Rapid Fire

What you can expect as rates rise

The market is projecting the Australian cash rate to rise to 1.20% by the end of the year, this implies that the RBA hikes 4.5 times on current numbers. Interestingly,...
Livewire Exclusive
Livewire Markets
Rapid Fire

How long will the good times last for Value?

With inflation remaining stubbornly high, and central banks beginning to tighten policy, attention has again turned to the Value versus Growth dichotomy. But the...
CPU
Patrick Poke
Livewire Markets
Rapid Fire

Property: an old asset class for a new world

Property might not have the same level of excitement as some other asset classes. But as Andrew Parsons, Chief Investment Officer of Resolution Capital, explains, it's...
David Thornton
Livewire Markets
Rapid Fire

How the new-look Monash fund is positioned for more “cracking” returns

One of the nice guys of Australian funds management, Simon Shields, principal and co-founder of Monash Investors Limited, is also a very astute stock picker. Last May,...
KGN
Glenn Freeman
Livewire Markets
Rapid Fire

100 percent equities, zero percent carbon

With many countries now committed to net zero carbon emissions by 2030, investors may be asking themselves what they can do to achieve the same goal. Investing in...
Patrick Poke
Livewire Markets
Rapid Fire

Where to mine for new blue chips

Finding those emerging blue-chip companies that offer the prospect of lower risk, higher growth and a safe haven to escape volatility isn’t easy. But as Elston...
AMC
COH
Meg Kerr
Meg Kerr
Livewire Markets
Rapid Fire

3 long-term themes that underpin the "Fourth Industrial Revolution"

Often regarded as investor enemy number #1, uncertainty and volatility are key drivers of the short-term thinking that is so dominant in the retail market currently. ...
Glenn Freeman
Livewire Markets
Rapid Fire

Padley: “The big one is coming”

In case you missed it... Livewire's Patrick Poke recently spoke with Marcus Padley from Marcus Today. Marcus explains how he avoids the big drawdowns while still...
BHP
CAR
+9
Patrick Poke
Livewire Markets
Rapid Fire

The themes, sectors and stocks Tribeca tips for a turnaround

Back in March 2020, there was a strong view that markets would be awash with buybacks and other capital management initiatives as Australian companies sought to shore...
BHP
FMG
+3
Glenn Freeman
Livewire Markets
Rapid Fire

Why macro matters: How Morgan Stanley is positioned for 2022 and 2023

Value should beat Growth, stocks will continue to outperform, and balanced portfolios (the well-loved 60/40 split) remain highly efficient, says Morgan Stanley Wealth...
Glenn Freeman
Livewire Markets
Rapid Fire

A multi-billion dollar opportunity in its infancy

Imagine investing in the internet in its infancy, or taking a bet on a local buy-now-pay-later darling before it captured the country's attention. Well, Australia...
Ally Selby
Livewire Markets
Rapid Fire

Flexible, liquid assets ideally suited to a rising rate environment

Liquidity is something we all value very highly. If you need cash, knowing you’ve got a few thousand in your kitty – but which you can’t access for a decade – is not...
Glenn Freeman
Livewire Markets
Rapid Fire

From Russia to real assets: How this portfolio manager is democratising alternatives

It's been a year since Zinurova was tasked with leading the then recently acquired WAM Alternative Assets portfolio, which became the seventh LIC to enter prominent...
Ally Selby
Livewire Markets
Rapid Fire

A $400bn market with huge growth ahead

Buying niche opportunities before they hit the big-time is every investor’s dream. And we’re not talking about speculative tech or wildcat miners, but fixed income....
Glenn Freeman
Livewire Markets
Rapid Fire

The pockets of opportunity in a noisy market

Keep it simple, stay optimistic, take a long-term view and don't get carried away with the noise of daily news flow. That's sage advice from Wilsons' David Cassidy....
James Marlay
Livewire Markets
Rapid Fire

4 compelling stocks for a post-pandemic world

Times like these, as tough as they are, create opportunity. In this wire, Loomis Sayles' vice president and global equities portfolio manager, Eileen Riley, reveals...
Patrick Poke
Livewire Markets
Rapid Fire

Five high-conviction themes Joseph Lai says will drive the emerging market equity rebound

When it comes to investing and markets, there's a necessity to talk about the averages. And in the context of 2021, no doubt you've seen multiple headlines declaring...
James Marlay
Livewire Markets
Rapid Fire

A $120 trillion market that’s more diverse than equities

Misguided assumptions plague the fixed income universe. Many investors avoid the space because they believe it either doesn’t offer attractive returns or because some...
Glenn Freeman
Livewire Markets
Rapid Fire

The biggest opportunity (and risk) of our lifetimes

Investing is mostly about getting a lot of small things right. Buy quality companies for reasonable prices, hold them for a long time, and you'll probably do pretty...
Patrick Poke
Livewire Markets
Rapid Fire

Can the astounding global dividend bounce-back last?

Will Australian investors’ love affair with the “Big 4” banks resume after the pandemic, or has the equity income dynamic shifted forever? And what’s the big sector...
BHP
RIO
Glenn Freeman
Livewire Markets
Rapid Fire

3 myth busters and 3 micro-caps you wish you'd heard of

The world of micro-caps is riddled with mystery. But when you find that stock that's right for you - bam - you've struck gold and it will truly reward you. Its...
Mia Kwok
Mia Kwok
Livewire Markets
Rapid Fire

Tyndall’s Brad Potter shares lessons from 20 years of investing

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...
+1
James Marlay
Livewire Markets
Rapid Fire

Meet the fundie who pioneered the founder-led strategy

Founders are fascinating creatures - the ability to turn an idea into a billion-dollar empire captures the imagination of us all. Their relentless pursuit of success...
Angus Kennedy
Livewire Markets
Rapid Fire

7 valuable investing lessons from Mary Manning

The COVID-19 pandemic has been a testing and turbulent part of our lives for what now seems like an eternity. But for some, this challenging period can be a gift,...
Ally Selby
Livewire Markets
Rapid Fire

Why this uranium bull sold all his holdings, except one

The nuclear fuel precursor is currently seeing something of a "bubble", but write-off uranium at your peril says Michael Goldberg of Collins St Value Fund. And he’s...
BHP
BPT
FMG
+2
Glenn Freeman
Livewire Markets
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