contrarian

Simon Mawhinney

Increased uncertainty surrounding global trade and economic growth appears to have weakened market sentiment. Volatility has increased significantly (but most likely to more normal, rather than elevated, levels) and investors have sought refuge in companies with defensive earnings streams. We are not invested in these companies as they appear to... Show More

Simon Mawhinney

There are three factors that need to be present when we consider an investment in a resource company: low commodity prices, a declining supply, and poor sentiment. On this basis, we think that gold could be a great opportunity, and discuss one ASX gold producer well placed to leverage this. Show More

Livewire Exclusive

Changing information, changing management, and aggressively sold-off shares; these are three things that can lead to major misconceptions in share prices, explains Marcus Burns from Spheria Asset Management. He identifies Cabcharge as an example. The introduction of Uber in Australia almost perfectly coincided with regulation reducing fees from 10% to... Show More