educational

The best investment in the whole world

Marcus Padley

Here’s something to send to your kids. It appears to be irritating to younger investors that seemingly less gifted people than themselves fluked 40 golden years of extraordinary property and stockmarket appreciation. Golden years that, since the global financial crisis, are by no means guaranteed to repeat. The younger generation... Show More

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Should fundies pay clients for underperformance?

Ken Liow

Should fund managers place even more of their skin in the game? A respected, global, asset consultant believes so. Whilst there is some merit in this idea, it could make things worse. Maybe asset owners and their advisors might lead the way? Show More

educational

Don't let your profits go 'woof' in the Year of the Dog

Nick Kirrage

A very ‘Xīnnián hǎo’ to you, as this month’s Chinese new year zodiac moves from the Rooster to the Year of the Dog. The 12-year repeating nature of Chinese astrology interests us here on The Value Perspective, as this is just the sort of time horizon that should be in... Show More

strategy value investing cape business strategy educational

5 (and a half) educational articles you loved last year

Patrick Poke

Reading the latest stock tips and macro calls is fun and useful for generating new ideas, but educational articles offer real long-term value. As the proverb goes: “give a man a fish and you feed him for a day; teach a man to fish and you feed him for a... Show More

5 Essential Investing Tips for Millennials: How to Start Building Wealth Early

Kent Kwan

Isn’t it time we changed the dialogue around millennials and money? Moved away from berating them for their supposed avocado-eating, latte-sipping, globe-trotting habits and offered some pragmatic strategies for building a sustainable financial future? We certainly think so. It’s why we’ve broken down 5 investing tips for millennials looking for... Show More

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Predicting the future - for dummies

Marcus Padley

There was an article on the Livewire website this week quoting a recent Kerr Neilson presentation, the billionaire fund manager at Platinum Asset Management. There were lots of good takeaways but the comment that interested me was this quote: Show More

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10 characteristics of an outstanding company

Romano Sala Tenna

Oscar Wilde once wrote: ‘Experience is simply the name we give our mistakes'. Based on that definition, I am a very ‘experienced’ investor. Over the past 22 years advising clients and the past 12 years managing money professionally, I have made all the usual mistakes and a few unusual ones... Show More

ASX:PNC educational

10 easy mistakes for investors to avoid

Harley Grosser

They say you learn more from your failures than your successes. I’m not sure that’s true but one thing I am sure of is that if you can learn from the mistakes of others rather than having to make those mistakes yourself then you will save a lot of time... Show More

ASX:MNF educational ASX:KKT

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Strategies to protect your portfolio

Marcus Tuck

Straw hats are cheaper to buy in winter, and the best time to repair a leaking roof is when it's not raining. In a similar vein, when market volatility is low and inexpensive, it's often a good time to buy some protection for equity portfolios to guard against "X-factor" downside... Show More

strategy ASX:BEAR ASX:BBOZ educational ASX"BBOZ ASX:AXW

Jack Lowenstein’s 5 rules of investing

Livewire Exclusive

Jack Lowenstein, co Chief Investment Officer at Morphic Asset Management has not taken the conventional path into professional investing. Having started his career as a journalist, Lowenstein has spent the last two decades investing in global equities. He describes himself as a ‘frontier investor’ willing to go where many are... Show More

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