A combination of better-than-expected US growth, a ramping up in quantitative tightening in the US, and a massive liquidity injection in China have seen Wilson Asset Management Chairman and Chief Investment Officer, Geoff Wilson, alter his market outlook from being “ultra” to only “mildly” bearish. Show More
More than 50% of LICs on the ASX are currently trading at a discount, including more than 30% trading at a discount of 10% or more. Geoff Wilson, Chairman and Chief Investment Officer of Wilson Asset Management, says that buying LICs at a discount is like “a real-life Boxing Day... Show More
This year’s Wilson Asset Management shareholder presentations marked a changing of the guard at the firm; for the first time in nine years, the meeting was not headlined by Chris Stott as Chief Investment Officer. “Stotty” recently announced his retirement to spend more time with family, so this offered an... Show More
Labor’s proposal to scrap franking credit cash rebates has been one of the most divisive and important topics of debate for Livewire readers. Earlier this week Geoff Wilson AO, Chairman of Wilson Asset Management, made his case for preserving the existing system. Here are the key points delivered in his... Show More
New LIC floats have become a regular feature on the ASX over the last few years, but it's not always been that way. Wilson Asset Management listed its first LIC in 1999, so Geoff Wilson's seen all this before. In today's podcast, we have an in depth chat with Geoff... Show More
In this video from the Future Generation Forum, Geoff Wilson from Wilson Asset Management, David Paradice from Paradice Investment Management, and Graham Hay from Antipodes Partners share their views on the market. The session was ‘no holds barred’, as Wilson questioned if there was any price at which AMP becomes... Show More
Wilson Asset Management held their shareholder presentation in Sydney today. Chris Stott, Catriona Burns, and Matt Haupt all took the stage this morning to share their view on the markets, their top themes, and a few stock ideas. Here are the highlights. Show More
At today’s WAM Funds presentation, Chief Investment Officer, Chris Stott, shared some of the key themes and holdings from their current portfolio. He covers their views on the Australian economy, mining services, and retail. He also discusses a company that hadn’t received a visit from an analyst in two years. Show More
Financials are at a crossroads. On the one hand, banks and insurance companies are set to benefit from recovering global growth and higher interest rates. However, many financials face increasing competition from fintech disruptors, often backed by the world’s largest technology companies such as Alipay, Apple Pay, and Ant Financial. Show More
In this episode of Buy Hold Sell Matthew Kidman from Centennial Asset Management asks Geoff Wilson from Wilson Asset Management and Charlie Aitken from Aitken Investment Management for their views on some of the big names in Mining & Energy. Show More
Morphic Asset Management has announced the IPO of a new ethically focused listed investment company (LIC). Chad Slater and Jack Lowenstein, the founders of Morphic Asset Management, believe that the way you invest does make a difference to the future of the world. Show More
Where should active investors be looking in today’s market and what are some of the traps to avoid? In this video Geoff Wilson, Crispin Murray and Ben Griffiths provide candid views on where they see the opportunities in today’s market. For investors in Australian equities this is a must watch... Show More
We believe news media company APN News & Media Limited (ASX: APN) represents compelling value post demerger of its NZ assets. APN recently moved to spin off New Zealand Media and Entertainment (NZME) and raise $180 million through an entitlement offer to shareholders. Following the demerger of NZME, APN also... Show More
CommSec’s Tom Piotrowski speaks with Wilson Asset Management Chairman & Portfolio Manager, Geoff Wilson about its WAM Leaders fund IPO (WLE) To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More
We are currently following vehicle fleet leasing, fleet management and diversified financial services company Eclipx Group Limited (ASX:ECX), which listed in April. The company’s management team is highly respected and, given its track record at Flexigroup, should perform well in their new roles. Eclipx has three divisions; Australian Commercial; Australian... Show More
Livewire Markets, Australia's fastest growing investor community, presents a rare opportunity to hear investment strategies, market insights and stock tips from three of Australia's most respected and successful fund managers – Anton Tagliaferro from Investors Mutual, Geoff Wilson from Wilson Asset Management and Ben Griffiths from Eley Griffiths Group. The... Show More
Wilson: 4 key equity markets themes for 2015. Wilson Asset Management have shared their key investing themes for 2015. Heading the list is the expectation of further interest rate cuts in 2015. Slowing economic growth and lower inflation will lead the Reserve Bank of Australia to reduce the cash rate... Show More
Buy Hold Sell - Recent Listings: MBL, EHE, PSQ, SIO. One of the dominant themes throughout 2015 has been the steady flow of new listings on the ASX. However, as the year draws to the end it appears that the window for new floats is starting to close. Jeremy Bendeich... Show More
Buy Hold Sell - Geoff Wilson vs John Abernthy discussing market technology, registries and listed broking firms. The ASX holds a dominant market position but can it continue to grow? IRESS have recently made advances into the UK market hoping to find new opportunities. Computershare generates income both domestically and... Show More
Chairman Geoff Wilson discusses the WAM Capital Placement announced today to be facilitated in a world first by ASX BookBuild in a short video. Regarding the placement, Geoff says: The new ASX BookBuild Facility is an innovative platform providing a simple and effective method for accessing capital markets. Full video... Show More