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Funds

10 funds that have consistently underperformed over the long term

These funds have 0% batting averages, according to data sourced from Morningstar’s database.
Ally Selby
Livewire Markets
The Rules of Investing

The straightforward approach to picking ASX growth stocks (and 7 examples for good measure)

First Sentier's David Wilson shares insights from 40 years of stock-picking experience.
BHP
BXB
CAR
+1
The Rules of Investing
Livewire Markets
Macro

Diversification is dead – long live diversification

Highly concentrated rallies are quite rare, they're historically finite, and we're arguably in one right now.
Sebastian Ferrando
Koda Capital
Investment Theme

The CRE debt market

Commercial real estate debt (CRE debt) is playing an increasingly important role in the Australian property market.
Alan Greenstein
Zagga Investments
Equities

A three-piece update to Nick Scali furniture

We think a re-rating accompanying earnings growth is not beyond the realms of possibility.
NCK
Roger Montgomery
Montgomery Investment Management
Alternatives

Where Apollo is finding ‘S&P like returns’ with a third of the volatility

It has been a glorious time for investors in public markets but this experience is unlikely to be repeated.
James Marlay
Livewire Markets
Equities

4 sectors (and 9 stocks) to take advantage of the booming opportunity in this asset class

As we wind up our trip across Latin America, we take a look at the opportunities in a key part of our universe - transportation stocks.
Sarah Shaw
4D Infrastructure
Equities

Why invest in small caps now

While small caps have underperformed the past three years, we think valuations are looking attractive and the time is right to invest.
Alex Shevelev
Forager
Equities

Should you sell your Qantas shares?

Qantas shares are flying high after a well-received trading update. What do the big brokers think about the stock now? Buy, hold, or sell?
QAN
Carl Capolingua
Livewire Markets
Education

How we are positioning for the next lithium boom (site visit insights)

Our key insights from a week of visiting companies in Western Australia, with 5 actionable ideas
A1M
BHP
+12
Ben Richards
Seneca Financial Solutions
Property

A-REITs ripe for alpha generation as performance divergence widens

A-REIT securities are ripe for generating alpha as the asset class exhibits a wide divergence in performance among different stocks, according to a listed property...
Amy Pham
Pengana Capital Group
Private Markets

Don’t compare apples and oranges in private credit

It is little wonder more investors are interested in private credit, but as the asset class grows in profile investors need to be selective in their exposures. For...
Nehemiah Richardson
Pengana Capital Group
Views from the Top

Hofflin: You’re getting a second chance

High multiples on the ASX are presenting a painful scenario that has played out multiple times before says Lazard's Dr Philipp Hofflin.
+1
James Marlay
Livewire Markets
Signal or Noise

These economists say there is just a 15% chance of a recession in Australia in 2024

And where will the Australian Dollar end the year? Find out the answer to this and other questions in the next episode of Signal or Noise!
Hans Lee
Livewire Markets
Education

Media worth consuming – October 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Equities

The ASX stocks the big brokers loved and hated this week

The ASX stocks that enjoyed the biggest upgrades and price target increases this week (plus those shunned with downgrades and cuts!)
AD8
AMP
+4
Carl Capolingua
Livewire Markets
Equities

6 ASX stocks the WAM Leaders team is backing

In this video, you'll learn why the team is bullish on the outlook for these six ASX large caps.
ALD
AMC
+9
Wilson Asset Management
Wilson Asset Management
Funds

The newly-listed ASX ETFs that have outperformed so far in 2024

For some of the 38 new ETP listings, it's been a strong start. For others... less so.
+2
Sara Allen
Livewire Markets
Alternatives
Sponsored

Where to find deep discounts and the prospect for outsized returns on the ASX

In this Fund in Focus, Charter Hall's Steve Bennett walks us through the value he is finding in the ASX-listed REITs sector.
CHC
DXS
GMG
+1
Hans Lee
Livewire Markets
Views from the Top

Morgan Stanley’s Chris Nicol on equity strategy, rates, the Aussie dollar, and capital management

In this wide-ranging interview, Nicol unpacks the key factors impacting markets right now and what they could mean for your portfolio.
Chris Conway
Livewire Markets
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