Rapid Fire

One trap that could compound your pain

In times like this, asset allocation makes an outsized impact on your overall returns. An investor with a portfolio of stocks that have outperformed equity markets is...
Patrick Poke
Livewire Markets
Rapid Fire

8 more icebergs right up ahead

In October last year, Jerome Lander wrote a wire titled "How to invest productively in the coming recession we have to have". At the time, equity markets were...
Alex Cowie
Alex Cowie
Rapid Fire

Monetary madness and the world of 'Alice in Wonderland' economics

Everything going on is nuts. Greek bonds are yielding less that Australian bonds, QE is on the cards from the RBA and the S&P500 is trading on a lofty 18 times forward...
James Marlay
Livewire Markets
Rapid Fire

Where this $4 trillion asset manager is investing

State Street Global Advisors is the 4th largest asset manager globally with a mind boggling US$2.9 trillion (A$4.2 trillion) in assets under management. The firm is...
Livewire Exclusive
Livewire Markets
Rapid Fire

The real money to be made is in private companies

The real money with growth-stage companies is often made by investing when they are still private. As an extreme example, some investors turned a $5,000 investment...
Alex Cowie
Alex Cowie
Rapid Fire

Actively hunting for hidden gems in EM

Emerging markets have been in the headlines for all the wrong reasons; slowing growth, trade tensions and political risks. However, they can also offer deep value,...
Alex Cowie
Alex Cowie
Rapid Fire

High conviction: The purist's way to invest

In 2006, David Pace, Matthew Ryland and Marc Hester decided to leave their jobs at Merrill Lynch to found Greencape Capital. Less than a year later, the GFC rocked...
CSL
+4
Patrick Poke
Livewire Markets
Rapid Fire

Where to find growing companies at a reasonable price

In today’s low-growth world, companies that can grow their earnings attract a premium. Whether it’s emerging Australian companies like Afterpay and Appen, big US tech...
Livewire Exclusive
Livewire Markets
Rapid Fire

Catherine Allfrey talks winners, losers and white swans

It’s not every day that you sit down with a member of the Australian fund managers hall of fame, let alone the first woman to be inducted. As a 20-year-old female,...
EML
+3
Bella Kidman
Bella Kidman
Livewire Markets
Rapid Fire

Padley: The 9-point checklist for a perfect portfolio

If you wrote a list of your New Year's investment resolutions, what would you include? Trade less? Avoid microcaps? Diversify more? Go global? Hold less cash? There...
APT
+8
Alex Cowie
Alex Cowie
Rapid Fire

Profit is an opinion, cash is a fact

Not many people get to meet an investing legend in their lifetime, let alone someone who pioneered markets like Peter Lynch, but as a graduate on Fidelity's analyst...
Livewire Exclusive
Livewire Markets
Rapid Fire

10 questions with Mark Landau from L1 Capital

Mark Landau is the joint Chief Investment Officer of Melbourne based boutique fund manager L1 Capital. L1 manages five strategies across global equities, Australian...
BLD
DOW
+5
James Marlay
Livewire Markets
Rapid Fire

Jun Bei Liu: Never stop learning

Jun Bei Liu has a passion for learning. Born and raised in China she learnt how to speak English and moved to Australia to complete her tertiary education at UNSW....
IEL
+2
James Marlay
Livewire Markets
Rapid Fire

Totus: ‘Cash Earners’ vs 'Cash Burners’

Ben McGarry’s formative years as an investor were spent on the ‘sell side’ pitching ideas to local fund managers. It was during this time that he met Phil Mathews, a...
APT
APX
+3
James Marlay
Livewire Markets
Rapid Fire

Matt Haupt loves macro, big stocks and fast cars

Over the past 20 years Wilson Asset Management has earned a reputation for identifying undervalued growth companies, typically in the smaller end of the market. In...
+1
James Marlay
Livewire Markets
Rapid Fire

8 ideas for improving your global investing

The rationale for investing globally is irrefutable: access to a far larger, more diverse and potentially less crowded set of opportunities. Currency tailwinds are...
Alex Cowie
Alex Cowie
Rapid Fire

Nailing your asset allocation

While most investors focus on picking stocks to drive performance, in reality, this is just a part of it. Research has proven that over the long-term, 85% of your...
The Rules of Investing
Livewire Markets
Rapid Fire

Why Australians have an advantage investing in Asia

The Asian middle class is set to explode in the coming decade, and Australia is set to benefit in more ways than one. Australian investors, in particular, have a...
Patrick Poke
Livewire Markets
Rapid Fire

How to pick stocks like a pro

Equities form a core part of most long-term investment strategies; they offer strong long-term returns, but at the cost of higher volatility than many other assets....
AMP
The Rules of Investing
Livewire Markets
Rapid Fire

Why should investing be very different from buying tomatoes?

Rishi Patel was born and raised in Bombay, which is also home of the oldest stock exchange in Asia. The college that he attended is located across a field from the...
Livewire Exclusive
Livewire Markets
Rapid Fire

How to avoid the next dividend cut

Telstra, NAB and AMP have cut their dividends... so, which 'bluechip' will be next on the chopping block? With the majority of ASX dividend income coming from a very...
CSL
+2
Alex Cowie
Alex Cowie
Rapid Fire

ARK: The five platforms of disruptive innovation

When it comes to investing in disruption a lot of the capital and focus has been on finding opportunities that exist in private markets. Catherine Wood, Chief...
Livewire Exclusive
Livewire Markets
Rapid Fire

Tagliaferro: How the '87 crash shaped my philosophy

Just like in life, an investor’s early experiences can’t help but shape the way they see the world. For Anton Tagliaferro, founder and Investment Director of Investors...
AMC
APT
+9
Patrick Poke
Livewire Markets
Rapid Fire

Volatility is the mother of opportunity

It was a somewhat unique situation to be interviewing a former colleague when I sat down with Marcus Bogdan, CIO at Blackmore Capital recently. So, I have been across...
BXB
COL
CSL
+2
Alex Cowie
Alex Cowie
Rapid Fire

Catherine Allfrey: Look over the horizon

In Australia we’re fortunate to have some very talented women in funds management. Catherine Allfrey is one of them. After a chance encounter at a Wesfarmers event in...
IEL
MQG
James Marlay
Livewire Markets
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