video wires

L1 Capital’s new Catalyst Fund is unique in several ways, not least that the concentrated portfolio holds just 10 stocks. To find out the three key "gates" each stock...

Exchange-traded funds are diversified, liquid, cheap and transparent, says VanEck Australia's deputy head of investments and capital markets, Jamie Hannah, making them...

There are few absolutes for investors. A company can possess bucketloads of customer goodwill, dominate in a high-entry barrier industry, have top-notch management and...

A classic Buffett-ism is "Only when the tide goes out do you discover who's been swimming naked" and Lazard Asset Management's infrastructure portfolio manager Warryn...

Global hybrids are a fresh frontier among income opportunities offering strong, risk-adjusted returns. While Australian investors may be familiar with domestic hybrids...

One widely cited investment statistic is that 90% of portfolio performance comes from asset allocation. The stat originates from a 1986 research paper, Determinants...

In the second episode of the WAM Alternative Assets education series, Portfolio Manager Dania Zinurova discusses real estate, a tangible asset class with exposure to...

Considering Australian investors' thirst for yield and the growing popularity of exchange-traded funds, it may surprise some to learn that around 20% of ETFs listed...

It's easy to be wowed by the massive changes our ancestors experienced — aeroplanes, electricity, the shoelace — and underestimate the ones we ourselves are living...

Investors jumping onto the decarbonisation train, now have a new way to play this theme. One of the beautiful things about this particular theme is that there are so...

Brad Potter, Head of Equities at Tyndall, learned some of his biggest investing lessons in the Great Sandy Desert and The Pilbara. Before embarking on a career in...

When it comes to equity market investing, L1 Capital Founders Mark Landau and Raphael Lamm have many bases covered. L1's suite of strategies ranges from their flagship...

The ASX was looking promising this morning with futures implying a start to trade up +40 points however that quickly evaporated as the more influential sectors of...

In a previous wire, Lucerne’s Anthony Murphy and Michael Houghton warned that rising inflation and a reversal of excessive valuations could take the steam out of risk...

Are there any opportunities left to invest in undervalued companies on the ASX? Well, that’s a good question. Travel, tourism, entertainment, and shopping centre share...

As the (very big) "furniture" off which telecom companies hang their technology, so-called macro towers are core to our mobile and data networks. The 4,000 towers...

100 baggers are few and far between. The stories of these stocks' success inspire investors' the world over, and keep them coming back to uncover the rare gems of the...

Introducing the WAM Alternative Assets education series with Portfolio Manager Dania Zinurova, where we delve into the fundamentals of alternative assets and the...

Residential property is not an investment income play, despite what many Australians think they know about real estate. So says Chris Bates, a financial planner who...

A bunch of global companies should get a handy bump from the trade-off between commodity prices and their own price increases, says Ellerston Capital's head of small...