CIO Profiles

At age 37 Chris Stott has called time on his investment career at Wilson Asset Management. Given the current state of markets I took the opportunity to have one final...

Regular readers of Livewire will know Matthew Kidman from his role as ‘Anchorman’ for the popular Buy Hold Sell video series, and for expertly moderating panel...

If you’d invested $20k with Platinum Asset Management when the firm opened in 1995 you’d be sitting on around $320k today, a return of ~12.6% per annum*. However, the...

Last week the Bank of England put top executives at banks and insurers on high alert to vastly improve their planning for the long-term risks of climate change. The FT...

The global population is on track to hit 9.1 billion people by 2050 and we know, with a high level of certainty, what the breakdown of that population will be. When we...

As the GFC started to unfold, Real Estate Investment Trusts (REITs) quickly fell in value, from a generous premium to just 75% of their book value. Allan Gray saw a...

It is hard to earn a ‘like’ from a Livewire reader: even with an audience close to 100,000, the most ’liked’ wire of 2017 had just 93 likes. So we follow this valuable...

Steve Johnson does things differently. He views himself as an outsider in the investment community and, for most the most part, his small operation has flown under the...

I recently had the opportunity to sit down for 30 minutes with Hamish Douglass, the CIO of Magellan at their new offices in Sydney. We discussed a wide range of topics...