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The newly appointed deputy chair of the Australian Prudential Regulation Authority (APRA) talking at a FINSIA conference last month said that APRA’s “stability...

What a difference 3 months can make. Investors are nervous with the main Aussie index off about -13% from its highs amidst talk of a bear market. But in small cap...

As volatility has picked up in recent months, many investors who thought they were protected in a down-market have quickly discovered otherwise. Asset consultants have...

The housing market has taken a nosedive this year. And furniture retailer Nick Scali (NCK), our short pick for Livewire last December is feeling the heat. The stock...

The number of listed investment companies and trusts continued to grow during 2018 and, based on ASX data, there were 114 LICs & LITs at the end of November 2018 with...

Working on a trading desk in the City of London on Black Monday 1987, David Polak from Capital Group felt the world really was falling apart. But nearly 31 years...

The last two weeks have been at odds with our expectations – the market has gone into capitulation mode judging by price action and record outflows. The ‘late cycle’...

There are a number of reasons to switch weightings out of one asset class and into another. One of those reasons, which is often an effective strategy, is an absolute...

Another fairly choppy session in Australia today similar to what we saw on Wall Street overnight, and as one client suggested– seems to be the new normal. The market...

The 4D investable stock universe is dispersed broadly around the globe. This necessitates our team travelling widely to call on companies, meet management and conduct...

The annual returns of investment markets are clearly positive over a long period of time, and when markets go through bad periods often the advice is to effectively...

In the last couple of months it has been all about “the market”. We have been more concerned with cash levels than stock selection and as one of my team said...

In attempting to forecast the short term outlook for Australian equities in 2019, I do so with some trepidation. I have always suggested, and I think it has now become...

2018 has proven to be a tumultuous year for the Australian equity market. Key themes driving the market’s decline and heightened volatility have included the increase...

As we close the door on a difficult 2018 in equity markets, attention turns to the year ahead. In our inaugural Livewire contribution, we thought we’d introduce what...

Every year I intend to publish our annual book recommendations sufficiently early for those seeking gift ideas. But every year, the list gets cobbled together in a mad...

With only a few weeks left of the year, it’s time to check in on the leaderboard for the stock calls in Livewire's 2018 survey. It’s been a terrible year for equities,...