the same as the GDP of Germany. Nick Griffin from...
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The best value in the market

Martin Conlon, Head of Australian equities at Schroders Australia has reiterated his bull case for resources: “For the most part, we still think that’s where the best...
BHP
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Paul Taylor on Amazon: Livewire Live 2017

Even the RBA has now weighed into the debate on Amazon, with a bearish view on the potential effect to retail. However, Paul Taylor, Portfolio Manager of the Fidelity...
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The tech trend that changes everything

At Livewire Live 2017, Daniel Petre of Airtree Ventures highlighted Artifical Intelligence and machine learning as THE big trend to watch: “It will dramatically change...
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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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