Expert Insights

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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How exuberant is the credit market right now?

Andrew Lockhart from Metrics Credit Partners provides an insight into the domestic credit market. It’s part of the financial system usually reserved for the ‘big...
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4 growth stocks the market missed

It’s no secret that growth is hard to come by in the Australian market, but that doesn’t mean that every opportunity has been found already. Livewire interviewed...
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For technology exposure, think Asia

The MSCI Asia ex-Japan index is the most technology heavy MSCI index in the world. Technology accounts for 31% of the Asia index versus 23% for MSCI US and a mere 1%...
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A value smallcap with earnings momentum

This smallcap has seen EPS growth of 30% pa for four years, yet the price has barely moved and the stock still trades on a PE of 8. In this exclusive two-minute video,...
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A homegrown global success story

James Abela, Portfolio Manager of the Fidelity International Future Leaders Fund, explains what he looks for in Australian companies looking to grow offshore. He then...
SEK
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One stock with above average prospects

Romano Sala Tenna from Katana Asset Management outlines the investment case for a company that he believes has above average growth prospects. The business has been...
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Unwinding QE - this could get bumpy

Quantitative Easing (QE) is the term used to describe artificial purchasing of bonds by central banks globally. The aim has been to suppress interest rates and...
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There's more pain to come in small caps

The period of underperformance by small companies has widely been attributed to large funds rotating out of the sector. James Abela from Fidelity International has...
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Becoming the world’s biggest lithium producer

The battery mineral thematic has driven strong price gains for companies with quality assets in recent years. In this short video Romano Sala Tenna from Katana AM...
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A growth stock on value metrics

Genuine earnings growth is a rare commodity, seeing companies with good growth prospects attract eye-watering multiples. However, Romano Sala Tenna from Katana AM...
COH
CSL
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Investing with India’s powerful tailwinds

Mary Manning, Portfolio Manager at Ellerston Asian Investments (ASX:EAI), is drawn to the growth opportunities available in India. She explains that many of the...
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US rates will rise faster than expected

Tim Toohey, former Chief Economist at Goldman Sachs, was the #1 rated economist on the Greenwich survey for 13 years. Earlier this year he teamed up Brett Gillespie...
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7 things we’ve learned from Hamish Douglass

Hamish Douglass, the CIO of Magellan Asset Management Limited will be contributing his ideas to the upcoming Livewire Live event on 26 July at the ASX. In his keynote...
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Opportunities at the market crossroads

Equities are in the late stages of a near-record bull-market, and rates are once again heading up. In this exclusive interview, Arik Star, Portfolio Manager, Ellerston...
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Nothing defensive in 'expensive defensives'

Returning from the Berkshire Hathaway AGM, Nathan Bell and the team from Peters MacGregor, took the opportunity to take the pulse of the US markets. Reporting on their...
SYD
TCL
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3 implications of the hot property market

Livewire caught up with Giselle Roux, CIO at Escala Partners, to discuss the implications of elevated housing valuations on the wider economy. These include the effect...
JBH
WES
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An unknown smallcap on 4 times cashflows

Tony Hansen, the CIO of EGP Capital illustrates more of his original stock-picking strategies with a small cap his fund has built a large position in. The stock has an...
ELD
QIN
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