popular wires

Confession season was eerily quiet leading into reporting season, unlike the noise from the Royal Commission and the incredible events out of Canberra, where another...

Being a contrarian can be a lonely existence. It involves doing nothing for long periods of time. And then when you do something, you are usually going against...

When a triple-B-rated utility company issues a 3-year bond at a negative yield, perhaps it’s time for the credit cycle to call last orders at the bar? Gopi...

We’ve heard a lot from investors around the world about late-cycle investing in recent times. The consensus tells us that the end of the bull market is not too far...

For years now, many have told us that Australia is heading for an imminent recession. By contrast official forecasts have long been looking for several years of above...

Today I argue that our 2017 forecast for a 5% to 10% peak-to-trough drop in national house prices, which we are already 40% of the way to achieving, could extend to a...

When looking for potential problems in a company, the first place to look is the balance sheet. Amit Lodha, Portfolio Manager at the Fidelity Global Equities Fund,...

I have to GASP when I look at the current valuations of some of the new generation disruptors; we are very clearly in bubble territory. And as with all bubbles, we...

Australians' love affair with residential property is on the rocks. Data from Corelogic shows an aggregate fall of around 3% for all dwellings across the 5 capital...

This time last year, at Livewire Live we flagged a likely resurgence of volatility and highlighted some of the factors that we believed would drive this. In this...

One of the accepted tenets of investing had been that value investing rewarded its adherents with superior performance through time - in return for accepting the pain...

As I travelled around Australia in July, meeting with clients, the excitement of high returns in the market had been tempered with caution about what happens next....

Although we are a long term investor, there are some trends to be found in the latest Australian earnings season. My key takeaway is that the main attraction for...