Rapid Fire

Markets are at an inflexion point

If you’d never heard of Dean Fergie or Cyan Investment Management before, you’d be forgiven for thinking he was a dyed-in-the-wool value investor after reading this...
APT
KGN
+1
Patrick Poke
Livewire Markets
Rapid Fire

Adding value on both sides of the trade

Investor sentiment in the time of COVID has propelled some stocks and disrupted others, in the process creating some once-in-a-lifetime opportunities, says Paradice...
SYD
Livewire Exclusive
Livewire Markets
Rapid Fire

You never know where the next opportunity will come from

In a market that’s been turned upside down by COVID and lockdowns, Jon Moog, Chief Investment Officer of the Pengana Global Small Companies Fund, says it’s critical to...
Patrick Poke
Livewire Markets
Rapid Fire

Sticking to his guns: why this fundie shuns Aussie tech stocks

Having started in funds management right after the ’87 crash, Anton Tagliaferro thought he had a good grip on the business cycle. Economies boom, stock prices go up,...
AMC
APT
+11
Livewire Exclusive
Livewire Markets
Rapid Fire

A rich vein of quality stocks in a crazy market

As a global investor, Ned Bell of Bell Asset Management invests across the board but it’s the small to mid-cap (SMID) space that most excites him. Here he finds a...
Livewire Exclusive
Livewire Markets
Rapid Fire

They’re cheap, high-returning, low risk – and they aren’t stocks

It's a relatively unknown asset class locally, but convertible bonds, which combine characteristics of both equities and bonds, held up remarkably well during the...
Patrick Poke
Livewire Markets
Rapid Fire

Australia to benefit from global search for yield

With Australia on the path to recovery and the second wave apparently arrested, all eyes yesterday were on the Federal government and the RBA as they handed down the...
Patrick Poke
Livewire Markets
Rapid Fire

Paul Taylor: What to do when crisis becomes the norm

23 years at Fidelity has exposed Paul Taylor to a raft of industry heavyweights and market-shaping crises. Working with names such as Peter Lynch and Anthony Bolton...
Livewire Exclusive
Livewire Markets
Rapid Fire

The unsung heroes of Qiao Ma’s portfolio

It wasn’t that long ago that investing in Asia was a foreign concept to most investors. More recently, the rise of national champions like Alibaba, Tencent and...
James Marlay
Livewire Markets
Rapid Fire

Matt Haupt’s customised shopping list that identifies winners

WAM Leaders Lead Portfolio Manager Matthew Haupt knows what a challenging time it’s been for investors, especially following the recent reporting season that saw a...
COL
FMG
+12
Livewire Exclusive
Livewire Markets
Rapid Fire

Value and growth traps: How to avoid both and beat the market

Previously an actuary, Andrew Martin knows the importance of “valuing future financial risk" within investing better than most, especially in a world of relentless...
APT
APX
MP1
+3
Livewire Exclusive
Livewire Markets
Rapid Fire

Sink or swim: Valuation critical in finding future quality

Catastrophe tends to bring out the best and worst in humanity – we’ve certainly seen this in 2020 as pandemic lockdowns of various kinds were instigated around the...
Glenn Freeman
Livewire Markets
Rapid Fire

2 property trusts offering reliable income

While many banks and industrial companies are reducing or cancelling their dividends altogether this year, Australian Real Estate Investment Trusts (AREITS) still...
AVN
CHC
+5
Patrick Poke
Livewire Markets
Rapid Fire

One key risk that's not been priced in

In an increasingly interconnected world, asset prices tend to move more in sync. Once, a simple asset allocation to traditional bonds and equities could provide...
Patrick Poke
Livewire Markets
Rapid Fire

Online life, work and play: Picking post-pandemic winners

For all the devastation coronavirus has wreaked, the rapid acceleration it has spurred in virtual working, streaming of music and movies and online shopping present...
Glenn Freeman
Livewire Markets
Rapid Fire

Don’t cave in to the noise: A-REIT and infrastructure proving resilient

It’s only natural that investors are feeling nervous about the future of A-REIT and infrastructure sectors (outside of industrial and utility stocks). Since the...
DXS
GMG
GPT
+7
Vishal Teckchandani
Livewire Markets
Rapid Fire

Tech Arms Race: Is China already winning?

Names like George Soros, Howard Marks and Ashok Jacob are recognisable to most investors. Mary Manning has the unique experience of working inside the investment...
James Marlay
Livewire Markets
Rapid Fire

Structural shifts have yet to be priced in

If you’re like me, you’re getting sick of hearing about ‘the new normal’. A life post COVID-19, either with the presence of a vaccine, or permanent social distancing....
Bella Kidman
Bella Kidman
Livewire Markets
Rapid Fire
Sponsored

L1 Capital’s ‘no-brainer’ investment opportunity

In 2016, Kee Gan approached Mark Landau and Rafi Lamm, the co-founders of L1 Capital, with a unique investment proposition. London based Gan had uncovered some...
Livewire Exclusive
Livewire Markets
Rapid Fire

Rudi’s pandemic proof portfolio

Rudi Filapek-Vandyck has been analysing stocks for over 18 years, more recently he has applied this knowledge to constructing and managing his own ‘All-Weather’...
AMC
APA
APT
+14
James Marlay
Livewire Markets
Rapid Fire

In investing, humility is the secret ingredient to success

Heading into the pandemic, Romano Sala Tenna and the team at Katana Asset Management were already carrying higher cash levels. This put them in a prime position to...
DCN
+9
Patrick Poke
Livewire Markets
Rapid Fire

A once-in-a-generation opportunity

The world faces two huge challenges right now: one short term (COVID-19), and one long term (climate change). But could the former offer an opportunity to deal with...
Livewire Exclusive
Livewire Markets
Rapid Fire

Pulling the trigger

Uncertainty creates opportunity but the best decisions rarely feel comfortable. For Vince Pezzullo, Deputy Head of Equities at Perpetual and Portfolio Manager of...
AUB
James Marlay
Livewire Markets
Rapid Fire

The winners and losers from this crisis

Challenging periods, like the one we’ve just been through, are what separate the wheat from the chaff in the business world. While some firms were slow to implement...
Patrick Poke
Livewire Markets
Rapid Fire

Is it time to jump into the equities rally?

The pace of the rally since March has left many investors with a severe case of FOMO, questioning whether chasing equity markets is the right approach. Simon Doyle,...
Patrick Poke
Livewire Markets
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