active management

Explore the nuances between active and activist investment strategies, from corporate governance pressures to fostering sustainable growth.

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,...

Higher interest rates and slowing consumer spending are bringing a much wider dispersion of company earnings and stock returns. This gives active global equity...

When times are tough for an active manager

Australian small caps is a volatile asset class and one for the long-term investor. With recent offshore bank failures and some concerns creeping into credit markets...

A comparison of listed and direct market valuations

The last time Australia’s official cash rate had a five in front of it, the world was going through the biggest financial crisis since the Great Depression. Within the...

The majority of Australian listed companies report their financial results in February and August. It is common during these ‘reporting seasons’ for trends to emerge...

IPO's have been all the rage in 2021 across the US, Australia, China, Taiwan etc. Global IPO volumes have risen by 87% so far in 2021 according to EY. 72 of 1635 firms...

As long-term investors, we understandably care about the quality of our investments now. But it is the future direction of these companies where we can realise the...

When it comes to founders, it is often the most eccentric that find themselves in the headlines. By consequence, many of us would be familiar with Elon Musk, Jeff...

As interest rates have fallen globally over the last decade in response to “kicking the can down the road” post GFC, valuations have mattered less and less. Discount...

Conditions could not be more supportive at the moment, but inflection points on the horizon will wind excesses out of Australian investment markets, as China eases its...

Throughout Livewire’s 100 Top-Rated Fund Series, the country’s best fund managers have shared their views on the highs and lows of the investment landscape. From...

As more and more investors consider environmental, social and governance (ESG) factors when making investment decisions, it follows that these factors have the...

Most articles we read are about hot stock tips to buy. Occasionally there are articles about “shorting” opportunities, albeit most are directed to sophisticated...

While understanding the fine print attached to any investment you buy is important, it matters in some asset classes more than others. When buying ASX listed shares,...

While there has been a recent resurgence in some cyclical sectors like mining and energy on the back of the ‘reflation thematic’, we believe the longer-term outlook...

Income investors have never had it so tough. Not only are the yields on everything from term deposits to bank stocks plumbing new lows, but volatility is rising making...

Before we get into the year award's for microcap fund of the year, I wanted to talk through the microcap fund manager review for Q42020. After a sustained period of...