Expert Insights

3 compelling areas of investment opportunity in Asia

Three investment themes within the Asian region will remain compelling whether the world enters a recession or not, says Fidelity’s Anthony Srom. Electric vehicles,...
Sara Allen
Livewire Markets
Expert Insights

The investment manager that pays no mind to rising rates

Rising rates are like the plague for fixed income portfolios. That is, unless you're Ardea.  When rates go up, so do yields. But when yields rise, the value of bonds...
David Thornton
Livewire Markets
Expert Insights

How to trade time for value

So much of successful investing is about finding something the market has either missed or is yet to pay attention to. If you can trade on that idea before the market...
James Marlay
Livewire Markets
Expert Insights

How Fidelity's Anthony Srom uses sentiment to generate value

"High Conviction" is bandied about a lot in the investing world. But how does one actually find stocks that fit the bill? For Fidelity’s Anthony Srom, in large part,...
Sara Allen
Livewire Markets
Expert Insights

Credit Suisse: The catalyst to go underweight equities (and the triggers to reverse it)

It’s no secret that the past year has been a tough environment for markets. As Andrew McAuley, chief investment officer and wealth manager for Credit Suisse points...
Sara Allen
Livewire Markets
Expert Insights

How activism unlocked a 44% return for investors in this little-known stock

Last year, L1 Capital invested in a little-known fuel retailer out of New Zealand. At the time, the team thought the company was undervalued and boasted high-quality...
ALD
Ally Selby
Livewire Markets
Expert Insights

Why this fundie believes you can outperform the market with 10 stocks or less

It was Nobel prize laureate Harry Markowitz who famously posited that the "only free lunch in investing is diversification". By this, he meant that diversification...
Ally Selby
Livewire Markets
Expert Insights

How to find sustainable growers in healthcare, mining and energy

Whether you believe in climate change or not, a growing group of investment leaders continue to trumpet the enormous opportunity offered by the transition to net zero...
Livewire Exclusive
Livewire Markets
Expert Insights

The expert's guide to investing in China

If there's anyone who knows about investing in the Asian behemoth, it's Ox Capital Chief Investment Officer Dr Joseph Lai. He's been investing, winding, and stock...
Hans Lee
Livewire Markets
Expert Insights

A quality company that actually benefits from rising rates

For all the hubbub of inflation being the kryptonite of markets, very few of us realised that it would be rising rates that would really do the trick.  Since the RBA...
SUN
Ally Selby
Livewire Markets
Expert Insights

Is it time to deploy cash into emerging markets?

Ken Thompson, one of the earliest pioneers of computer science in the US, had a philosophy that now rings true across many industries. Make each program do one thing...
Hans Lee
Livewire Markets
Expert Insights

Are we at the turning point for emerging market equities?

"Don't Fight The Fed(eral Reserve)" is a time-tested adage in financial markets. The short explanation is that investors should make decisions in concert with the...
Hans Lee
Livewire Markets
Expert Insights

How to identify dividend traps (and a compelling company that is actually growing its yield)

Ah, dividend traps. The Achilles' heel of any income investor's portfolio. These too-good-to-be-true dividend yields are often that, enticing - sure, but...
FMG
+1
Ally Selby
Livewire Markets
Expert Insights

Why income investors have a lot to be excited about this reporting season

With inflation and rising rates raining on the equities market's parade, many brokers and fund managers have forewarned investors of an "earnings recession" this...
BHP
BXB
+11
Ally Selby
Livewire Markets
Expert Insights

Three global stocks with the competitive advantage to beat their rivals - and one trap card

In this special fourth edition of Expert Insights, we ask Matthew Landy of Lazard Asset Management just one question that required a lot of depth and time to discuss....
Hans Lee
Livewire Markets
Expert Insights

A load of manure to help solve climate woes

Investors are becoming increasingly aware of the major themes – or gigatrends – dominating our times and even private market investors are in. Urs Wietlisbach,...
Sara Allen
Livewire Markets
Expert Insights

The boring and the beautiful: How to find quality investments

Think of all the acronyms that were born out of the 2020-22 retail trader influx - BTD (buy the dip), FOMO (fear of missing out), and HODL (hold on for dear life)....
AMC
Hans Lee
Livewire Markets
Expert Insights

What Lazard's Landy learned during the longest bull market in history

When it comes to viewing one's own work with a dispassionate eye, Lazard Asset Management portfolio manager Matthew Landy gets straight to the point.The global...
Hans Lee
Livewire Markets
Expert Insights

Why Skerryvore is underweight to China

Some of the world’s biggest tech names are domiciled in China, but Skerryvore Asset Management is underweight in the Chinese market - an unusual move in an age where...
Sara Allen
Livewire Markets
Expert Insights

There are some positive outcomes in a recession

Just like the weather in Australia, no two days are ever really the same. The same could be said for investing. Six months ago, global central banks were discussing...
Hans Lee
Livewire Markets
Expert Insights

Paradice's 3 preferred materials exposures and 1 sector to avoid

In a normal cycle, high prices for commodities from high demand would lead to increased supply and finally a drop in prices – but these are far from normal times....
BHP
IPL
+4
Livewire Exclusive
Livewire Markets
Expert Insights

Good companies go private, loss-makers go public

Once the domain of institutional investors, private market investing is going mainstream and may even reach a value of $30 trillion in the years ahead. Urs...
Sara Allen
Livewire Markets
Expert Insights

The Indian companies dominating emerging market returns

Investors looking for resilient companies could start taking note of the growing number of multinational success stories domiciled in India. Glen Finegan, Lead...
Sara Allen
Livewire Markets
Expert Insights

Five global stocks that could outperform in the global rotation to value

When investors write the history books, chances are the 2022 chapter will read something along the lines of "making money was rough and tough." The S&P 500 has had...
+6
Hans Lee
Livewire Markets
Expert Insights

No rule of law in emerging markets

There are a few components that the Skerryvore Asset Management team looks for to identify resilient companies in emerging markets, but government contracts is a red...
Sara Allen
Livewire Markets
201-225 of 955
The 10th annual Livewire Live 2026

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

22 September 2026 Art Gallery of NSW, Sydney

Register Now