Finding growth in private markets

Livewire Exclusive

Investors have traditionally turned to the share market for growth, but with the ASX 200 still sitting well below its pre-GFC highs, alternative investments are becoming increasingly popular. From less than 5% of the industry in ’97, alternative assets now account for nearly 20% of funds under management. Show More

Can we rely on Reliance?

Robert Frost
Robert Frost OC Funds Management

Following share price weakness ahead of its full-year result, we added Reliance Worldwide Corporation to our portfolio. Reliance is a global plumbing supplies business specialising in reliable and premium branded water flow and control products including the market-leading 'SharkBite' push-to-connect fittings. Show More

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Trevor Stewart

Mr Munz selling down is hardly an endorsement

Gold on the Ropes as Markets Hit All Time Highs

Jordan Eliseo
Jordan Eliseo ABC Bullion

Precious metal prices have been in full retreat the past few weeks, with the price of gold declining toward USD $1300oz. This pullback has had a number of drivers including an easing of the ‘safe haven’ bid as markets fade the rhetoric to do with Korea, the USD catching a... Show More

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Patrick Fresne

One long term concern I have about gold relates to Africa: for several decades South Africa produced most of the world's gold supply, and I wonder if a number of other African countries [...]

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Jordan Eliseo

hi Patrick - thanks for the comment. There is no doubt the potential for countries in Africa (and other parts of the world for that matter) to increase their gold production. I wouldn't [...]

Executive Series: Washington H. Soul Pattinson (SOL) Chairman, Rob Millner

CommSec
CommSec Online Stockbroker

In this short video we discuss: SOL’s long history of increasing dividends and the factors that contributed to the group’s full year results; Factors that are feeding into the outlook for companies that comprise the SOL investment portfolio including; New Hope Group (NHC) , Brickworks (BKW) & TPG Telecom (TPM) Show More

The dirty secrets fund managers don’t want you to know!

Lachlan Hughes
Lachlan Hughes Swell Asset Management

I hope to enlighten potential investors about the tricks used by fund managers to ‘window dress’ their performance. Some of these tricks can be backed out and where possible I have provided the math below. Show More

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Zina De Marchi

Cant thank you enough for this great article an eye opener

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Shernavaz Cooper

Thanks for opening our eyes about the Fund Managers that use unethical ways to get higher incomes for themselves. If they continue to use this practice they should be named and shamed.

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david itzkowic

a list of managers and their fee structure would be greatly appreciated !

The most crowded trades on the ASX

Livewire Exclusive

A crowded trade appears when so many investors are positioned similarly that liquidity becomes a problem. Bitcoin is the obvious choice globally, but we wondered where the most crowded trades were on the ASX. To find out, we put the question to Greencape Capital, NAOS, and Market Matters. Show More

Blue Sky targets $5b AUM by 2019

Robert Frost
Robert Frost OC Funds Management

Blue Sky Alternative Investments reported a strong FY17 result at the top end of the guidance range after profitably exiting several private equity investments, adding to its credibility, particularly in the private equity space. Show More

Would You Lend to Tajikistan?

Jonathan Rochford
Jonathan Rochford Narrow Road Capital

The issue of bonds by Tajikistan this month follows on from recent low quality bond issues from Argentina, Greece and Iraq. Emerging market debt investors piled into the offering allowing the nation to issue US$500 million of ten year bonds at 7.125%. Investors who bought in cited the yield on... Show More

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Patrick Poke

A great read Jonathan, thanks for sharing. I'm always fascinated to read the unusual topics you write about.

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ali sher

Very realistically and informative article. The think is that only small critical parts are proposed. If look into the Tajikistan potential then the given view might change to opposite [...]

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Jordan Eliseo

Excellent piece Jonathan.......

Oz Construction Cycle: The Impact Is Now

Rudi Filapek-Vandyck

Not a day goes by without at least one economist, or journalist, pointing towards the housing cycle in Australia with the message: the cycle has peaked. Certainly, recent data support the thesis, at least for high density dwellings, but not so for other segments of the domestic housing market. With... Show More

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Mathan Somasundaram

Economists have been forecasting RBA rate rises since 2014. Funny that it may come true when the property market has started to roll over. Sadly I think RBA is stuck and I can't see them [...]

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richard dobosz

great article ,the economy is not doing that great and a rate rise is a disaster ,remember it does not impact on retirees /or the young,, most if not all do not ha [...]

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richard dobosz

great article ,the economy is not doing that great and a rate rise is a disaster ,remember it does not impact on retirees /or the young,, most if not all do not ha [...]

Why Pimco is derisking

Livewire News
Livewire News Livewire

One of the world’s largest investment managers, Pimco, has been openly talking about de-risking the portfolio. In this short video just published, Group CIO Dan Ivascyn shortlists some of the key risks on their radar, and how they are adjusting the portfolios to be able to weather a recession. Show More

Listed Managed Investments: Quarterly Review

Peter Rae
Peter Rae Independent Investment Research

In its latest Quarterly LMI Market Review, Independent Investment Research (IIR) provides detailed coverage of 39 listed investment companies, listed investment trusts and Active ETFs including commentary, investment views and ratings. We look across a number of sectors and investing strategies and provide insight into performance, discounts and premiums to... Show More

Santos: The trend has turned

Romano Sala Tenna
Romano Sala Tenna Katana Asset Management

In the true tradition of denial, we have maintained our position in Santos, and in fact, have added a modest amount over the past 12 months. Whilst it has been a particularly challenging period for both the company and investors, there are growing signs that the ship has been righted... Show More

The state of play in markets

David Sokulsky
David Sokulsky Crestone Wealth Management

As markets have now enjoyed strong performance over the last 12 months, and appear to be pricing in much of the good news, we thought that now would be a good time to report on the state of play in markets. We look at the factors that are likely to... Show More