growth investing

It's Different This Time, Not A Bubble

Rudi Filapek-Vandyck

One of my all-time favourite movie scenes is when Woody Allen stands in the queue in Annie Hall (1977) and he ends up having a discussion with the loudmouth academic behind him who professes to know everything there is to know about Marshall McLuhan. Show More

Join the conversation

The Rules of Investing: Is value dead?

Livewire Exclusive

When Warren Buffett first started buying businesses with ‘moats’ in the 80s, such as Coca Cola, his disciples thought he was crazy. More than 30 years later, buying businesses with a moat is accepted wisdom. Morningstar even offers a 'moat rating' on thousands of stocks from around the world. Show More

See 1 more comment

Can't find your style? Knowing what you don't know.

Jonas Palmqvist

Will a ‘growth’ or ‘value’ regime dominate in equity markets from here? After ten years of ‘growth’ leadership, the debate around style timing is intense. Following the financial crisis, ‘growth’ stocks have clearly been a better option than ‘value’ stocks. The main explanations offered for this is lacklustre global economic... Show More

Join the conversation

Access global innovation via Marsico’s launch

Marsico Capital Management

Denver Based Marsico Capital Management’s top performing Global Equity Fund is now available to Australian sophisticated investors. Tom Marsico, the veteran consumer, tech and healthcare portfolio manager runs the strategy and typically invests in innovative growth franchises that exhibit above-trend growth, strong returns on capital that are gaining market share... Show More