active investing

Latest news and analysis on active investing

Equities

Stock picker or passive investor: Does reporting season volatility make the case for either?

The dramatic stock moves we've seen recently put this age-old debate into even sharper relief.
DRO
REH
Tom Stelzer
Livewire Markets
Asset Allocation

Active > Passive.... in India

Capturing Opportunities Before the Index
Edward Heng
India Avenue Investment Management
Fund in Focus

How Lennox Capital's investment process has delivered double-digit growth for investors

Lennox's Small Companies Fund has produced consistently strong double-digit compound returns for investors. James Dougherty explains how.
HUB
+1
Tom Richardson
Livewire Markets
Equities

Bond yields are rising: Could a sovereign debt problem morph into a share-sinking crisis?

Bond yields are rising and the soaring gold price is arguably setting off alarm bells for equities, so what should investors do?
Tom Richardson
Livewire Markets
Equities

3 small-cap stocks this fundie tips to take off for shareholders

Acusensus is catching investor attention thanks to some strong tailwinds, with other fintech players impressing professional investors.
ACE
RZI
Tom Richardson
Livewire Markets
Equities

The Yips

Markets, like athletes, can falter when confidence wavers. But discipline and process can help restore conviction and support performance.
Chad Padowitz
Talaria Asset Management
Equities

Andrew Mitchell unpacks Ophir's huge returns, says market can rebound from tariff war

The self-confessed market maniac sat down with Livewire to explain its stock picking philosophy and explain Ophir's success.
360
Tom Richardson
Livewire Markets
Macro

Why we freeze: how to profit in times of fear

There are behavioural biases that hold us back, but here are steps you can take when you feel nervous about buying falling stocks.
Michael Skinner
Blackwattle Investment Partners
Investment Theme

Capitalising on India (Part I)

India's growth story is only mid to early cycle. Playing it the right way will make a significant impact to portfolios.
Mugunthan Siva
India Avenue
Equities

3 ASX stocks that highlight how active investing delivers outperformance

Centennial Asset Management's Matt Kidman says an 'active' investment strategy will continue to beat the market.
Michael Carmody
Centennial Asset Management
Equities

5 stocks set to thrive in '25

Megacap concentration is a problem - it's time to look further afield for opportunities
+2
Anthony Doyle
Anthony Doyle
Firetrail Investments
Investment Theme

Investing in India - Convenience or Return?

Australian investors are increasingly becoming aware of India's growth potential due to its demographics. The next question is usually how?
Mugunthan Siva
India Avenue
Investment Theme

The dynamics of active vs activist investment approaches

Explore the nuances between active and activist investment strategies, from corporate governance pressures to fostering sustainable growth.
Brendan York
NAOS Asset Management
Equities

The 4 simple steps to unearthing great investment opportunities

In a complex market environment, this article provides a four-step approach to identify promising long-term investment opportunities.
+1
Andrew Macken
Montaka Global Investments
Equities

February 2024 reporting season recap with Firetrail Investments

Want a summary of the recent Aussie reporting season in 5 mins? We've got you covered!
ALU
+4
Eliza Clarke
Firetrail Investments
Equities

The Magnificent Seven stumble: cracks appear in market titans

Some of the major players are beginning to slow. Is this the start of a new broadening trend?
+3
Charles Ormond
Fat Tail Investment Research
Macro

2024 is a year for active management

The strength of the “magnificent 7” stocks has created an unrivalled amount of top-heaviness in the market, providing a boon to passive investors in 2023. However,...
Seema Shah
Principal Asset Management
Education

Calling BS on market maxims (and 9 trading rules)

The extreme market conditions in recent years have challenged some old school market maxims. In this wire, we put a few through the wringer
Chris Conway
Livewire Markets
Education

Investment opportunities in agriculture

WAM Alternative Assets (ASX: WMA) provides retail investors with access to a range of alternative assets through a diversified portfolio.
Dania Zinurova
Dania Zinurova
Education

Investment opportunities in infrastructure

In an environment of high economic uncertainty, ensuring an investment portfolio is diversified has never been more crucial.
Dania Zinurova
Dania Zinurova
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