Expert Insights
Livewire Exclusive

In this exclusive video, Eileen Riley, Co-Portfolio Manager at US-based Loomis Sayles articulates the opportunity available for investors when “the pace of change globally is faster than it has been in any point in recent history.” As well as bringing significant risk, the accelerating changes are bringing significant opportunities, which are... Show More

Investment Theme
Nikko Asset Management Australia

History is replete with examples of businesses and consumers ignoring or dismissing big ideas, particularly those associated with disruptive innovation. In 1876, for example, when Alexander Graham Bell was granted the official patent for the telephone, many businesses dismissed it as irrelevant or insignificant. Famously, Western Union took a pass... Show More

Alex Pollak

November was another difficult month for investors. But it is useful to note that as recently as five years ago investing in high growth companies as a mainstream strategy seemed risky. The idea that a Fortune 500 business would begin moving its IT department (as for example Kellogg’s did) in... Show More

Sinclair Currie

Disruption continues to be the word of the moment. The media sector highlights how new business models can decimate the value of old platforms. Investors are rightfully alert to the redundancy risk associated with established business models and rightfully eager to invest in the leaders of the future. Yet some... Show More

Livewire Exclusive

Amazon is set to potentially become the first ‘trillion dollar company’. Catherine Wood, CEO and CIO at New York-based ARK Investment Management (ARK), discusses how Amazon got to this point, and which companies have the potential to be true leaders of today’s main ‘innovation platforms’. Show More

Eng-Teck Tan

China might seem like an unlikely candidate for innovation as it is traditionally better known for contract or original equipment manufacturing. However, with its natural advantage of a vast talent pool, financing and market access, China has most of the ingredients needed to transform into the “Silicon Valley of the... Show More

Amit Lodha

Fundamental analysts spend an inordinate amount of time with Microsoft Excel software trying to gauge the magnitude and direction of the future cash flow evolution of a company with detailed projections around revenue, margin and earnings trajectory. Yet over time, the lesson one learns is that, more often than not,... Show More

Livewire Exclusive

Disruption is everywhere these days. Whether it’s Amazon and Kogan disrupting traditional retail, Facebook and Google disrupting print and television advertising, or Netflix disrupting pay TV, it’s impossible to avoid. Incumbents face the dilemma of disruption: adapt to new ways and risk hurting their existing business, or stick to their... Show More

Diana Mousina

The pace of technological inventions and improvements continues to grow but anxiety and fear around the impact of these changes to jobs is lifting even more. The focus of new technology in the market this year has been around “machine learning”, which is a subsect of artificial intelligence that deals... Show More

Livewire Exclusive

Are fintech start-ups coming to disrupt Australia’s Big Four Banks? Not any time soon, according to Andrew Martin from Alphinity Investment Management. Fintech start-ups have attracted a lot of attention in recent years, and some of them have been quite successful. Show More

Andrew Mitchell

We spend an enormous amount of time each year continually analysing and reviewing our portfolio holdings to identify the potential opportunities and threats that can emerge as a result of structural change. We often forget, however, that as the sole directors and shareholders in Ophir Asset Management, we ourselves are... Show More