Rapid Fire

Perfection doesn’t always make for good investments

Tech stocks, consumer ‘platforms’, and healthcare (among others) have all seen outstanding returns in recent years, with many of them now ‘priced to perfection’. That...
BHP
+2
Patrick Poke
Livewire Markets
Rapid Fire

Meet Bianca Ogden: The PhD in Platinum's Biotech crown

The reopening play has recently resurfaced as a popular theme amongst investors, with fund managers and punters alike looking through what we all hope to be the last...
Ally Selby
Livewire Markets
Rapid Fire

How the legendary Kerr Neilson invests now

For all his success, Kerr Neilson surprisingly comes across without ego. He is undeniably warm, profusely philosophical and wonderfully humorous, pausing at the outset...
Ally Selby
Livewire Markets
Rapid Fire

An all-weather asset class for risk-averse investors

Having slipped under the radar of many investors so far, private debt is a relatively small but fast-growing asset class in Australia and New Zealand. Ideally suited...
Glenn Freeman
Livewire Markets
Rapid Fire

Green investment boost after regulator's shot in the arm

If exploding coal-fired power stations around the world and looming energy shortfalls as “old world” facilities are retired weren’t enough, recent comments from the...
Glenn Freeman
Livewire Markets
Rapid Fire

From actuary to Bitcoin activist

Holon Global Investments is unlike any other Australian investment manager that I have encountered during my time at Livewire, or my years working in finance and...
APT
XRO
Ally Selby
Livewire Markets
Rapid Fire

What’s the most recent investing mistake you’ve made?

Mistakes are a part of life. But reflecting and learning from them is one of the keys to being a successful investor says Tim Hillier from Allan Gray Australia. ...
VCX
Patrick Poke
Livewire Markets
Rapid Fire

How the US earnings season shot the lights out

'Astounding' is the word that Bob Desmond, Head of Claremont Global used to describe the recent US earnings season. Wrapping up this week, all major US companies...
Bella Kidman
Bella Kidman
Livewire Markets
Rapid Fire

A game-changing tech theme

The facial recognition systems that unlock smartphones and the software behind online search engines are just two examples of how artificial intelligence has already...
Glenn Freeman
Livewire Markets
Rapid Fire

An 8 sector strategy for killer performance

Most teenagers spend their waking hours daydreaming about the opposite sex, trying their first alcoholic beverage (in my case, Passion Pop), and engaging in other...
AGL
+12
Ally Selby
Livewire Markets
Rapid Fire

The Buffett-y approach to value

A degree in aeronautical engineering is surely the most unconventional route for a career in funds management but it's a route that has greatly assisted Nick Kirrage,...
Angus Kennedy
Livewire Markets
Rapid Fire

Good news: Signs of stronger dividend payouts on the horizon

Livewire recently spoke with Michael Maughan from Tyndall AM, who co-manages the Nikko AM Australian Share Income Fund* to see what the upcoming reporting season is...
Livewire Exclusive
Livewire Markets
Rapid Fire

The concentrated portfolio that's crushing the benchmark

When Sam Granger, a 29-year-old from Sydney's Northern Beaches, jumped on a Zoom call with me last week to talk about his newly established fund Equanimity Partners (I...
Bella Kidman
Bella Kidman
Livewire Markets
Rapid Fire

Platinum’s three predictions for the coming decade

Having landed his very first job in investment at the then Bankers Trust under the wing of legendary investor Kerr Neilson, Andrew Clifford was always destined for a...
Ally Selby
Livewire Markets
Rapid Fire

Barry Dargan: finding indestructible stocks

Barry Dargan knows a crisis. The CEO and founder of Intermede Investment Partners started his investment career not long before the 1987 crash and proceeded to work...
Mia Kwok
Mia Kwok
Livewire Markets
Rapid Fire

A protective playbook for a crisis unlike any other

MLC Asset Management's Jonathan Armitage has navigated a crisis or two during his working life and argues that this time, it is different. At the dawn of his career,...
Ally Selby
Livewire Markets
Rapid Fire

The infrastructure assets set to boom in a global growth environment

The hunt for yield is a topic on everyone's mind. Record low-interest rates mean that traditional risk-free assets are no longer a viable way to compound your...
Angus Kennedy
Livewire Markets
Rapid Fire

Setting up your portfolio for market "kryptonite"

Inflation is the big problem on the horizon and central banks' rate hikes are going to be "kryptonite" for markets, said Steve Johnson, founder and CIO of Forager...
Mia Kwok
Mia Kwok
Livewire Markets
Rapid Fire

The long and short of it

Jun Bei Liu's positivity and warmth are truly infectious, her story at once impressive and inspiring. In fact, I'm so enthralled by her willingness to open up about...
APT
RMD
+2
Ally Selby
Livewire Markets
Rapid Fire

Where this fundie sees EM opportunities despite lingering COVID, war risk

The US$1.9 trillion of stimulus the US government tipped into its economy in the first quarter of this year continues to flow through world markets. This bodes well...
Glenn Freeman
Livewire Markets
Rapid Fire

Explosive growth ideas and how to find them

It's an investor's sweetest dream. To have tapped into Netflix ten years ago when it was only US$20 per share and is now at circa US$500. Or Amazon, even at the peak...
Mia Kwok
Mia Kwok
Livewire Markets
Rapid Fire

The men who ditched the LICs and built a two-strike sell test

Monash Investors hit headlines recently when it dropped the fund's Listed Investment Company (LIC) structure for a more favourable Exchange-Traded Managed Fund (ETMF)...
Mia Kwok
Mia Kwok
Livewire Markets
Rapid Fire

How to access competitive yield through property

Post-pandemic property and infrastructure usages are rapidly changing. Office usage is falling and demand for distribution centres is increasing. Residential property...
APD
DXS
Livewire Exclusive
Livewire Markets
Rapid Fire

10 quality picks from an award-winning portfolio manager

After more than two decades working in funds management, Fidelity International's James Abela has proved himself a force to be reckoned with. The portfolio manager's...
MP1
+6
Ally Selby
Livewire Markets
Rapid Fire

Is this the biggest growth opportunity in the world today?

For many investors, esports and gaming conjure up images of teenagers playing computer games in their basement against their friends. But this tired caricature has...
Patrick Poke
Livewire Markets
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